Articles

Optimistic Draft Budget Storing Up Risks

Greece will fall short of the fiscal targets laid out in its 2017 draft budget, as its forecasts for real GDP growth and future primary budget surpluses are too optimistic. The showdown between the IMF and Berlin over debt relief poses a threat to...

Read More

M&A To Dominate Merck KGaA's FY16 Growth Story

Merck KGaA will maintain its steady performance in FY16, with inorganic revenues driving growth. The fertility franchise will become increasingly important to organic growth as the company's MS injectable, Rebif, faces competition. The rapid...

Read More

Metal Prices: Trumped Up Spike To Wind Down

We expect metal prices to come down in the coming weeks following the steep post-US election gains, due to the winning candidate's infrastructure plan disappointing expectations. Our medium-term outlook for industrial metal prices remains positive,...

Read More

What Our Clients Want To Know: SSA Energy Landscape

In October/November, BMI attended a series of meetings in South Africa, engaging with key stakeholders from the Sub-Saharan African (SSA) energy market - ranging from utilities, Oil &Gas firms, Mining companies, Infrastructure companies,...

Read More

2017 To Be A Key Year For Domestic Politics

Cambodia's political scene looks set to heat up in 2017 as municipal elections will be held on June 4, which will shed light on the likelihood of the ruling CPP retaining power at the next general election in 2018. Prime Minister Hun Sen appears to...

Read More

Trump Presidency A Threat To Brent

A Trump presidency poses downside risk to our oil price outlook. A failure to agree collective action at the November meeting of OPEC, an accelerated recovery in shale and heightened economic uncertainty are all potential triggers for a downgrade...

Read More

Trump’s Foreign Policy: Rhetoric Vs Pragmatism

US President-elect Donald Trump will be forced to adopt a more pragmatic than expected foreign policy in the near term, as any attempts at dramatic change would likely face resistance from the foreign policy establishment and the 'realities of power...

Read More

Political Infighting To Hamper Anti-Extremism Efforts

Recent developments highlight the ongoing threat of terrorism in Pakistan, which will persist for the foreseeable future. The increased activity of Islamic State in the country is a major concern, while the continued lack of willingness on the part...

Read More

Pages

×

REQUEST A DEMO

By submitting this form you are acknowledging that you have read and understood our Privacy Policy.

Thank you for your interest

A member of the team will be in touch shortly to arrange a convenient time for your free demonstration and trial. If your enquiry is urgent, please email our Client Services team here.