What Our Analysts Are Reading – 9/15/2017

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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 Kokkinogeni on “Unemployment rate falls to 4.3% as wages stagnate”

“MNCs should anticipate weaker consumer demand in the UK in Q4 and beyond, despite the record low July unemployment figures. Wage growth continues to decline, and inflation is accelerating on higher energy prices and a weak pound, and consumers are becoming more conservative for purchases. B2C MNCs should take into account the negative Brexit effects on consumer demand in their 2018 planning.”

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Alex Shober on “With little impact from the Maldonado case, Bullrich stays ahead of Cristina in Buenos Aires”

“Despite the polarization caused by the missing protester Santiago Maldonado, the Cambiemos candidate holds a 3.8 percentage point lead over former president Cristina Kirchner, according to pollster Opinaia. Other pollsters show a similar trend. MNCs should continue to monitor the evolution of the Maldonado case ahead of the election – 23.4% of voters could see their vote being altered by the case.”

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

JosefJosef Jelinek on “Xi Jinping Projects a False Sense of Economic Calm Ahead of His Coronation”

“China’s economy continues to defy expectations of a slowdown, with economic indicators suggesting strong growth momentum going into the 19th Party Congress. The apparent strength of the economy, however, belies its shaky foundations: debt inducing, state-directed spending via state-owned companies, delivering ever diminishing returns for ever higher debt-to-GDP levels.”

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

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