What Our Analysts Are Reading – 4/20/2018

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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.

Danyi Yang

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Martin Belchev on “Poland to cut CIT for SMEs from 15% to 9%: PM”

The government introduced a plan to overhaul the economic system, which includes lowering the corporate tax on SMEs to 9%, expanding on its social policy programs, and investing in infrastructure. The plan also includes an additional levy on large retailers. This falls in line with FSG’s expectations on the general policy direction, and MNC’s should expect higher local business favoritism.”

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Mark McNameeMark McNamee on “​Moody’s says Russian economy resilient to latest U.S. sanctions

“While sanctions are clearly not good for investment and sentiment, to this point they should not be fundamentally weakening demand in the economy notably. MNCs need to monitor US-Western relations as the threat of sanctioning the purchase of Russian sovereign bonds would be the most threatening to the Russian economy, though this remains unlikely at the moment.

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Ryan Connelly on “In new sign of trade battle, China slaps U.S. sorghum producers with 179 percent deposit”

“China threatened tariffs on sorghum back in January, but until yesterday, had not implemented any new tariffs against the US. This changed yesterday, with China implementing sorghum tariffs in response to a US ban on exports to the Chinese phone maker ZTE for the next seven years. FSG expects significant disruptions, or at least higher prices, for global supply chains that link the US and China.”

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William Attwell on “Zimbabwe’s Mnangagwa Says New Investment Law to Open Economy”

“President Emmerson Mnangagwa says the new Investment and Business Facilitation Bill will simplify and streamline regulatory procedures affecting MNCs and their partners, and create a “one-stop-shop” for investors. The bill marks a major turnaround after several years of anti-business policies.”

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