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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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Conservative Power: Continuity Clouded By Risk

A Conservative victory in the UK general election removes one element of political uncertainty that has stalled investment in the domestic power sector. However investment will continue to undershoot...

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Post-2020 North Sea Upside On Conservative Win

The Conservative victory poses upside risk to our UK North Sea oil and gas production outlook past 2018-2019. However, further reforms and higher sustained oil prices will be necessary to realise...

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The Latest IPO Rush Hits US Markets

After a slow start, activity in the US IPO market is starting to accelerate. We noted back at the start of the quarter that backed by steady macroeconomic fundamentals (BMI is forecasting real GDP...

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Africa Fertiliser Outlook

Africa will remain one of the lowest users of fertilisers in the world, which coincides with its traditional dependency on grain imports. We believe that the sector will face particularly strong...

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