What Our Analysts Are Reading – 3/30/2018

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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.


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Danyi YangDanyi Yang on “North Korean Leader Kim Jong Un Visited Beijing”

“North Korean and Chinese leaders met in Beijing ahead of Kim’s planned summit with the US, signaling more uncertainties over President Trump’s intention to impose tariff measures on China as a negotiation chip in leveraging its influence over Pyongyang’s denuclearization. While Kim seems more engaged in talks, the country’s nuclear risk remains disruptive for businesses across Asia and the US.

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Martin Belchev on “​Strong odds of Poland reaching agreement with Brussels: PM

“Polish PM Morawiecki expressed his optimism about the proposed amendments of the judicial reform and the government’s desire to mend relations with the EU. His tone points out that Poland is seeking a compromise and is becoming much more flexible, increasing the likelihood that a compromise will be reached. As a result the risk stemming from Poland’s disagreement with the EU is starting to subside.

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athanasia-kokkinogeni

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Ryan Connelly on “South Korea secures US steel tariff exemption”

“South Korea became the first state to receive a permanent exemption to steel and aluminum tariffs – but in exchange, has agreed to voluntary export restrictions (quotas) on steel and aluminum exports, and enhanced market access for US autos to Korea. This seems like the blueprint the US wants to follow elsewhere, and the US is using these tariffs as a tool to try and speed up NAFTA negotiations.”

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Alejandro Valerio on “‘We’ve Had Enough,’ Says Peru’s New President”

“Martín Vizcarra was sworn in as Peru’s president on Friday afternoon, ending months of political uncertainty and the tumultuous PPK’s presidency. Vizcarra is known as skillful negotiator. Educated as an engineer, MNCs should expect a more careful, technocratic head of state who might be able to streamline investment in mining and infrastructure, the two key drivers of Peru’s economy in 2018.”

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JosefJosef Jelinek on “China Splits Top Jobs at Central Bank, Adding Another Reformer”

“The announcement that the top roles at China’s central bank will be split between Guo Shuqing, as party secretary (chairman) and Yi Gang as governor (chief executive), is another sign that the party wants to tighten its control over the economy. By putting competent technocrats in place, their trusted expertise act as safe pairs of hands, with the corollary being the strengthening of the party.

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