Asia Key Analysis

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Consumer Pickup Could Be Short Lived

BMI believes that the pickup in Chinese economic data in the latter stages of 2013 and beginning of 2014 is unlikely to be sustained. We contend that Chinese consumer goods companies' sales have been...

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Global Rice Outlook: Vietnam Focus

We maintain our view that Vietnam's rice production will reach a new record high in the 2013/14 season, although this will represent only modest year-on-year growth. In spite of strong...

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Opportunities In Soft Drinks

Our Asia Country Risk team expects growth in consumer spending in Indonesia to pick up over the next few years, which is likely to feed into key food and drink sectors such as soft drinks. Although...

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