What Our Analysts Are Reading – 5/5/2017

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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.


athanasia-kokkinogeniAthanasia Kokkinogeni on “Local election 2017 results in England, Wales and Scotland – and what does it mean for the general election?”

“Wins of the Conservative party in the local elections signal a strong performance in the general elections on June 8. The Tories are likely to secure majority in June, and increase their voice over Brexit negotiations – resuming after the elections – towards a softer Brexit. In this case, MNCs should expect reduced uncertainty compared to before in Brexit negotiations favoring the UK outlook.”

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


Natalia DuarteNatalia Duarte on “U.S. May Consider New Venezuela Sanctions as Crisis Deepens”

“Following President Maduro’s announcement that he will seek to rewrite Venezuela’s constitution, the US government said it may consider sanctions against Venezuela. Thus far, the US has only imposed targeted sanctions on individuals for drug trafficking and human violations, but a move to wide-ranging sanctions on the country or its economy would impact its foreign trade, among other factors.”

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


Danyi YangDanyi Yang on “China’s Credit Slowdown Poses a Threat to Global Growth”

“As Chinese regulators tighten monetary policy to clamp down on speculative activities, the credit deceleration will inevitably lead to slower growth. Whether the government can successfully manage the balancing act remains a question, but the shrinking demand would hurt MNCs in China and impact its main global suppliers, especially emerging markets that are more China-dependent in commodity trade.”

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