What Our Analysts Are Reading – 8/4/2017

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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.

Cailey Stevens on “Senate Democrats press for bipartisan talks to overhaul the tax code”

“Despite the recent failure of health care reform, the Trump Administration is pushing for a rapid resolution to tax reform; calling on Congress to vote on legislation by Q4 2017. In the absence of a legislative pivot away from attempting to address legislation quickly without building consensus, tax reform is likely to be pushed to 2018 if it is successfully addressed at all.”

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William Attwell on “South African Gold Mine Job Cuts Widen With 16,000 at Risk”

“The stand-off between mining companies and the government over the latter’s controversial Mining Charter means firms will desist from making major investments, hurting B2B demand, while encouraging them to cut costs. Around 14% of gold mining jobs could be shed, pushing up already high unemployment.”

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Danyi YangDanyi Yang on “China Parades New Missile in Warning to Rivals Abroad—and at Home”

“With China’s latest military parade, the leaders are flexing the country’s muscles amid escalating tensions from North Korea’s nuclear tests and Sino-Indian border disputes. MNCs should be prepared for President Xi’s further concentration of political and economic power ahead of the leadership meeting in late 2017.”

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Alec LeeAlec Lee on “Brazil’s Temer Rallies Allies for Congress Vote on Graft Trial”

“While a vote on Temer’s indictment is not guaranteed for tomorrow, it is likely that there will be a quorum and that the vote will proceed. Temer needs just 172 votes to avoid trial. However, less than 250 votes in favor of the president would point to political weakening and would put into question Temer’s ability to survive further votes let alone pass reform measures should he stay.”

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athanasia-kokkinogeniAthanasia Kokkinogeni on “Eurozone economy grows at fastest pace since debt crisis”

“MNCs should remain confident about their eurozone targets, because the economy grows faster than before with Spain leading the outlook. Stronger manufacturing and tourism are driving a rapid decline in unemployment. Moreover, improvements in the banking sector have aided credit growth across the region. Please review our Quarterly Market Review: Western Europe – Q3 2017 for more details.”

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Alex Shober on “Afirman que la industria crecerá por encima del 5% en los próximos meses”

“Sources in the Ministry of Production predict that Argentine industry will continue to strongly recover in the coming months, after expanding 6.6% YOY in June, above forecast consensus. MNCs should continue to look at the automobile industry and construction as high-growth opportunities in Argentina. Meanwhile, textiles and shoe manufacturing continue to struggle.”

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