Unparalleled analysis of the infrastructure industry in developed and emerging markets, with a key focus on investment in transport and utilities infrastructure as well as major residential and non-residential building projects.
Our Infrastructure Service provides you with commercially-focused industry analysis to help you:
- Make expertly-informed investment decisions
- Expand your operations in developed, emerging and frontier infrastructure markets
- Enhance your global growth strategy
Products & Services
Business Monitor Online Services:
- Our BMO Infrastructure Service - offers comprehensive coverage for country, regional and global infrastructure markets with access to our entire range of Infrastructure Reports and related articles all in one place.
- Our daily alerts critically assess all major Infrastructure developments as they happen to keep your finger on the pulse of activity that could affect your operations.
- You can access the extensive databases used to construct our views, including the Key Projects Database covering the progress of all major projects in each country, and use them interactively, along with other powerful tools designed to assist your strategic planning.
- We produce 76 Infrastructure Reports giving you in-depth ready-to-use analysis and findings on individual countries.
- The reports contain key stress-tested industry forecasts, growth assumptions and competitive analysis for each country.
- Budgeting and Strategic Planning
Our independent industry forecasts help you identify exciting opportunities for new investment and growth.
- Manage Risk
Our risk ratings help you pinpoint operational, market and country-specific risks to your activity.
- Trend Analysis
Reviews of the latest industry trends enable you to evaluate the commercial potential in your sector.
- Competitor Analysis
Competitive landscape analysis provides invaluable insight when assessing your competitors’ activities and position in the market.
Key features of our Infrastructure Reports and BMO Service:
Our unbiased 10-year Infrastructure forecasts help you plan your company’s short and long-term growth strategy.
- Roads & Bridges
Energy & Utilities
- Power Plants & Transmission Grids
- Oil & Gas Pipelines
- Residential Construction
- Industrial Construction
- Commercial Construction
Indicators we forecast by country include:
- Residential & Non-Residential Buildings
- Energy & Utilities
- Building Materials
- Our unique risk/reward ratings allow you to identify operational risks and evaluate potential investment opportunities
Benchmark your own activities against your competitors on a country-by-country basis using:
- Our comprehensive portfolio of all major construction company profiles.
Our Infrastructure Track Record
View: In Colombia we have a Bullish Colombian Materials view and are playing this through Cementos Argos, which is up by 14.0% since we initiated the view on July 2, and is outperforming Colombia's benchmark equity IGBC Index, which has returned 7.3% over the period.
View: Our Bullish North American Midstream Energy Infrastructure view continues to play out, since its initiation back in February 2012, with Kinder Morgan (one of the companies we included in the Macro Industry Strategy table) up 14.7% over this time period. Indeed, we continue to believe that the growing supply in oil and gas in the US will benefit providers of transportation and storage. We have also highlighted other companies in this space such as Canadian firms Enbridge and TransCanada as well as rail companies such as Canadian National Railways and Canadian Pacific Railways, which make up part of BMI's North American Midstream Index, which remains in a broad uptrend.
View: Our view expressed in previous quarters that 'political risk is the main element that can ultimately curtail growth as public policy remains opaque, convoluted and subject to frequent change' appears to be playing out. Investor confidence is slipping further as the political risk picture in Russia is deteriorating ahead of the presidential election.
View: The dependence of Mexico's homebuilders' on government-sponsored housing schemes continue to undermine confidence and create uncertainty within the sector, with Urbi Desarrollos Urbanos the latest player to announce cash flow problems arising from subsidy delays. The news reinforces our view that the challenging conditions faced by the sector in 2011 would continue well into 2012, with the role of the government - for better or for worse - remaining crucial.
View: Residential construction, which has lost almost 20% of its share over the last decade, is bottoming out. Still weak housing starts data shows that the trend has not yet reversed, but we do not expect it to worsen. Overall we expect the subsector to average out at -1.6% for 2011, and return to growth at 1.2% in 2012, as residential construction pulls into positive growth.
View: We viewed the debt-fuelled expansion of China’s railway sector as a major red flag. The sector’s stunning fall from grace in the subsequent months was indicative of a much wider problem of over-investment in the Chinese economy.