What Our Analysts Are Reading – 4/22/2016

What our analysts are reading

Each week Frontier Strategy Group’s global team shares their view on key media stories, and what the implications are for businesses that operate in emerging markets. For more information about how to contact our analysts, send us an email.

Antonio Martinez

Antonio Martinez on “Pemex Isn’t Mexico’s Only Debt Problem As States Owe $28 Billion

“Multinationals need to be closely monitoring the growing risk of fast-accumulating state debt in Mexico, which represents 3% of GDP but is likely to increase markedly over the coming months. FSG clients should be carefully assessing their subnational prioritization, particularly B2G companies.”

Link to article | Read More of Antonio’s Commentary | Have a Question for Antonio?


Mario Gutierrez on “Argentina’s Return to Markets Several Times Subscribed “

“Argentina has secured one of the most anticipated market comebacks in recent history, ending 15 years in exile with a sale of debt that has attracted bids of more than US$65 billion.”

Link to article | Read More of Mario’s Commentary | Have a Question for Mario?

Alec Lee

Alec Lee on “Brazil’s Lower House Votes In Favor Of Impeachment”

“FSG has provided its outlook on next steps in terms of impeachment in Brazil, along with analysis of the significance for multinationals operating in the country. As politics continue to dominate economic fundamentals in orienting growth forecasts, it is more important than ever for executives to understand the direction and meaning of events in Brasilia.”

Link to article | Read More of Alec’s Commentary Have a Question for Alec?

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