Pub date: 29 Feb 2012 Europe / Albania Business Forecast Report
Core Views Albania's relatively low level of trade and financial integration with Western Europe will not protect its economy from the marked deterioration that has occurred in eurozone. Indeed, th... Read More
Pub date: 28 Mar 2012 Europe / Austria Business Forecast Report
Core Views After a robust showing in 2011, with growth at 3.1%, we forecast the Austrian economy to post significantly slower growth in 2012. We forecast real GDP growth at a mere 0.5% due to the w... Read More
Pub date: 28 Mar 2012 Europe / Belarus Business Forecast Report
Core Views Belarus will avoid recession this year owing to Russian financial support and positive trade dynamics. However, the country's mediumterm trajectory is beset by sizeable risks. While infl... Read More
Pub date: 02 May 2012 Europe / Belgium Business Forecast Report
Core Views Belgium has enjoyed a robust recovery following the global financial crisis but is heavily exposed to turmoil in the eurozone. A particular concern for the Belgian economy is its nationa... Read More
Pub date: 29 Feb 2012 Europe / Bosnia-Herzegovina Business Forecast Report
Core Views T he economy is showing signs of recovery, driven in large part by a resurgence in exports. T he ongoing political crisis is pushing back reforms and could start to weigh on investor co... Read More
Pub date: 02 May 2012 Europe / Bulgaria Business Forecast Report
Core Views We expect Bulgaria's economic growth to be weighed down by significantly weaker aggregate demand in the eurozone and persistent concerns over the eurozone debt crisis. We believe that th... Read More
Pub date: 02 May 2012 Europe / Georgia Business Forecast Report
Core Views Despite plenty of room for Armenia's economy to recover following one of the most severe recessions in the world in 2009, we see few signs to indicate that the higher-than-expected growt... Read More
Pub date: 02 May 2012 Europe / Croatia Business Forecast Report
Core Views The outlook for Croatia's economy in 2012 remains dour and we forecast a full-year contraction of 1.5% in real terms. A combination of dampened household consumption and the start of fis... Read More
Pub date: 29 Feb 2012 Europe / Cyprus Business Forecast Report
Core Views President Demetris Christofias faces a crucial few months as his government seeks a way out of a budget crisis and looks to resolve the ongoing ethnic conflict dividing the island. A slu... Read More
Pub date: 28 Mar 2012 Europe / Czech Republic Business Forecast Report
Core Views We expect weakened external demand to hit the Czech Republic's economic growth hard in 2012. The Czech economy remains highly dependent on exports and investments for economic growth, bo... Read More
Pub date: 29 Feb 2012 Europe / Denmark Business Forecast Report
Core Views O wing to a deteriorating external environment as well as homegrown problems in the banking and housing sectors, Denmark’s economic outlook has worsened signficantly in recent months. Wh... Read More
Pub date: 02 May 2012 Europe / Estonia Business Forecast Report
Core Views Estonia's economic growth will slow to 2.7% in 2012 in real GDP terms, from 7.6% in 2011. While this remains the strongest economic growth figure in the eurozone, the economy is not immu... Read More
Pub date: 02 May 2012 Europe / Finland Business Forecast Report
Core Views As we have previously highlighted, growth will slow in 2012 as wider eurozone growth softens and positive base effects fully recede. We have made further cuts to our Finland growth forec... Read More
Pub date: 02 May 2012 Europe / France Business Forecast Report
Core Views: France's economy is showing signs of a sharp economic slowdown in light of the deteriorating global macroeconomic backdrop, and while a return to recessionary conditions remains outside... Read More
Pub date: 02 May 2012 Europe / Germany Business Forecast Report
Core Views Germany's manufacturing base will remain weighed down by weak foreign orders, while the fragility surrounding the response to the eurozone debt crisis means business sentiment could take... Read More
Pub date: 28 Mar 2012 Europe / Greece Business Forecast Report
Core Views The Greek economy will remain mired in depression through 2012 as deep fiscal retrenchment and internal devaluation take a damaging toll. The prospect of further spending cuts and tax h... Read More
Pub date: 02 May 2012 Europe / Hungary Business Forecast Report
Core Views We still expect the Hungarian economy to contract in real GDP terms in 2012 despite the strong Q411 growth figure. All areas of the economy apart from the external sector will act as a d... Read More
Pub date: 28 Mar 2012 Europe / Iceland Business Forecast Report
Core Views We remain generally optimistic that Iceland's economy can pull itself out of its present malaise. However, there will be no return to the fast growth seen during the pre-crisis period. ... Read More
Pub date: 02 May 2012 Europe / Ireland Business Forecast Report
Core Views Ireland's economy will contract in 2012 as fiscal austerity, household deleveraging and a recession in Europe weigh on activity. We forecast real GDP to contract by 0.5% in 2012, followi... Read More
Pub date: 28 Mar 2012 Europe / Italy Business Forecast Report
Core Views The new technocratic government led by Mario Monti will embark on a last-ditch attempt to restructure the economy and consolidate the country's public finances. Measures that are likely ... Read More
Pub date: 29 Feb 2012 Europe / Uzbekistan Business Forecast Report
Core Views Kazakhstan will continue to enjoy robust economic growth through 2011 and 2012, underpinned by ongoing development of the nation’s vast natural resource base. We forecast real economic g... Read More
Pub date: 29 Feb 2012 Europe / Latvia Business Forecast Report
Core Views Following a snap election in September 2011 which saw a threeparty centre-right coalition come to power, we expect the Latvian government to remain stable in 2012. However, we highlight ... Read More
Pub date: 28 Mar 2012 Europe / Lithuania Business Forecast Report
Core Views Growing macroeconomic headwinds in Europe and the government's firm adherence to additional fiscal consolidation will see the Lithuanian economy come to a standstill in 2012. The already... Read More
Pub date: 28 Mar 2012 Europe / Macedonia Business Forecast Report
Core Views We believe that a full resolution to the name dispute with Greece is highly unlikely in the foreseeable future. The government is hoping for acceptance into NATO this year and a breakthr... Read More
Pub date: 29 Feb 2012 Europe / Mongolia Business Forecast Report
Core Views Mongolia’s current account deficit is alarmingly high on account of the country’s capital- and energy-intensive mining sector, as well as the growing appetite for foreign service imports... Read More
Pub date: 28 Mar 2012 Europe / Netherlands Business Forecast Report
Core Views T he Dutch economy's growth outlook is set to seriously deteriorate in the coming quarters, as the eurozone sovereign debt crisis massively weighs on economic activity and confidence lev... Read More
Pub date: 29 Feb 2012 Europe / Norway Business Forecast Report
Core Views N orway’s economy is heavily exposed to the ongoing and rapidly deepening debt crisis in the eurozone, which makes up the singlelargest market for Norwegian exports, particularly from th... Read More
Pub date: 29 Feb 2012 Europe / Poland Business Forecast Report
Core Views N otwithstanding an increasingly grim outlook for global growth in 2012, we maintain our relatively constructive view on the Polish economy. Underlying our 3.5% real GDP growth forecast ... Read More
Pub date: 28 Mar 2012 Europe / Portugal Business Forecast Report
Core Views Portugal is in the midst of a deep recession that will last until at least 2013. We do not see substantially higher growth beyond this. We are expecting contractions in real GDP of 3.6% ... Read More
Pub date: 28 Mar 2012 Europe / Romania Business Forecast Report
Core Views Romania's return to growth has so far been driven primarily by external demand for Romanian exports. As the eurozone sovereign debt crisis weighs heavily on this previous growth driver, ... Read More
Pub date: 29 Feb 2012 Europe / Russia Business Forecast Report
Core Views With so far little progress in containing the eurozone debt crisis, we are growing increasingly concerned about contagion spreading towards the wider banking sector in the region, and no... Read More
Pub date: 02 May 2012 Europe / Serbia Business Forecast Report
Core Views Regardless of who wins the May 6 parliamentary and presidential elections, the next government will have to contend with a large and widening fiscal deficit. We expect the next administr... Read More
Pub date: 29 Feb 2012 Europe / Slovakia Business Forecast Report
Core Views We continue to expect Slovakia’s economy to expand by 2.8% in real terms in 2011, largely driven by a continued strong export performance. We expect household consumption to recover marg... Read More
Pub date: 29 Feb 2012 Europe / Slovenia Business Forecast Report
Core Views The Slovenian economy faces myriad pressures over the medium term, namely a weak and still deleveraging private sector, less supportive trade dynamics on the back of the slowdown in the ... Read More
Pub date: 29 Feb 2012 Europe / Spain Business Forecast Report
Core Views The medium-term economic outlook for Spain has worsened considerably in recent months. While the domestic economy remains beset by high unemployment, falling house prices and severe fisc... Read More
Pub date: 28 Mar 2012 Europe / Sweden Business Forecast Report
Core Views Sweden's status as an open trade-oriented economy means that the ongoing European economic crisis poses significant downside risks to Swedish growth in 2012. Sweden is among the best po... Read More
Pub date: 02 May 2012 Europe / Switzerland Business Forecast Report
Core Views We have revised our 2012 forecast for Swiss real GDP growth. Following estimated 2011 growth of 1.9%, our significantly bleaker outlook for the global economy means we now forecast headl... Read More
Pub date: 28 Mar 2012 Europe / Turkey Business Forecast Report
Core Views We reiterate that Turkey's economy is set to undergo a sharp slowdown in 2012. A combination of weak external activity, poor economic confidence, tighter domestic policy, precarious bala... Read More
Pub date: 28 Mar 2012 Europe / Ukraine Business Forecast Report
Core Views Ukraine's economic recovery lost some momentum heading into the second quarter of 2011 and a deteriorating global growth outlook bodes poorly for the highly trade-integrated economy. We... Read More
Pub date: 02 May 2012 Europe / United Kingdom Business Forecast Report
Core Views The economy is recovering, but with fiscal cuts looming and unemployment stubbornly high, the rate of growth will be fairly tepid. Given the marked slowdown in domestic and global econom... 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: 04 Jan 2012 Global / Europe Special Report
The report provides you with the best of BMI's analysis from 2011 on the eurozone's economic and political outlook, in order to help you assess the potential risks faced by the region as a whole and k... 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: 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: 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: 04 Nov 2011 Europe / Turkey Special Report
Turkey is in the midst of a profound transformation in its strategic outlook, which is manifesting itself in increasingly assertive behaviour in the Middle East and Eastern Mediterranean, and gro... 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: 03 May 2012 Europe Regional Monitor
Central Europe 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: 03 May 2012 Europe Regional Monitor
Russia and CIS 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: 09 May 2012 Europe Regional Monitor
South East Europe Monitor each month provides country-by-country analyses, ratings and forecasts covering political risk, economic performance, key industries, finance and the business environment for... Read More
Pub date: 18 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