Country Risk Articles

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Our Take On The Latest Property Curbs

BMI View: Chinese property stocks have been battered by the government's new housing market tightening proposals. While we believe that the shadow banking system is a more important driver of the...

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Drone Wars: The Long-Term Implications

BMI View: Recent years have seen a sharp increase in the use of drones by the US in its war against Islamist militants. This practice is becoming more controversial, but the biggest consequence could...

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New Liquidity Surge Supports Core Views

BMI View: Total new liquidity in China surged to an all-time high in January, suggesting that we are likely to see the current economic rebound continue over the coming months. However, a growth boom...

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Is The Growth Boom Back On Track?

BMI View: Fears over China's shaky financial system, overvalued property market, and huge industrial overcapacity have been replaced by hopes that policymakers can engineer a recovery back above the...

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