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MSCI Utilities: Potential World Beaters

BMI View: We expect the largest listed utilities to boost their exposure to regulated generation and transmission assets that will guarantee stable returns, as well as make efforts to overcome major...

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Monthly Softs Strategy

Cotton, sugar and cocoa will all head higher from current spot levels in 2015, with cotton likely to be the outperformer. Coffee will continue to moderate from current levels, and will average USc160...

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EM Reform Update: Asia Leading The Way

Emerging market 'reformers' will outperform economically. Changes made in recent months reinforce our expectations for Asia - particularly India, China and Indonesia - to lead the way in terms of...

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EM Reform Update: Asia Leading The Way

Emerging market 'reformers' will outperform economically. Changes made in recent months reinforce our expectations for Asia - particularly India, China and Indonesia - to lead the way in terms of...

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