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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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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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Cocoa: Prices To Peak In 2015

Cocoa prices will peak in 2015 as weak production growth forces prices temporarily higher. Beyond 2015, we expect prices to decline as production growth improves and global demand growth slows over...

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Viability Of Vehicle Production At Risk

BMI View: Mercedes' stoppage of domestic production is not the beginning of a mass exodus from Egypt. It will make it harder for the remaining companies to be viable, however, by reducing the...

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