Pub date: 29 Feb 2012 Asia / Australia Business Forecast Report
Core Views We maintain our bearish view on the Australian economy despite improved economic growth numbers in Q211. Headline real GDP for the quarter increased by a seasonally adjusted 1.2% quarter... Read More
Pub date: 28 Mar 2012 Asia / Bangladesh Business Forecast Report
Core Views Public unrest owing to heightened tensions between the ruling Awami League (AL) and its main opposition, the Bangladesh Nationalist Party (BNP), will unlikely subside as both sides conti... Read More
Pub date: 28 Mar 2012 Asia / Cambodia Business Forecast Report
Critical Turning Point Looming For Myanmar By-elections planned for April 1 will be a crucial litmus test for the progress of recent reforms in Myanmar. As the de facto successor of the military j... Read More
Pub date: 02 May 2012 Asia / China Business Forecast Report
Core Views China's real GDP came in at 8.1% year-on-year (y-o-y) and 7.2% quarter-on-quarter (q-o-q) on a seasonally adjusted basis in Q112, much weaker than consensus expectations. Unlike the situ... Read More
Pub date: 02 May 2012 Asia / Hong Kong Business Forecast Report
Core Views We have revised our 2012 growth forecast downwards and expect real GDP growth to slow from 5.0% to 2.2%, compared with our previous estimate of 3.0%. This falls within the government's g... Read More
Pub date: 02 May 2012 Asia / India Business Forecast Report
Core Views The Indian National Congress (INC) lost heavily in the country's recent state elections. The ruling United Progressive Alliance (UPA), led by the INC, now has reduced political clout. Th... Read More
Pub date: 28 Mar 2012 Asia / Indonesia Business Forecast Report
Core Views I ndonesia is likely to continue to outperform its peers in 2012, as we are pencilling in strong 5.8% growth following 6.5% growth in 2011. T he archipelago's consumption-driven economy ... Read More
Pub date: 02 May 2012 Asia / Japan Business Forecast Report
Core Views The Japanese economy contracted an estimated 0.7% in 2011, and we expect growth to continue to come under threat as volatility in the external environment translates to swings in domesti... Read More
Pub date: 02 May 2012 Asia / Malaysia Business Forecast Report
Core Views Latest indicators continue to point towards a slowdown in economic activity over the coming months, supporting our view for Malaysia to miss the consensus forecast of 4.1% real GDP growt... Read More
Pub date: 28 Mar 2012 Asia / New Zealand Business Forecast Report
Core Views With households still in the midst of deleveraging and weakening external conditions, New Zealand's real GDP growth is likely to remain very weak in 2012, and our 1.7% forecast is below ... Read More
Pub date: 02 May 2012 Asia / Pakistan Business Forecast Report
Core Views Looking ahead at the next fiscal year (FY2012/13, July-June), we expect a recovery in economic growth as domestic demand improves on the back of easing domestic macroeconomic conditions ... Read More
Pub date: 02 May 2012 Asia / Philippines Business Forecast Report
Core Views Following 2011's disappointing GDP growth of 3.7%, we estimate that the Philippine economy will bounce back only incrementally, with 3.9% growth forecast for 2012. Weak external demand a... Read More
Pub date: 29 Feb 2012 Asia / Singapore Business Forecast Report
Core Views T he labour market remains tight in Singapore, with the unemployment rate dropping to 2.0% in Q311. Still, as Singapore’s economic growth looks set to stall over the coming quarters, we ... Read More
Pub date: 28 Mar 2012 Asia / South Korea Business Forecast Report
Core Views We expect South Korea's real GDP growth to slow to a belowconsensus 1.9% in 2012. China has recently lowered its GDP growth forecast, and our core view of a eurozone recession remains fi... Read More
Pub date: 29 Feb 2012 Asia / Sri Lanka Business Forecast Report
Core Views We expect real GDP growth to moderate in 2011 to 7.5%, from 8.0% in 2010. We caution that while the overall economy appears healthy, overheating risks continue to mount. The growing risk... Read More
Pub date: 29 Feb 2012 Asia / Taiwan Business Forecast Report
Core Views Our forecast for Taiwan’s 2011 and 2012 real GDP growth is 3.6% and 3.4% respectively, which falls below the government’s projection of 4.6% and 4.4% and consensus expectations of 4.9% a... Read More
Pub date: 28 Mar 2012 Asia / Thailand Business Forecast Report
Core Views We believe that economic recovery in Thailand will remain relatively subdued in 2012 as a return to full production for the manufacturing sector is likely to come only in H212. Moreover,... Read More
Pub date: 29 Feb 2012 Asia / Vietnam Business Forecast Report
Core Views Vietnam’s real GDP growth for 2011 and 2012 should continue to moderate in 2012 as a result of economic headwinds in the US , eurozone and China. We see increasing risks that the recent ... Read More
Pub date: 01 Sep 2009 Asia / Afghanistan Special Report
The report outlines the challenges and threats facing Afghanistan over the coming years, and the West's options to bring stability.... Read More
Pub date: 21 Oct 2011 Asia / China Special Report
What is the likelihood of China's economy rapidly going from boom to bust in 2012? What would be the impact on different sectors and asset markets? The special report, 'China 2012: From Mir... Read More
Pub date: 15 Mar 2010 Global Special Report
The report examines the main threats to amicable China-US relations, and outlines three scenarios for the coming decade.... Read More
Pub date: 04 Feb 2010 Global Special Report
EM To Outperform After years of progress on regulatory reform, macroeconomic restructuring and institutional convergence following the painful events of the Asian and Russian c... Read More
Pub date: 28 Aug 2009 Global / Asia Special Report
This report examines the economic and political outlook for the South Pacific states. It is complemented by 10-year forecasts of Australia, New Zealand and China.... Read More
Pub date: 14 Feb 2011 Global Special Report
The Challenge Of Rising Commodity Prices A combination of improving economic growth, loose monetary policy, and supply-side considerations from tight commodity markets is boosting consumer prices ... Read More
Pub date: 09 Aug 2011 Asia / Japan Special Report
This report contains Business Monitor International (BMI)'s independent macro and micro-economic analysis on Japan's post-crisis economy. It evaluates the key trends which have occurred since the Marc... Read More
Pub date: 18 Mar 2011 Global Special Report
A Country In Crisis The Worst Disaster Since World War ll Japanese Prime Minister Naoto Kan has described the March 11 devastating earthquake and its aftermath as the country's worst disaster ... Read More
Pub date: 11 Aug 2011 Global Special Report
Economic growth in the US, Japan and the eurozone is faltering, putting the global economy on the verge of another recession. In this special report, Business Monitor International (BMI) assesses the ... Read More
Pub date: 23 Mar 2012 Asia / Myanmar Special Report
BMI View: After a number of false dawns, Myanmar's latest political and economic awakening appears to be the 'real deal' and – as with any 'new' investment story – foreign interest is likely to r... Read More
Pub date: 07 Mar 2012 Global Special Report
BMI View: Poor visibility on global macro prospects suggests that a purely top down approach could be insufficient in unearthing investment opportunities in 2012. In this article, we outline the ... Read More
Pub date: 13 Dec 2011 Global / North America Special Report
BMI examines the outlook for global private consumption over the next 10 years, and picks key emerging market and industry outperformers.... Read More
Pub date: 06 Jul 2011 Global Special Report
Executive Summary Where Next For The World Economy? Risks And Scenarios For The Recovery The risks to the global economy are mounting, following the earthquake and tsunami in Japan in March and... Read More
Pub date: 18 Jan 2011 Global Special Report
The global economic healing process is gaining momentum, and while risks abound as ever, we expect 2011 to herald a broadening and deepening phase of the recovery. Emerging markets are again set to... Read More
Pub date: 10 May 2012 Asia Regional Monitor
China & North Asia Monitor each month provides country-by-country analyses, ratings and forecasts covering political risk, economic performance, key industries, finance and the business environment... Read More
Pub date: 10 May 2012 Asia Regional Monitor
South Asia Monitor each month provides country-by-country analyses, ratings and forecasts covering political risk, economic performance, key industries, finance and the business environment... Read More
Pub date: 10 May 2012 Asia Regional Monitor
South East Asia Monitor Vol 1 each month provides country-by-country analyses, ratings and forecasts covering political risk, economic performance, key industries, finance and the business environment... Read More
Pub date: 10 May 2012 Asia Regional Monitor
South East Asia Monitor Vol 2 each month provides country-by-country analyses, ratings and forecasts covering political risk, economic performance, key industries, finance and the business environment... Read More
Pub date: 11 May 2012 Global Regional Monitor
Emerging Markets Monitor provides weekly analyses, forecasts and ratings on fixed income, foreign exchange, commodities, bonds, equities and funds across global markets, all backed by Business Monito... Read More
Pub date: 02 May 2012 Global Regional Monitor
Coverage includes BMI's Country Risk and Financial Markets team's global outlook, with unrivalled coverage of developed states, as well as key regional and country-by-country stories of emerging state... Read More