BMI Country Risk & Industry Analysis

The BMI Web Platform is your gateway to data and research on over 200 #markets and 20+ #industries, with analytical tools that help you make clear-sighted business decisions. Providing access to all BMI industry, country, #politics and #economics data and insights in one place, the platform is backed by dedicated client-facing teams of specialists, whose sole function is to support your success in using it. Request a demo today: https://ow.ly/b6pe50TfcE5 #ConnectedThinking #Research #Data #Analytics

Sub-Saharan Africa is experiencing a unique trend in energy intensity, with Angola and Mozambique leading the rise. Despite a marginal increase in carbon intensity due to fossil fuels, the region's carbon emissions per capita are expected to decline over the next decade. Discover how Senegal and South Africa are making strides in reducing energy and carbon intensity. Read full article: https://ow.ly/co0e50ToW5v #ConnectedThinking #EnergyEfficiency #CarbonIntensity #EnergyTransition #SubSaharanAfrica

Join us at the Fitch Group All Angles Forum 2024 on 1 Oct for the panel session "Navigating a New Normal". Moderated by Erin Lyons, with insights from Cedric Chehab, Logan Miller and Ross Schaap, this session will explore election predictions, their broader economic and geopolitical implications, and key macro and credit trends in Asia. Secure your spot today: https://ow.ly/VVwC50ToSLN #FitchAllAngles2024 #USElection #GeopoliticalRisk #Credit

Amid rising conflict risks in the Middle East and costly maritime shipping, rail freight from Mainland China to Europe is emerging as a cost-effective, reliable, and faster alternative. By August 2024, rail shipping costs for a 40-foot container to Poland were less than half of maritime costs and took just 8.9 days. Transit volumes along the Eurasian Northern Rail Corridor surged by 127.1% from Nov 2023 to June 2024. However, East-West rail capacity remains limited and geopolitical tensions could pose operational challenges. Read full article: https://ow.ly/mEIb50TofPX #ConnectedThinking #MiddleEast #RedSeaCrisis #Freight #Logistics

Since the WBGI aggregates data over a 12-month period, it can be difficult to systematically pinpoint when in the course of a year governance scores change direction, by how much, and how long those changes persist. GeoQuant's WGI Nowcast product overcomes this hurdle by capturing the relationship between high-frequency monthly data based on long-run movements in the low-frequency data. Register here to find out more: https://ow.ly/2JJm50TjZhm #ConnectedThinking #Indicators #WorldBank #PoliticalRisk #Geopolitics

Our Autos analysts Koketso Tsoai, Santiago Arieu and Joshua Cobb discussed the impacts of softening demand for electric vehicles and the outlook for the sector into 2025. Watch the replay here: https://ow.ly/walM50TmG40 #ConnectedThinking #ElectricVehicles #Autos

Whichever party wins the presidential election appears best placed to take control of the House of Representatives, although Republicans are likely to flip the Senate, given a much more favourable electoral map. Read the full article here: https://ow.ly/wP0Z50TmFkf #ConnectedThinking #PresidentialElection #PoliticalRisk #Elections

As 2024 unfolds, developed markets (DMs) continue to show surprising resilience against growth headwinds. Yet, beneath the surface, our analysis of some key macro fundamentals reveals a significant deterioration in DM economic health compared to pre-Covid periods. Read full article: https://ow.ly/bAqg50TlXoR #ConnectedThinking #DevelopedMarket #EconomicAnalysis

GeoQuant has developed a nowcast proxy of the World Bank’s World Governance Indicators (WBGI), providing dynamic tracking and real-time predictions about WBGI governance scores. Join Iris Malone, PhD and Aycan Gamache, PhD as they review the correlation between the WGI Nowcast product indicators and the WBGI, analysing where risks have changed the most over the past year. Register here: https://ow.ly/2OqS50TjUFm #ConnectedThinking #Indicators #WorldBank #PoliticalRisk #Geopolitics

Demand for electric vehicles (EVs) has slowed in 2024, as the challenges in transitioning from 'early adoption' to 'mass adoption' in developed markets, high #EV prices, residual value concerns, range anxiety, and reduced incentives have all combined to dampen demand. Join our analysts as they discuss the impacts of this softening in demand and look ahead to 2025 to determine whether this is a short-term blip or a new normal for the EV market. Register here: https://ow.ly/lbMN50TiXca #ConnectedThinking #ElectricVehicles