North Korea
Political Risk
BMI View: North Korea's currency reforms in December have raised speculation that public anger could lead to unrest. However, we believe the regime has a sufficiently formidable security...
2010-01-06Economy
BMI View: A new summit between the two Koreas, rumoured to be under discussion, would be symbolically important, but we would not expect it to persuade the North to denuclearise....
2009-10-29Economy
BMI View: Reports that North Korean leader Kim Jong Il has halted preparations for his third son Kim Jong Un to succeed him raise new uncertainties about the country's future leadership....
2009-10-01Economy
BMI View: North Korea is currently pursuing improved relations with the South and the US, following recent conciliatory gestures by all sides. However, the rapprochement is likely...
2009-09-02Economy
BMI View: North Korea's economy grew by an impressive 3.7% in 2008, due to 'one-off' factors, but this success is unlikely to be repeated in 2009, due to the severity of the global...
2009-06-29Economy
BMI View: We see a growing possibility of a military clash between North and South Korea, most probably in the West Sea, as Pyongyang prepares to test more missiles and provoke Seoul...
2009-06-03Economy
BMI View: North Korea's rocket launch will embolden Pyongyang in its relations with Washington, Seoul, and Tokyo, but it does not change much in regional dynamics. Going forward,...
2009-04-06Economy
BMI View: North Korea's new Supreme People's Assembly (SPA), to be elected on March 8, will lay the groundwork for a new leadership that will eventually succeed Kim Jong Il. Below,...
2009-03-03




