What Our Analysts Are Reading – 7/15/2016

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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.


Cheng Siew Chua on “Vietnam struggles to attract investors to transport infrastructure”

“Vietnam is finding it increasingly difficult to attract capital to develop its transportation infrastructure. Long approval processes for site clearances and delays in construction are putting investors off and driving up business costs. Multinationals looking to get involved in Vietnamese infrastructure projects should ensure that their plans account for continued delays and capital shortfalls.”

Link to article | Have a Question for Cheng Siew?


Pablo GonzalezPablo Gonzalez on “Maduro’s Threats Fail to Stop Companies From Exiting Venezuela”

“As the political, social and economic situation blunders toward the breaking point, more multinationals are taking stock of their current operational footprint in the Venezuelan market and assessing whether a significant curtailment of their direct commercial presence and local production in warranted. For more information information please read our latest Venezuela Quarterly Market Review.”

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


Zeynep Kosereisoglu on “Egypt’s central bank keeps EGP stable against US dollar in FX auction”

“Although the Egyptian central bank kept the pound steady today, the likelihood of devaluation remains high within Q3 2016. The move, which will weaken the the Egyptian pound by at least 20-25% against the US dollar, will be an important step in relieving the FX shortage, but will also fuel inflation beyond the current levels of around 12% ”

Link to articleRead More of Zeynep’s CommentaryHave a Question for Zeynep?

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