United States Infrastructure Views

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Caterpillar In For A Tumultuous Year

BMI View: Despite Caterpillar posting record revenues and profits in 2012, the poor performance witnessed in Q412 gives an insight into the potential challenges the company could face going forward....

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Holding Steady To Positive Housing View

BMI View: Despite mixed housing data from the US in mid-February, we maintain our view that the housing market is undergoing a recovery. We have long highlighted the potential for a rocky return to...

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Skanska Reaps Rewards On US Tour

BMI View: Despite a dampened H112 result, we argued that the strong 16-month order backlog, coupled with a reduction in overhead costs, would position Skanska to handle a volatile H212. However, more...

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Developed States Industry Overview

BMI View: Our outlook for the power sector of developed states is relatively bearish, as we expect economic growth in most of these countries to remain weak, thus weighing on power consumption. The...

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