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Debt Outlook Set To Deteriorate

BMI View: We expect public sector debt to breach 50% of GDP by end-2016 in the face of rising financing requirements of South African state enterprises, rising debt-service costs and above-target...

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Assessing Our Five Key Themes For 2015

Over H215 we see cost-cutting, increased R&D focus, selective M&A, Indian oil consumption growth and weakness in the LNG market, as the key themes in the oil and gas industry.

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Upside Potential For Medical Tourism Sector

Private healthcare providers will benefit from the growth of medical tourism in India. Underpinning the expansion of this sector is the country's cost advantage and geographic location which gives it...

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Grexit: Contagion Risks Relatively Limited

Grexit contagion risks would be relatively limited for most of Europe, with systemic risks posed to the eurozone much lower than was potentially the case during the 2010-2012 crisis. Economies in...

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EM Monetary Policy Turning Hawkish

Inflation and interest rate cycles are generally turning upward across emerging markets and a number of key central banks have adopted a more hawkish tone of late. We expect the central banks of...

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