What Our Analysts Are Reading – 4/27/2018

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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.

Antonio Martinez

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Martin Belchev on “EU Structural Funds to shift from East to South”

“The new EU cohesion fund budget will likely depart from previous iterations as it will focus more on Southern Europe. The plans also include to tie the budget to the maintenance of the rule of law and independent public institutions, meaning that CEE member states will face significant pressure. When devising their long-term plans, MNCs should monitor how these changes will affect their sector.

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Mark McNameeMark McNamee on “​Russia’s middle class has returned to its pre-crisis cautious optimsim

“MNCs need to distinctly segment their customers as Russia emerges from the economic crisis and sentiment is reviving among different groups. The Ivanovo index indicates improvements for the average, urban Russian consumer; however, price-sensitivity remains and risks related to sanctions and potential ruble weakness could upset this fragile recovery in H2.

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Ryan Connelly on “The Next Challenge for Global Growth: Keeping Up With Demand”

“Global growth is forecast to be solid this year. And as concerns have shifted from weak demand to insufficient supply, price concerns have shifted from deflationary pressures to inflationary pressures. There are not yet strong signs of inflationary pressure in the data, and the Fed has already begun gradually increasing rates to slow down inflationary pressures.”

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Alex Schober on “Argentina says economy expands 5.1 pct in February yr/yr”

“Argentina’s economic activity index (EMAE) grew 5.1% in February compared to the same period in 2017. Growth was led by the construction sector (12.7%), financial services (7.4%), and wholesale and retail commerce (7.9%). It should be noted that the latter’s strong expansion is largely based on a favorable base of comparison, meaning that Argentina still has not seen a strong consumption recovery.”

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