Key Analysis

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ETS: MSR Positive, But Further Reform Needed

The current reforms to the European ETS are unlikely to push carbon prices high enough to trigger switching from coal to cleaner burning gas, or truly drive investment in a low carbon European...

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GST Will Dampen Car Demand In 2015

BMI View: A subdued economic growth outlook, coupled with the new GST, will weigh on private consumption and, as a result, vehicle sales in 2015. A certain degree of market saturation is also...

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Agribusiness Sector Strategy

We maintain our belief that downstream dairy companies will perform strongly. We also highlight our view that fertiliser companies with large nitrogen operations will perform well over 2015, as well...

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