What Our Analysts Are Reading – 9/8/2017

WOAAR top banner

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.

Joel Whitaker on “Mattis warns of ‘massive,’ ‘overwhelming’ military response to North Korea after meeting with Trump”

“Despite rapidly escalating rhetoric and increased North Korean nuclear weapon capability, it is unlikely that American preemptive action is imminent. In the case of the Iraq War, military planning commenced a year and a half before invasion. Expect diplomatic options to be explored and uncertainty to be prolonged. Talk of terminating the US-South Korea trade agreement will be short-lived.”

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


Athanasia Kokkinogeni on “Leaked document reveals UK Brexit plan to deter EU immigrants”

“MNCs should continue to monitor Brexit updates, which could impact their costs and how they do business in the UK in the medium term. Leaked document reveals PM May’s Brexit plan to restrain EU migrant flows. The document categorizes EU workers by skills: those low-skilled staying up to 2 years, and those highly-skilled up to 5 years. Confirmation pends by the government, and the EU.”

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

Alex Shober on “Chilean economy surprises in July and the market is already starting to talk about recovery”

“The Imacec, Chile’s index for measuring economic activity, grew 2.8% YOY in July. This was higher than the market consensus of 2.3% and the highest recorded figure since January 2015. The Imacec was led by mining, whose component in the index grew by 5.2% YOY. This affirms FSG’s view that Chile’s economy will rebound stronger in 2H 2017 and 2018, led by copper export revenues.”

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

JosefJosef Jelinek on “China’s leadership reshuffle: what’s behind Xi Jinping’s poker face?”

“October 18 is the date set for China’s Communist Party’s 19th Congress. There, party members will select a new set of leaders and set policy direction for the next half-decade. While very little is known about this year’s event, Xi appears determined to transform the governance system and impose his own style, weighing several major issues which would drastically reshape China’s politics.”

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

William Attwell on “Kenya election: Date set for Kenyatta-Odinga re-run”

“The election commission’s announcement that it will re-run the presidential election on October 17 comes after the Supreme Court annulled the result of the August poll (which President Kenyatta won with a comfortable majority) citing irregularities. The shilling currency and local stocks fell sharply, causing the Kenyan bourse to suspend trading.”

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

Alec LeeAlec Lee on “Senators approve new interest rate at Brazil’s development bank BNDES”

“The passage of the bill that retires the TJLP subsidized interest rate, and creates its replacement, the TLP, will save the government an estimated R$ 240 billion over the next 10 years. The change will also help to correct significant distortions in local credit markets and make monetary policy more effective. Overall, the move is a significant positive for Brazil’s long-term outlook.”

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

Leave a Reply

Your email address will not be published. Required fields are marked *