What Our Analysts Are Reading – 9/22/2017

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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.


Zeynep Kosereisoglu on “Saudis May Raise Domestic Gasoline Prices by 80%”

“Executives should prepare for a potential increase in gasoline prices in November 2017 in Saudi Arabia. The government remains committed to subsidy reductions and MNCs should expect ongoing increases to gasoline and fuel prices over the next 6 – 12 months, which will also result in an eventual rise to electricity prices and overall inflation.”

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athanasia-kokkinogeni

Athanasia Kokkinogeni on “Brexit Bulletin: What May Will Say”

“MNCs should expect additional details on Brexit from British prime minister May’s speech in Florence. PM May is expected to give more clarity on EU budget payments, affecting future EU fund programs, as well as the divorce bill. Negotiations are likely to regain speed after the German elections on Sunday, when Chancellor Angela Merkel is on course to win most of the votes.”

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Alex Shober on “Argentina Consumer Confidence Index grew 7.2% in September”

“Argentina’s consumer confidence index (CCI) grew 7.2% MOM and 19.8% YOY in September. More importantly, this means that the index (=51.0) is in “optimistic” territory (greater than 50.0). A robust private consumption recovery in Argentina is lagging. However, this strong jump in confidence along with falling inflation expectations should point to an imminent, short-term consumption recovery.”

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Dalia Naguib on “Iranian Government Initiative to Reform Pricing”

“The Iranian government’s pricing reform policy is a positive move in Rouhani’s economic agenda, but will have several implications on MNCs whose products are affected. As producers of non-staple goods are gradually allowed to avoid printing prices on their products, inflationary pressures may follow and MNCs will face greater price competition, necessitating more tactical marketing.”

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Matthew KindingerMatthew Kindinger on “Govt approves major changes in import customs duties rates”

“The Mozambican government has approved numerous changes to import tariffs, many of which will have an impact on MNCs. For example, tariffs on portland cement increase from 10.5% to 20%, while tariffs will be applied to alcoholic beverages based on their alcohol content. New import taxes on aluminum wires and cables, and used clothing have also been introduced.”

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Ashu Agarwal on “Việt Nam wants foreign investors for SOE equitisation: PM”

“The Vietnamese government aims to encourage foreign investment in the country by implementing economic reform and divesting its stake in certain SOEs. However, large-scale inefficiencies, high SOE debt, and restrictions on stakes available for sale are likely to limit foreign interest. Executives should set realistic expectations for future reform and evaluate the business impact accordingly.”

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