Articles

Development Finance: AIIB Comes Into Its Own

The success of the China-backed Asian Infrastructure Investment Bank (AIIB) in partnering with other development institutions to jointly finance infrastructure projects is a sign of further cooperation to come and cements our expectation that multi-...

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TASI Bull Run Unsustainable

The Tadawul All Share Index (TASI) has been in a bull run since the issuance of USD17.5bn of Eurobonds by the Saudi Arabian government on 19 October 2016. This is unwarranted, given that real GDP growth will slow further in 2017, and that Saudi...

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Neglected Industrial Heartland Proves Decisive

Republican presidential elect Donald Trump defied betting markets, pollsters, politicians and political strategists on both sides of the aisle. Many underappreciated the voters who feel left behind by the economic recovery and displaced by immigrant...

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Trump Presidency: Implications for the Middle East

President-elect Donald Trump is likely to have a more acrimonious relationship with most Middle Eastern states than his predecessor, as he has expressed anti-Islamic rhetoric, less interest in US allies and a tougher attitude towards Iran. Trump's...

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Trump Triumphs: Winners and Losers in Core Industries

As the dust settles, and based on our previous scenarios for a Trump victory, below we lay out our initial thoughts on which core sectors will be the winners, which will be losers and which will be facing a mixed outlook under a Trump administration.

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Trump Victory to Lead to Healthcare Sector Turbulence

The outcome of the US presidential election, with Donald Trump taking a surprising victory, is a mixed result for pharmaceutical companies. Drug pricing remains the key issue worrying drugmakers, and this concern was present well before the...

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Trump Presidency: Implications for Russia and NATO

Donald Trump's victory opens the possibility of a significant improvement in US-Russia relations, albeit with some major caveats. Meanwhile, despite Trump's critical attitude towards NATO, he is unlikely to abandon the alliance.

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Trump Presidency Portends Major Shake-Up of World Order

BMI View: President-elect Donald Trump is likely to pursue a major shake-up of the US-led international system, thus alarming allies and opponents alike with his 'America first' foreign policy. Trump's presidency will portend more instability...

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