BMI Research Blog

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Sri Lanka Election: Key Implications

The outcome of Sri Lanka's presidential election on January 8 is too uncertain, given the sudden emergence of a strong joint-opposition candidate. President Mahinda Rajapaksa was first elected in...

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Tough Choices For Russia

Russia's currency crisis has abated since December 16 when the currency lost 35% of its value versus the US dollar at one point despite FX intervention and aggressive monetary tightening by the...

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New Oil Era: Impact For MENA

As a decade of rising oil prices comes to an end, OPEC's decision to leave production unchanged has brought BMI's 'Brent at USD60/bbl' risk scenario to the fore. The trajectory of oil prices will be...

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OPEC's Decision: Global Implications

Our expectation that OPEC would coordinate modest cuts in production has not played out, with the group deciding to maintain the 30mn b/d ceiling and let the markets take their course. Our risk...

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