Geopolitical Consequences Of 'Grexit' Would Be Huge

Most of the discussions surrounding Greece's potential exit ('Grexit') from the eurozone have focused on the economic and financial consequences for Greece and Europe, and the impact on Greece's domestic politics. However, the geopolitical...

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Risks & Opportunities In Post-Sanctions Iran

A prospective agreement between the P5+1 and Iran over Iran's nuclear programme is paving the way for a return of foreign capital to the country. However, companies looking to invest will face a number of major operational headwinds. This week's...

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China's 'One Belt One Road': Global Implications

China's ambitious plan to build connections with Europe and the Middle East using overland routes passing through Central Asia will be eventually boost regional connectivity and help reduce the country's over-reliance on sea routes. Overall, the One...

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BMI Publishes Global Political Outlook For Q3 2015 – 2016

The world's political calendar will be very busy over the next 18 months, with national elections (presidential or parliamentary, or both) scheduled to be held in Argentina, Belarus, Canada, Iran, Japan, Myanmar, Peru, the Philippines, Poland,...

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India To Overtake US As Second-Largest Oil Importer In 2020

As the US becomes less and less dependent on imported crude and is now in fact a fuels exporter, the rising prosperity of India will see it consume more crude and more fuels. We forecast India becoming the world's second-largest importer (after...

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Grexit Contagion Would Be Limited

With negotiations coming to a head, our core scenario is for Greece to remain in the eurozone. However, if a 'Grexit' scenario plays out, we believe that contagion for most of Europe will be relatively limited. For the eurozone, risks would be...

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Chinese Equities: Opportunities Amid The Chaos

The Chinese equity market is now completely detached from the fundamentals. After calling a bottom in Chinese stocks back in mid-2014, we have seen a sea change in almost every aspect of the market. Sentiment among domestic investors has gone...

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Tesla To Drive Battery Storage Business Model

The launch of Tesla's line of behind-the-meter batteries provides further evidence that the power industry is moving towards a more flexible and decentralised operating model. The technology remains immature and expensive, but associating Tesla's...

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Chinese Infrastructure Investment Increasingly Going Global

The 6th International Infrastructure Investment and Construction Forum (IIICF), organised by the China International Contractors Association (CHINCA) and held on 4-5 June 2015 in Macau, was a stepping stone in advancing China's One Belt One Road (...

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New Survey Raises Doubts About NATO's Security Commitment

A new Pew Research Center survey, published on June 10, appears to raise doubts about NATO's commitment to defending its members from Russian aggression. The survey provides a wealth of information about attitudes in eight NATO states, Russia, and...

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