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Global Markets: EM Looking Good Versus DM

After adopting a neutral view on developed markets (DM) over emerging markets (EM) equities a couple of months ago, following an almost four-year run of being bullish towards DM over EM, we are...

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Indonesia: Risk Of Post-Election Dispute

Indonesia is at risk of a disputed election result following today's presidential vote, as both candidates claimed victory. The presumed winner is Jakarta governor Joko Widodo (Jokowi). Quick counts...

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A New Dawn For Solar Power

After years of underperformance, the global solar power industry is set for a turnaround. Demand is rising in key markets, and technological advancement is increasing efficiency while cutting costs....

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Mining M&A To Pick Up

BMI expects global mining M&A to pick up over the coming quarters. This will be driven by the low valuations of mining firms, the push for operational efficiency in the mining space, as well as...

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