Russia Views

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Steel: Driving Forces & Challenges

The global steel industry will continue to suffer as a result of significant overcapacity in China, as cheap exports from the country will remain a key drag on global steel prices over the medium...

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Even More Bearish On The Rouble

With the recent break through a multi-year technical support around the RUB33.50/US$ level signalling growing bearish sentiment, the technical picture for the rouble looks weak. We have long...

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BMI's 2014 Exploration Hotspots

Despite our expectations for a slowdown in upstream capital investment, we believe the Gulf of Mexico, New Zealand, Morocco, the US' Tuscaloosa Marine Shale play and Russia's Bazhenov shale play will...

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Regional Equity Strategy

We are up 1.5% on our bullish Spanish small caps view since it was entered in our asset class strategy on January 9 (played through the IBEXS index), and see potential for further gains over the next...

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