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: 14 May 2009 Global / Caribbean Special Report
BMI presents a comprehensive report on the Caribbean, including our views on the future of offshore financial centres, the diversification of tourism, and the rising tide of crime.... 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: 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: 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: 17 Jan 2012 Global Special Report
No matter how we look at it, 2012 looks set to be an interesting - and as challenging - as 2011.... Read More
Pub date: 20 Feb 2012 Global Special Report
Most of the main risks to global economic and geopolitical stability are well known. These are typically a double-dip recession in the United States; the collapse of the eurozone; a 'hard landing' ... 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: 15 Mar 2010 Global / Middle East Special Report
Tensions Rising Over Iran International tensions over Iran's nuclear programme are rising following the announcement in February by President Mahmoud Ahmadinejad that the Islamic Republic ... 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: 04 Mar 2011 Global Special Report
History In The Making The wave of popular protests that has swept across the Middle East and North Africa (MENA) since January constitutes the biggest shake-up to the region for at least a generat... 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 â as with any 'new' investment story â 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: 01 May 2012 Global / Latin America Special Report
Although we are above consensus on Brazil's real GDP growth in 2012, its consumption-based growth model is running out of steam, and a move towards an investment and savings-focused model is now ... 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: 19 Sep 2008 Global / Africa Infrastructure Special Report
Introducing the first instalment of BMIâs four-part series on infrastructure in Africa. The report offers an overview of the current state of play within infrastructure in Southern Africaâs eight stat... Read More
Pub date: 21 Oct 2008 Global / Africa Infrastructure Special Report
Introducing the second instalment of BMIâs four-part series on infrastructure in Africa. The report offers an overview of the current state of play within infrastructure in North Africaâs five states ... Read More
Pub date: 19 Nov 2008 Global / Africa Infrastructure Special Report
Introducing the third instalment of BMIâs four-part series on infrastructure in Africa. The report offers an overview of the current state of play of the infrastructure sector in six countries in Cent... Read More
Pub date: 01 Jan 2009 Global / Africa Infrastructure Special Report
Introducing the fourth and final instalment of BMIâs four-part series on infrastructure in Africa. The report offers an in-depth analysis of the current state of play of the infrastructure sector in t... Read More
Pub date: 21 Oct 2008 North America / United States Pharmaceuticals & Healthcare Special Report
5-year forecasts, regulatory information and company developments for 10 key medical device markets in the Americas.... Read More
Pub date: 30 Nov 2009 Global / Europe Oil & Gas Special Report
In terms of the changed political context since early 2009, Ukraine's presidential elections, which are scheduled to be held on January 17 2010, are now only weeks away. The economic situation i... Read More
Pub date: 11 May 2011 Global / Asia Food & Drink Special Report
In the Asia-Pacific region, the most exciting long-term retail opportunities lie with India,Indonesia and Vietnam.... Read More
Pub date: 01 Apr 2011 Global / Asia Infrastructure Special Report
BMI's analyses the threats and opportunities for infrastructure investments in the Asia-Pacific Mining Sector.... Read More
Pub date: 12 Apr 2011 Global Shipping Special Report
Overview Overcapacity Exacerbating Rate Decline Lines have posted positive 2010 results and the global economy is recovering, so why is BMI still fearful about what the future holds for the contai... Read More
Pub date: 03 May 2012 Global / North America Freight Transport Special Report
Despite a February and March uptick in rates for crude oil shipping BMI maintains our bearish outlook for the sector. The global fleet continues to suffer from the same issues as the container an... Read More
Pub date: 06 Apr 2009 Global Pharmaceuticals & Healthcare Special Report
BMI explores challenges and opportunities in researching, developing and commercialising biosimilars, with an emphasis on regulatory issues... Read More
Pub date: 10 May 2011 Global Pharmaceuticals & Healthcare Special Report
BMI's 2011 Pipeline Analysis focuses on the next generation of blockbuster pharmaceuticals which are currently in phase III trials, preregistration, or have been registered in the first quarter of ... Read More
Pub date: 09 Sep 2010 Global / Asia Telecommunications Special Report
The global market for mobile telephone services is the largest and, arguably, the fastest-growing segment of the telecommunications industry. BMI's databases recorded a total of 4.628bn mobile subs... Read More
Pub date: 07 Sep 2010 Global / North America Telecommunications Special Report
âSignificant organic growth opportunities remain unexploited in many of the worldâs telecoms emerging markets, particularly where operators have traditionally been reluctant to step into rural, remote... Read More
Pub date: 08 May 2012 Global Oil & Gas Special Report
BMI View: BMI has left its 2012 oil price forecasts unchanged as market fundamentals point to a gradual easing of supply concerns. While this remains our core view, we outline the major risks to ... Read More
Pub date: 12 Oct 2011 Global Oil & Gas Special Report
Like a tourist in the packed streets of Pamplona on a July morning, the oil market is ready to run and run. The bulls are stamping and snorting in the corral, ready to give chase. Once unleashed, t... Read More
Pub date: 01 Feb 2012 Global Oil & Gas Special Report
The oil market will once again be operating with a supply deficit in 2012, though the pressure should ease towards the latter half of the year as production starts to catch up with demand...... Read More
Pub date: 29 Sep 2008 Global / Middle East Pharmaceuticals & Healthcare Special Report
Key insights from BMIâs Burden of Disease Database, an online tool that forecasts the burden of 123 diseases in 192 countries through to 2030.... Read More
Pub date: 18 Nov 2008 Global Freight Transport Special Report
The Boom In Trans Pacific Trade The single most important factor in the growth of trans- Pacific trade has been the massive surge in Chinese exports to the US. By 2006, China had... Read More
Pub date: 02 Mar 2011 Global Infrastructure Special Report
Impact on Economics of Nuclear Power BMI View: The proliferation of shale gas E&P activity in the US has turned the energy market on its head and is having a profound impact on investment calcula... Read More
Pub date: 01 Dec 2011 Global Shipping Special Report
Container Shipping Sector Faces Even Tougher 2012 As Demand Ebbs And Overcapacity Remains Executive Summary Container lines will no doubt be looking to force rates up in 2012, as operators face... Read More
Pub date: 11 May 2012 Global / North America Freight Transport Special Report
Rate increases in Q112 have no doubt let carriers breath slightly easier and although a peace after the rate war in 2011 appears to have settled, the atmosphere can be described as uneasy. A slacke... Read More
Pub date: 07 Feb 2012 Global Shipping Special Report
BMI believes that the twin forces of overcapacity and declining volumes, on the back of slower economic growth in the main demand markets of the US and eurozone, will force rates down once more, ... Read More
Pub date: 11 Aug 2011 Global / North America Shipping Special Report
Overview Volumes Up, Rates Down Although the volume of containers handled at global bellwether ports continues to increase, rate levels are still falling. BMI fears that this overcapacity will c... Read More
Pub date: 27 Feb 2012 Global Pharmaceuticals & Healthcare Special Report
There has been strong appetite from private equity to acquire contract research organisations (CROs) throughout 2011. The spate of acquisitions comes at a time when the industry is undergoing a c... Read More
Pub date: 28 Mar 2008 Asia / Singapore Telecommunications Special Report
At a time when BMIâs telecoms analysts believes Asiaâs mobile market to provide a mixed bag of results, with some markets having peaked while others offer exceptionally high growth rates, BMI presents... Read More
Pub date: 07 Feb 2012 Global Shipping Special Report
Chinese Slowdown Threatens A Sector Already In Troubled Waters BMI believes the outlook for the Dry Bulk Shipping sector remains bleak. The opening weeks of 2012 saw the Baltic Dry Index hit a ... Read More
Pub date: 11 May 2012 Global / North America Freight Transport Special Report
With dry bulk rates remaining depressed and concerns growing about a possible fall-off in Chinese demand for imports of coal and iron ore, BMI's view on the dry bulk sector remains bearish. The sec... Read More
Pub date: 18 Nov 2011 Global Shipping Special Report
BMI examines the outlook for the beleaguered dry bulk shipping sector, which has been blighted by sinking rates due to crippling overcapacity for the past year. We maintain our view that the contin... Read More
Pub date: 28 Apr 2011 Global Shipping Special Report
Overview Strong Demand Still Can't Soak Up Glut BMI expects the dry bulk shipping sector's woes to continue for some time to come, with overcapacity continuing to upset the supply demand equilibri... Read More
Pub date: 28 Aug 2008 Global / Europe Oil & Gas Special Report
Georgian Ports In addition to its pipeline infrastructure, Georgian ports on the Black Sea are the principal shipping route for Caspian crude from Azerbaijan, Kazakhstan and Turk... Read More
Pub date: 24 May 2010 Global / Middle East Pharmaceuticals & Healthcare Special Report
In this report, BMI provides an analysis of the implications of the Eurozone sovereign debt crisis on the PIIGS pharmaceutical industries, with a particular focus on the impact of the austerity measur... Read More
Pub date: 16 Sep 2009 Global Freight Transport Special Report
Take a 20% pay cut. . . In the current market, FedEx is giving a clear signal that it expects things to get tougher. In December it announced a package of austerity measures. Top... Read More
Pub date: 18 Mar 2011 Global Power Special Report
Feed-In Tariffs And Regulatory Changes Impact On Renewables' Markets And Investments BMI View: In the past decade, Feed-in Tariffs (FITs) have gained increasing popularity in both developed and... Read More
Pub date: 18 Mar 2011 Global Infrastructure Special Report
EM Sporting Event Hosts Creating Hype BMI View: Substantial buzz has been created around the next three FIFA World Cup host countries-Brazil (2014), Russia (2018) and Qatar (2022). The combination ... Read More
Pub date: 08 Jun 2011 Global Mining Special Report
High Commodity Prices To Drive Frontier Investment Perceived Benefits Outweighing Perceived Risks The coming years should see a flurry of investment in frontier mining sectors. A number of factors... Read More
Pub date: 18 Jun 2009 Global Pharmaceuticals & Healthcare Special Report
Frontier pharmaceutical markets are high-risk but offer substantial returns. BMI looks at five cases studies from around the world.... Read More
Pub date: 16 Sep 2009 Global / North America Pharmaceuticals & Healthcare Special Report
In this special report, BMI assess the impact of the economic downturn on drug expenditure levels in markets across the globe.... Read More
Pub date: 10 Mar 2010 Global Shipping Special Report
BMI has launched it latest addition to its core industry views with the Global Quarterly Shipping and Freight Views. In this, our first quarter we outline the core global views that are held by our... Read More
Pub date: 30 Apr 2012 Global Telecommunications Special Report
Growth in the number of mobile phone users and wireless subscribers, and advances in the innovative application of communication technology to address health priorities, has the potential to transfor... Read More
Pub date: 04 Aug 2010 Global Oil & Gas Special Report
The oil sector contracts signed between Iraq and international energy companies in 2009 reflect the first stirrings of what the oil and gas industry hopes will be the reestablishment of a strong work... Read More
Pub date: 12 May 2009 Global Pharmaceuticals & Healthcare Special Report
The World Health Organization (WHO) has been heavily involved in monitoring and advising developing nations on the logistics of reforming the healthcare sector. We note that drugmakers, medical ... Read More
Pub date: 15 Apr 2009 North America / Canada Oil & Gas Special Report
BMI assesses the impact of the global economic downturn on Albertaâs oil sands industry as lower oil prices hit project economics.... Read More
Pub date: 22 Aug 2008 Global / Asia Telecommunications Special Report
How are some of Asiaâs largest markets handling the advent of IPTV? This report takes a look at the changes occurring to the region as consumers demand more from operators for content accessibility.... Read More
Pub date: 20 May 2011 Global / Latin America Telecommunications Special Report
Developments And Forecasts High-speed broadband connections are becoming increasingly ubiquitous around the world. This impressive growth momentum is largely fuelled by technological advancements,... Read More
Pub date: 16 Sep 2009 Global / Latin America Telecommunications Special Report
As IPTV looks set to be a major driver of fixed-line operator revenues, BMI looks at the case for Latin American operators... Read More
Pub date: 24 Oct 2008 Global / Europe Freight Transport Special Report
âThe Return of the Silk Roadâ offers an overview of the resurrection of the old trade route known as the Silk Road and its updated opportunities for the transportation of Asian goods to the European m... Read More
Pub date: 03 Jun 2009 Global / Asia Telecommunications Special Report
Operators Spread Out As the line chart illustrates, Asia's emerging markets possess significantly higher annual growth rates than their developed counterparts. Mobile market grow... Read More
Pub date: 08 May 2009 Global / Latin America Telecommunications Special Report
Impatience For Brazilian Launch América Móvil Claro was the first, alongside Telemig Celular (now part of Vivo), to offer 3G services in Brazil when the country's regulator, Ana... Read More
Pub date: 18 Nov 2011 Global Shipping Special Report
Liquid Bulk Consolidation Likely As Spot Rates Sink Executive Summary BMI has a very bearish outlook for the global crude oil shipping sector in 2012, particularly toward companies with signifi... Read More
Pub date: 11 Aug 2011 Global / North America Shipping Special Report
Overview Ongoing Overcapacity The global crude-oil shipping sector continues to be affected by the overcapacity that is plaguing the container and dry bulk shipping sectors also. Vessels ordered... Read More
Pub date: 02 Feb 2012 Global Shipping Special Report
BMI continues to be bearish with regards to the global crude oil shipping sector in 2012. Rates remain depressed in the face of a massive glut of tonnage having come online in a time of slow growth in... Read More
Pub date: 08 Aug 2009 Global / North America Telecommunications Special Report
With the mobile market looking to provide faster services, BMI assesses the global outlook for LTE as the next generation technology... Read More
Pub date: 09 Mar 2012 Global Telecommunications Special Report
LTE Becomes The Fastest-Growing Mobile Technology Ever Although it was comparatively slow to gain endorsement from the world's principal telecommunications operators, the long-term evolution (LTE)... Read More
Pub date: 23 Apr 2012 Global / Africa Telecommunications Special Report
Mobile commerce (m-commerce) services have been growing rapidly across Africa over the past five years, helped by a combination of factors in the telecoms and financial services sectors, as well as... Read More
Pub date: 29 Sep 2008 Global / Europe Telecommunications Special Report
The aim of this report is to outline the issues facing existing and new operators wishing to roll out high-speed wireless broadband services into previously-untapped geographical and socio-economic ma... Read More
Pub date: 08 Jun 2011 Global Pharmaceuticals & Healthcare Special Report
This Special Report from Business Monitor International (BMI) examines the global supply of Molybdenum- 99, looking at the likelihood of price rises and the implications of investment. The report i... Read More
Pub date: 06 Mar 2009 Global Freight Transport Special Report
How will the global economic downturn affect the movement of the heavy stuff? BMI offers four snapshots at key points in the global logistics business to illustrate how the global logistics chains wil... Read More
Pub date: 21 Oct 2008 Global / Middle East Telecommunications Special Report
Is the Middle East prepared for MVNO competition? In this report, BMI looks at the impact of the MVNO business model in relation to the existing competitive landscape, assessing the attitudes of mobil... Read More
Pub date: 24 Sep 2009 Global Pharmaceuticals & Healthcare Special Report
Diseases can be classified as neglected when the cost of innovation, clinical trials and marketing are considered to be far more than the potential revenues. With no cost benefit, firms have not... Read More
Pub date: 11 Aug 2011 Global / North America Shipping Special Report
Overview Ongoing Overcapacity BMI expects dry bulk shipping's troubles to continue for some time to come, with overcapacity putting continued downside pressure on rates. While demand remains stron... Read More
Pub date: 01 Jun 2009 Global / Europe Oil & Gas Special Report
BMI gives an overview and analyses the developments of Europeâs most important existing and planned gas import pipelines. ... Read More
Pub date: 16 Sep 2009 Global / Latin America Oil & Gas Special Report
BMI takes an in-depth look at Petrobrasâ investment plans as it looks to tap potentially gigantic oil reserves offshore Brazil... Read More
Pub date: 19 Apr 2010 Global Pharmaceuticals & Healthcare Special Report
BMI analyses pharmaceutical consumer price indices across 40 countries, identifying historic and likely future trends in pricing policies and dynamics.... Read More
Pub date: 12 Jun 2009 Global Pharmaceuticals & Healthcare Special Report
Negotiating global regulatory variations is a major challenge for multinational drugmakers. Will harmonisation ease the path to commercial success?... Read More
Pub date: 30 Apr 2010 Global / Latin America Oil & Gas Special Report
As Correa ramps up the rhetoric against IOCs, BMI looks at the likelihood of expropriations and analyses the factors behind the hardening of the government's line.... Read More
Pub date: 16 Sep 2009 Global / Europe Oil & Gas Special Report
Russian gas export monopoly Gazprom restarted gas flows into Ukraineâs pipeline system for transit to Europe on January 20, with Ukraine beginning to receive Russian gas through the Sudzha compress... Read More
Pub date: 15 Apr 2011 Global Shipping Special Report
Geopolitical Events To Shape Tanker Outlook BMI expects two major geopolitical events to continue to shape the liquid-bulk shipping sector over the coming quarters. Libya remains at war at the time... Read More
Pub date: 12 Apr 2011 Global / Asia Infrastructure Special Report
By 2020, BMI forecasts that the value of India's and China's residential and non-residential construction industries will have more than quadrupled and doubled in size respectively compared to 2010... Read More
Pub date: 06 Jun 2008 Global / Middle East Oil & Gas Special Report
Comprehensive analysis of Russian gas giant Gazprom's global expansion plans, covering market position, strategy and the latest deals across five regions.... Read More
Pub date: 04 Sep 2008 Global / Middle East Freight Transport Special Report
The Tanker Market From the shipowners' point of view, the supertanker business has been profitable in recent years, but there are some clouds on the horizon. Rising international... Read More
Pub date: 25 Jul 2008 Global Oil & Gas Special Report
Energy policy has risen to the top of the US political agenda and BMI analyses proposed solutions to tackling US$4 gasoline.... Read More
Pub date: 23 Jan 2009 Global Telecommunications Special Report
Tightening credit markets & low confidence; how will the global telecoms industry fare? BMI examines current conditions and where opportunities are available. ... Read More
Pub date: 16 Sep 2009 Europe / Ukraine Telecommunications Special Report
BMIâs report on mobile telecommunications in Emerging Europe covers eight markets, almost all of which have seen mobile penetration pass the 100% mark within the last 24 months. The markets examine... Read More
Pub date: 16 Sep 2009 Middle East / Saudi Arabia Telecommunications Special Report
BMIâs report on mobile telecommunications in the Middle East covers nine markets, which may be divided into two: those which are approaching 100% penetration and those which already have passed the... Read More
Pub date: 14 Feb 2012 Global Pharmaceuticals & Healthcare Special Report
This Special Report from Business Monitor International (BMI) examines the African healthcare and pharmaceutical markets, looking at the opportunities and characteristics primarily of the sub-Sahar... Read More
Pub date: 16 Sep 2009 Global Pharmaceuticals & Healthcare Special Report
The patent cliff is arguably the greatest challenge facing multinational drugmakers. In this special report, BMI outlines the strategies and tactics needed for survival.... Read More
Pub date: 12 Aug 2010 Global / Africa Telecommunications Special Report
Africa is seen as the last big growth frontier in telecoms, but turning a profit is challenging. BMI looks at how the biggest operators are facing this challenge.... Read More