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Crash diet for the global meat industry,
Deepak Gopinath,
28 Apr 2009
Meat producers will be forced to restructure as protein demand shifts into lower gear | Commodities |
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Agricultural commodities outlook,
6 Mar 2009
Demand, especially for feed grains, has fallen more sharply than anticipated | Commodities |
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China: Why industrial restructuring will limit medium-term growth potential,
Larry Brainard,
Bo Zhuang,
23 Feb 2009
Who are the winners and losers in tackling the excess capacity overhang? | Economic policy and strategy |
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False dawn for dry bulk shipping,
30 Jan 2009
The shipping cycle has decoupled from the commodity cycle | Trade and finance nexus |
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Where are China’s new growth drivers?,
Larry Brainard,
Dian Qu,
Justine Moxham,
27 Jan 2009
Slowing growth will force a fundamental reorientation in China’s development strategy | Economic policy and strategy |
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China’s real estate crisis and the risks to growth,
Larry Brainard,
Bo Zhuang,
17 Dec 2008
A healthy property market, not exports, is the key to sustaining growth | Economic policy and strategy |
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The next food crisis?,
Deepak Gopinath,
21 Nov 2008
Low prices set the stage for grain supply shortages as early as the 2009/10 crop year | Commodities |
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Supply bottlenecks bedevil emerging markets' power sector expansion,
16 Oct 2008
Hurdles in equipment supply mean power shortages will persist | Global supply chain |
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China moves to stimulate a slowing economy,
Larry Brainard,
Bo Zhuang,
7 Oct 2008
Faced with a spreading global recession, China is taking initiatives to sustain growth | Economic policy and strategy |
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The upside in thermal coal,
Deepak Gopinath,
7 Oct 2008
Supply lags will cushion the price decline | Global supply chain |
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China's Darwinian solution for mitigating the impact of a global slowdown,
Larry Brainard,
Bo Zhuang,
11 Sep 2008
Restructuring-driven investment will support growth, and the strong will become stronger | Economic policy and strategy |
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Rubber’s impending bounce,
Deepak Gopinath,
20 Aug 2008
Neither falling oil prices nor the fundamentals support an extended sell-off in natural rubber | Commodities |
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China's exports face the music,
Larry Brainard,
Bo Zhuang,
30 Jul 2008
China responds to global slowdown by stepping up export sector restructuring | Trade and finance nexus |
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Oil prices and deglobalisation,
Deepak Gopinath,
27 Jul 2008
Higher transport costs will affect supply chain decisions but relocation will not happen overnight | Global supply chain |
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How Brazil's inflation cycle will play out,
Larry Brainard,
16 Jul 2008
The Central Bank is steering the economy towards a soft landing | Domestic financial markets |
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Unblocking the flow,
Deepak Gopinath,
6 Jul 2008
Oil supply constraints are driving the market | Global supply chain |
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Why China’s economic expansion will remain strong,
Larry Brainard,
Bo Zhuang,
19 Jun 2008
A closer look at industrial profitability shows rising domestic demand; export growth and increased pricing power will sustain growth | Economic policy and strategy |
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Rethinking the global food crisis,
Deepak Gopinath,
6 May 2008
The longer-term trend is for higher agricultural prices, but sharp price declines for wheat and rice are in store | Commodities |
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How to think about infrastructure in India and China,
Deepak Gopinath,
Larry Brainard,
14 Apr 2008
India’s private sector-led projects offer the best opportunities | Trade and finance nexus |
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China, India and the outlook for global LNG,
3 Apr 2008
Chinese and Indian demand will not be game-changing in this market | Global supply chain |
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BRICs go global,
13 Mar 2008
The protectionist backlash and global slowdown will not stop emerging multinationals from going overseas, but not all will succeed | Trade and finance nexus |
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China’s inflation: One-off revaluation becoming the lesser of two evils,
4 Mar 2008
China's new anti-inflation strategy is intensifying upward pressures on the yuan | Domestic financial markets |
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End in sight for the offshore rig boom,
25 Feb 2008
Brazilian, Chinese and Indian demand will not be sufficient to sustain the market beyond the near-term | Global supply chain |
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Europe’s GMO phobia,
7 Feb 2008
Bad for the EU’s livestock industry and soy exporters, but an opportunity for pork and poultry producers | Commodities |
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Inflation: the wild card in Russia's hand,
5 Feb 2008
Lacking effective monetary policies, Russia’s inflation is set to worsen | Domestic financial markets |
