Articles

Brexit's Brightside Fading Due To Weak Supply Chain

Country Risk / Fri 25 Aug, 2017

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

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Latam: Which Industries Are Most Attractive?

Country Risk / Global / Thu 24 Aug, 2017

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

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Thimpu To Seek To Improve Ties With Beijing

Country Risk / Bhutan / Thu 24 Aug, 2017

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

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Sun Will Face Uphill Struggle To Return To Growth

Pharma & Healthcare / India / Wed 23 Aug, 2017

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

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Emerging Markets Key Themes Q&A

Country Risk / Global / Wed 23 Aug, 2017

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

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Week Ahead: India GDP Figures To Show Slight Recovery

Country Risk / India / Sun 20 Aug, 2017

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

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Upgrading Growth As Economic Outlook Improves

Country Risk / Malaysia / Sat 19 Aug, 2017

BMI View: Malaysia's economy grew by 5.8% y-o-y in Q217, bringing H117 growth to 5.7%. Continued strong demand for electronics will bode well for exports while higher oil prices will be supportive of overall growth. In addition, the increase in election-related spending will provide a boost to headline GDP growth, while domestic demand is likely to

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