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Beware The Spanish Boomerang

The new year’s cheer is proving infectious, with global equity markets off to a flying start as the big macro risks which stalked the global economy in 2012 – the eurozone crisis, US fiscal cliff,...

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The Outlook For Global Mining In 2013

A renewed slowdown in Chinese economic growth in the second half of 2013 will be the key theme in the mining sector this year, negatively affecting worldwide metal demand, mining company revenues,...

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Middle East And North Africa Outlook 2013

Business Monitor International (BMI) recently published its outlook for the Middle East and North Africa (MENA) in 2013. Some of the key themes we discuss are listed below: Growth Rates To Converge...

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The Near-Term Outlook For The Euro

Having rallied into Q3 2012 following the European Central Bank (ECB)’s pledge to purchase peripheral eurozone sovereign debt (only under certain conditions, of course), the euro has been trading...

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What Would An Israel-Iran War Look Like?

Without doubt, one of the biggest political risks in the world going into 2013 is the possibility that Israel will attack Iran to halt its nuclear programme. With this in mind, Business Monitor...

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The Outlook For Western European Equities

BMI is seeing increasing value in Western European equities as an asset class, although selectivity is crucial. The key themes driving our thinking are: Policy and regulatory uncertainty: Questions...

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