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China Into The 2020s: Scenarios For Reform

China Into The 2020s: Scenarios For Reform

The first path is one in which the president continues to amass more power, but opts to forego deeper, badly needed economic reforms in favour of safeguarding his own interests and maintaining stability. The second ...
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China: The Provinces Powering Asia's Largest Economy

China: The Provinces Powering Asia's Largest Economy

China's economy is mired in a protracted slowdown, and we forecast economic growth to average 6.1% perannum out to 2019, which is substantially lower than the average 8.5% registered over the past five years. This slowdown is largely ...
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Global Recession: A Realistic Scenario

Global Recession: A Realistic Scenario

BMI Research has just published this special report examining the risk of a global recession in 2016. While global recession is not our core scenario, the conditions for a recession are arguably in place, and downside ...
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Hidden Risks To The Global Economy In 2016

Hidden Risks To The Global Economy In 2016

BMI Research has just published the special report examining 13 ‘hidden risks’ to the global economy in 2016. The 'hidden risks' we identify are all developments which, while not necessarily unknown, are sufficiently 'under the ...
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Suriname Country Risk Report

Suriname Country Risk Report

Assess your risk exposure in Suriname with our 100% independent forecasts assessing the pace and stability of this key market. Backed by trusted data from BMI Research's 52 million data point economic forecast model, this report will ...
$1,195.00
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The Global Outlook For 2016: Unfinished Business

The Global Outlook For 2016: Unfinished Business

The major global themes of 2016 will centre around a resolution to 'unfinished business' in the world economy from recent years. The emerging market growth crisis is reaching fever pitch, and we expect EM countries to ...
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Uruguay Country Risk Report

Uruguay Country Risk Report

Assess your risk exposure in Uruguay with our 100% independent forecasts assessing the pace and stability of this key market. Backed by trusted data from BMI Research's 52 million data point economic forecast model, this report will ...
$1,195.00
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What Went Wrong For Opinion Pollsters In 2015?

What Went Wrong For Opinion Pollsters In 2015?

General elections are typically the biggest event in the political calendar of any country. Opinion polls are by and large the only tool analysts, investors, and commentators have in predicting election outcomes. As such, when ...
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Deconstructing The African Consumer: Risks & Opportunities

Deconstructing The African Consumer: Risks & Opportunities

Rising incomes across Sub-Saharan Africa have attracted the interest of investors in a number of consumer goods sectors, including Autos, ICT, Food & Drink and many others. However, this widely accepted narrative is multi-layered, with each ...
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10 Hidden Risks To The Global Economy

10 Hidden Risks To The Global Economy

Most of the main risks to global economic and geopolitical stability are well known. These include a new crisis in the eurozone; a 'hard landing' in China; and a war involving the US and its ...
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A New Roadmap For The Eurozone, 2014-2018

A New Roadmap For The Eurozone, 2014-2018

‘While we believe that the eurozone can continue muddling through, the structural impediments underpinning the crisis have not been fully resolved, with risks to systemic stability continuing to lurk beneath the surface. The ECB ...
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AEC: Assessing The Regional Impact

AEC: Assessing The Regional Impact

We expect real GDP growth among ASEAN countries to far outpace the rest of the region and the world over the coming years. Progress towards the ASEAN Economic Community (AEC), though slow, continues to take ...
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Africa's Fiscal Challenges In The Commodity Rout

Africa's Fiscal Challenges In The Commodity Rout

BMI Research (BMI) has just published a special report 'Africa's Fiscal Challenges In The Commodity Rout' which presents our views on Sub-Saharan Africa's fiscal outlook in the bearish environment for commodities. Key Topics Analysed Include: ...
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Africa: Dissecting The Growth Story

Africa: Dissecting The Growth Story

'In recent years there has been much hype about ‘Africa Rising’, but there is now a growing consensus that the growth story is complex and that risks abound. Increasingly, questions are being asked ...
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African Lions: Top Ten Growth Markets

African Lions: Top Ten Growth Markets

Sub-Saharan Africa is poised for rapid economic growth over the long term thanks to natural resource wealth, a burgeoning consumer market and major infrastructural improvements, among other things. Indeed, the region will be one of ...
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Asia: Geopolitical Tensions And Domestic Uncertainties Dominate Outlook

Asia: Geopolitical Tensions And Domestic Uncertainties Dominate Outlook

BMI View: We see a myriad of challenges ahead for the region and the political outlook will remain quite uncertain. Not only will we see numerous elections over the coming quarters, but we see the ...
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Bolivarian Endgame: Will Venezuela Default?

Bolivarian Endgame: Will Venezuela Default?

The outlook for Venezuela's economy and financial markets has deteriorated significantly in recent months, a fact that BMI has highlighted on numerous occasions. Against a backdrop of increasing investor selectivity and scrutiny of emerging markets ( ...
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Brazil World Cup And Olympics: Lasting Benefits Or Missed Opportunities?

Brazil World Cup And Olympics: Lasting Benefits Or Missed Opportunities?

‘Brazil is set to take centre stage in the coming years as the host of the 2014 FIFA World Cup and 2016 Olympic Games. However, given that growth has yet to rebound strongly following a significant ...
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Cambodia, Laos, And Myanmar: Opportunities In Hidden Markets

Cambodia, Laos, And Myanmar: Opportunities In Hidden Markets

Cambodia, Laos and Myanmar will offer substantial opportunities for investors over the coming decade, as their economies grow rapidly and become more integrated with the world economy. These three countries remain tiny relative to the ...
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Central America: Finding Opportunity Amid The Troubles

Central America: Finding Opportunity Amid The Troubles

‘Given our expectations for continued external headwinds in the coming years, we believe that Central America will only slowly rebuild its weakened macroeconomic buffers. Moreover, in the long term, while many countries in the ...
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