What Our Analysts Are Reading – 11/11/2016

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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.


Joel Whitaker on “US chief executives write open letter to Trump seeking reassurances”

“Donald Trump received no support from Fortune 100 CEOs during the campaign, but how he engages with leaders of global businesses as President-elect will be telling. As he develops trade and immigration policies and makes staff and cabinet appointments, will he be as sweeping as his campaign rhetoric, or more surgical in ways that address business concerns?”

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


Dalia Naguib on “Egypt’s pound strengthens as IMF loan deal nears”

“Receipt of the first $2.75 billion installment of the IMF loan, possibly as early as next week, is good news for Egypt’s economy. It will bring more liquidity into the market, thereby encouraging more interbank trading, and will increase investor confidence. Additionally, it may slightly strengthen the value of the pound after it went into free-float.”

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


Pratima SinghPratima Singh on “India Abolishes 500 and 1,000 Rupee Notes to Fight Corruption”

“While this move by the Modi government will have a positive impact in the medium-term, it will be a source of confusion and inconvenience in the short-term. Multinationals should evaluate the impact of this with their local partners – specifically those that deal in large cash transactions – and provide support to distributors as we expect to see significant payment delays over the next few weeks. ”

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


Mark McNameeMark McNamee on “Half of Russians at Risk of Poverty, Says World Bank”

“Firms will not see a notable uptick in consumer demand in 2017 as confidence remains quite low with Russians seeing continued steep drops in their real incomes in 2016 and more falling into poverty. Even as conditions improve minimally in H2 2017, confidence and therefore spending will lag in light of this extended two year economic crisis.”

Link to article | Read More of Mark’s CommentaryHave a Question for Mark?

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