Articles

The Turkish government's counter cyclical fiscal policy will lead to a deteriorating fiscal position in the years ahead. While the public debt will remain low relative to emerging market averages, growing contingent liabilities - from several off-balance sheet stimulus measures - could pose upside risks to government debt levels if they are

The growing power of the largest U.S. hotel brands is altering the hospitality industry competitive landscape and will likely drive more lodging consolidation, according to Fitch Ratings. Smaller lodging operators are taking more balance sheet risk to grow their rooms systems, as hotel owners and franchisees increasingly align themselves with

Jakarta and its surrounding provinces of West Java and Banten will continue lead Indonesia's construction industry in terms of growth and value, with strong project pipelines across the transport, utilities and real estate sectors. Infrastructure growth in less-developed provinces on Sumatra, Kalimantan and Sulawesi will be focused on improving

BMI View: The low local content in UK-built vehicles could act as a major barrier to the UK automotive industry's ability to capitalise on Brexit and the negotiation of new trade deals with fast growing emerging markets.

The lower share of automotive components sourced from domestic suppliers could prove to be a barrier to unlocking the UK

Ongoing tensions between India and China over the territorial dispute in the Doklam region between China and Bhutan highlights the foreign policy challenges that Bhutan faces and we expect these challenges to persist as both China and India seek to expand their respective spheres of influence. With concerns rising within Bhutan over the scope of

The metals and mining industry will play a key role in the global transition to a lower carbon future, as low carbon systems have a more metal intensive composition than that of traditional fossil fuel-based high carbon systems. Copper, aluminium, lithium and cobalt demand will be supported by the transition, while policymakers and the mining

Our assessment of industry investment attractiveness in Latin America illuminates several key themes. These include Chile's broad-based appeal for investors prioritising a stable operating environment, Brazil's appeal to firms looking for scalable consumer market opportunities, and the resilience of several mining markets in the region despite

Sun Pharmaceutical Industries will face an uphill struggle in its new fiscal year to return to sales growth, and of particular concern will be the net loss recorded in Q118. Issues in both India and the US, the firm's two largest markets, have hampered Sun, but the situation in the US is especially pressing. Revitalising its presence in the US will

BMI Research recently held a webinar in which we presented our Emerging Markets Key Themes. Here, we outline our answers to some of the frequently asked questions that came up in the Q&A session.

What do you expect to happen at the upcoming congress of the Communist Party of China?

For context, the Communist Party of China (CPC) holds a congress

India will be releasing its GDP figures this week and we expect to see a gradual recovery following the demonetisation shock. The Bank of Korea (BoK) will be holding its monetary policy meeting, and we expect the central bank to maintain its monetary policy stance in a bid to provide stability as tensions on the Korean peninsula remain high. Lastly