Video: State of Play 2017

Managing Director Terry Alexander and Chief Economist Tim Cooper of BMI Research discuss the Dow, the Dollar, Sterling and EM FX, outlining our core macro and market views as 2017 gets underway with Trump continuing to dominate the agenda.

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Kraft-Heinz Highlights Appeal Of Mega Merger For Food Majors

We expect to see significant M&A activity in the packaged food industry in 2017, driven by the need for consolidation against the backdrop of a challenging sales environment as consumer trends continue to shift away from traditional staples...

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Snap NI Election Unlikely To Resolve Underlying Issues

Northern Ireland's politics risks entering a period of paralysis over the coming months, with snap elections to the Stormont Assembly unlikely to significantly shift the balance of power between the main unionist and nationalist parties. If a new...

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SmarTone To Gain From IoT Enterprise Market Segment

Cisco Jasper's partnership with SmarTone in Hong Kong leverages growing demand for IoT solutions for enterprises in Asia's developed telecoms markets. It is an opportunity for SmarTone to diversify its services by targeting a promising market...

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Asia Autos RRI: Strong Policy Ranks Asia A Solid Second

Asia Pacific's Autos sector ranks second only to Europe in our Risk/Reward index (RRI) for the global Autos industry with a regional average 'Rewards' score of 42.8 out of a possible 100 and a 'Risks' score of 63.8 out of 100, where a higher score...

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Risk Factors To Drive Non-Communicable Disease Medicine Demand

High levels of alcohol and tobacco consumption in Central and Eastern European markets will continue to define the disease burden profile, and consequentially drive drugmaker opportunities. Multinational pharmaceutical firms will experience high...

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MENA Infrastructure: Key Themes For 2017

2017 broadly signals a more positive outlook for the MENA infrastructure markets, which will benefit from oil prices starting an upwards trend and the corresponding general improvement in investor sentiment. Growth in key markets will tick upwards,...

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Key Themes From CES 2017

AI became the key theme at this year's CES, taking over from IoT which still remained an important topic at the show, alongside health technology, 5G and mapping. In regards to industries, cars and health products continue to be the main drivers of...

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