High Court Ruling Risks Delaying Brexit Timeline

The UK High Court's ruling that Parliament must get to decide on whether to trigger Article 50, which sets the clock for the UK leaving the EU, is set to push back the timeline for Brexit and risks a major political rift. If the government's appeal...

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Fiscal Deficit To Overshoot Beijing's Target

We maintain our forecast for China's fiscal deficit to come in at 3.4% and 3.5% of GDP for 2016 and 2017 respectively, despite a pick-up in revenue growth in September. A cooling down in the property market will weigh on future revenue collection,...

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Zuma's Ouster: A Matter Of When, Not If

Infighting within South Africa's ruling African National Congress will pose significant risks to the country's economic outlook. In this scenario analysis, we examine a number of outcomes through which the current power struggle could play out,...

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A Hidden Bubble In UK Auto Retail?

We believe a precarious mix of rising inventories at dealerships and weakening second hand car prices are placing the UK's autos retail industry in a difficult position. This poses a risk to auto retailer earnings over the 2017 and 2018 period.

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What Our Clients Want To Know: Asia Infrastructure Briefings

In September, BMI hosted a series of Infrastructure Briefings in Asia. Demonstrating the growing and diverse appeal of Asian infrastructure, in attendance were clients from a broad range of sectors, including engineering and construction companies,...

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IoT In Asia's Agribusiness: Australia & China In The Lead

IoT and technology use in agriculture is being spearheaded by the United States, as the country was the first mover in the sector. Although Asia Pacific is lagging behind the US in terms of IoT adoption in agribusiness, the region will outperform...

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Aoun's Election Positive Step In Institutional Deadlock

The election of Michel Aoun as Lebanese president signals political willingness to compromise and address the power vacuum, amid the ongoing institutional crisis and heightened security threats from neighbouring Syria. The election represents a boon...

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Inclusiveness Driving Premium Segment Growth

Solid growth in the number of high-income households globally, plus the inclusion of more models in entry level and growth segments, paves the way for another strong year for premium car sales in 2017.

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