What Our Analysts Are Reading – 4/7/2017

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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.

Mark McNameeMark McNamee on “Czech Republic shows the world the right way to kill a currency peg”

“MNCs will now benefit from even cheaper import costs and lower inflation in Czech Republic now that the koruna is set to appreciate. However, interest rates may start to rise slowly in the coming months, potentially limiting consumer and business credit over time, impacting customers and local partners.”

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

Cheng Siew Chua on “Thai king signs constitution in step toward poll”

“While the signing of the 20th constitution is the first step towards restoring democracy in Thailand, the bureaucratic process – beginning with the drafting of laws by the Constitution Drafting Committee – will take time. It is unlikely that elections will be held before November 2018, which gives multinationals sufficient time to plan for any disruption resulting thereof.”

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

MarioMario Gutierrez on “Argentina Rakes in $116.8 Billion From Hidden Assets Amnesty”

“Argentina attracted almost six times more than it expected from an amnesty on unregistered funds held abroad, boosting fiscal revenue that might help it meet the budget deficit target for a second consecutive year.”

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

Natalia DuarteNatalia Duarte on “Ecuador’s Lenin Moreno Declared Winner of Presidential Election

“Lenin Moreno from Ecuador’s ruling party has officially been declared the winner of the country’s presidential election over right-wing candidate Guillermo Lasso, with 51.16% of the vote. Although Lasso has said he will contest the result, a recount is unlikely. President-elect Moreno will assume office on May 24 and is expected to continue many of Correa’s policies while facing fiscal constraints.”

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

Antonio MartinezAntonio Martinez on “Is the U.S. super-dollar effect no more?”

“The perilous “super-dollar effect” that would have roiled emerging market currencies is now less likely, but multinationals should continue to expect significant pressure arising from tighter Fed policy and uncertainty around global disruptors).”

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

Alec LeeAlec Lee on “Microtargeting Economic Recovery in Brazil

“The Brazilian economy should only grow by a paltry 0.8% in 2017, with private consumption likely to only grow at 0.2%. This means that multinationals will need to be even more targeted in their Brazil operations in order to drive growth.”

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


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