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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

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

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

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

We maintain our forecast for the Philippine economy to grow by 6.3% for full-year 2017, despite GDP data in H117 averaging 6.4% y-o-y, as recent weakness in financial markets suggest the economy will face headwinds over the near-term. Over the longer-term, we are fairly constructive on the economy, expecting growth to average 6.2% over the next

Residential buildings construction, especially in Ulaanbaatar, will be a long-term driver of growth in Mongolia's construction industry and provide a source of stability against fluctuating levels of investment in mining and infrastructure.

We expect that Mongolia's construction industry will bounce back from its contraction in 2016, as demand for

This scenario assumes that conflict breaks out between the two Koreas, either because the US launches a strike on North Korea's nuclear facilities, prompting Pyongyang to retaliate against the South, and potentially Japan, too, or because the North, fearing a US strike, decides to go to war pre-emptively.

As the conflict begins, the North launches

The autos sector is dealing with heightened levels of political risk in several key markets at the moment and it is manifesting itself in various ways: from the industry's relationship with a country's administration to dealing with the risk of international conflict. Here we look at some of the most prominent examples of political risk in the

Within our 10-year construction industry forecasts for Latin America, Mexico will surpass Brazil to become the largest market in nominal USD terms by 2022. Brazil will suffer from slow construction industry growth and a weaker currency outlook than its peers, while Mexico will benefit from robust economic growth and strong private investment

Economic growth will slow in Bahrain over the coming quarters as fiscal consolidation measures negatively impact investment and consumption. The infrastructure sector will remain a key driver of real GDP expansion, propped up by large-scale investments from fellow GCC states.

We expect real GDP growth in Bahrain to decelerate from 3.0% in 2016 to