Country Risk Views

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Risks Rising In Gaming Industry

BMI View: Macau gaming revenue growth continues to slow. Further weakness is likely as junket operators come under increased scrutiny from regulators, with local casino stocks clearly pricing in a...

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Could Latvia Be The Next Crimea?

Russia is unlikely to have the means to destabilise Latvia through its ethnic Russian population as it did in Ukraine. Nevertheless, Riga will view Moscow warily, and raise defence spending...

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Global Strategy - FX

The euro looks weak across the board following this month's ECB meeting. We are bearish the euro outright against the Mexican peso in our global asset class strategy, and maintain our long-held...

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