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Agribusiness 2015 Key Themes Revisited

We have revisited our key themes for 2015, which we laid out at the end of 2014. Most themes are either playing out or else still in play. We will also introduce new trends that we believe will...

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Top 5 Charts for IT Sector Developments

While the vast majority of developments in the ICT sector take time to play out in companies' share prices, key regulatory changes and approval or rejection of mergers and acquisitions tend to have...

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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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