United States Infrastructure Views

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GSIA Makes A Timid First Move

The US$7.5bn Global Strategic Investment Alliance has made its first investment since reaching final close in April 2012. The fund, which is formed of Japanese pension funds and Canada's OMERS...

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Komatsu's Revenue Outlook Too Ambitious

BMI View: Despite posting a lacklustre performance for FY2012/13 (April-March), Komatsu Ltd remains upbeat about the year ahead and forecast annual profit to rise 46% over the next year to reach US$1...

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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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