Commodities Podcasts

AEC: Assessing The Regional Impact

Progress towards the ASEAN Economic Community (AEC), though slow, will continue to take place. Further economic integration and liberalisation under AEC goals will provide a continued tailwind to...

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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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Palm Oil Price Forecast

BMI's Commodities team expects palm oil prices to head higher over the years to 2018 on the back of growing market tightness and rising demand from emerging markets. This week's podcast features...

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Food Price Inflation: Where Are The Risks?

After three major food price spikes in the preceding five years, grain prices declined sharply over 2013, falling by an average of 25%. At BMI, we expect grain prices to head further south in 2014,...

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Urbanisation And Commodity Prices

One of the key drivers of high commodity prices in recent years has been urbanisation in the developing world. In China alone almost 300 million people have moved into cities since the turn of the...

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