Anna-Marie Baisden, Head of Autos Analysis, presents a Business Monitor View on the outlook for the industry in emerging markets. She discusses the implications of economic sanctions on the Russian market, highlights which countries in emerging Asia offer the best long-term potential and asks whether Africa really is the final frontier for global automakers.
Growth in emerging markets has slowed drastically compared with the boom years of the last decade and emerging markets will increasingly require economic and political reform in order to adapt to this new reality. This Business Monitor Briefing looks at which countries are in a position to meet the challenges of the new economic environment versus those that will fall short of the mark, with implications for investors. Key discussion points include:
What are the major risks facing long-term investors in global emerging markets?
What is the outlook for China over the next five years?
Will the economic reforms being proposed by the new Indian government be successful?
How will the ongoing China slowdown effect infrastructure projects across global emerging markets? What is the outlook for agribusiness and food security in global emerging markets?
Lisa Lewin, Global Economist, presents a BMI View on the Outlook for our ‘African Lion’ economies. She discusses how we defined an ‘African Lion’ economy, what’s driving growth, and the challenges these countries face in the next five-to-ten years.
What are the key dynamics that will drive global currency moves in the coming quarters? What are Business Monitor’s views on the Euro and the Chinese Yuan? What is the outlook for emerging market currencies? Timothy Cooper, Global Economic Strategist, addresses these questions as he presents a Business Monitor View on the Outlook for Global Currencies.