Hurdles in equipment supply mean power shortages will persist

Faced with a spreading global recession, China is taking initiatives to sustain growth

Supply lags will cushion the price decline

Restructuring-driven investment will support growth, and the strong will become stronger

Neither falling oil prices nor the fundamentals support an extended sell-off in natural rubber

China responds to global slowdown by stepping up export sector restructuring

Higher transport costs will affect supply chain decisions but relocation will not happen overnight

The Central Bank is steering the economy towards a soft landing

Oil supply constraints are driving the market

A closer look at industrial profitability shows rising domestic demand; export growth and increased pricing power will sustain growth

The longer-term trend is for higher agricultural prices, but sharp price declines for wheat and rice are in store

India’s private sector-led projects offer the best opportunities

Chinese and Indian demand will not be game-changing in this market

The protectionist backlash and global slowdown will not stop emerging multinationals from going overseas, but not all will succeed

China's new anti-inflation strategy is intensifying upward pressures on the yuan

Brazilian, Chinese and Indian demand will not be sufficient to sustain the market beyond the near-term

Bad for the EU’s livestock industry and soy exporters, but an opportunity for pork and poultry producers

Lacking effective monetary policies, Russia’s inflation is set to worsen

Too soon to throw in the towel

Local companies are succeeding where the multinationals failed