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Not All Internet Content Created Equal

A decision with huge global implications transpired in mid-January, when the US Court of Appeals struck down a Federal Communications Commission (FCC) order from 2010 that forced Internet service...

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New BMI Special Reports Now Available

Business Monitor International (BMI) has just published several special reports on key themes affecting the global economy and businesses. The most topical of these right now is our report, Iran-US...

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Cyclical Assets Outperforming

As we noted in last Friday's blog entry, one of our global themes for 2014 is that safe havens are no longer likely to be in such hot demand as economic uncertainty subsides in the US and Europe,...

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Forthcoming Special Reports From BMI

We are currently producing several special reports for release in December 2013 and January 2014. First up, as you might expect, we are working on our outlook for 2014, which will cover the global...

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Global Currencies: Pound Strong, Yen Weak

Sterling has been range-bound against the US dollar for most of the past four years, and although we have a short-term bullish bias towards cable, it still faces stiff resistance in the US$1.63/GBP...

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Global Equities: DM Surging Against EM

Over the long run, we continue to favour developed market (DM) over emerging market (EM) stocks, as the structural underpinnings in DM turn into tailwinds, while those of EM turn into headwinds. In...

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