What Our Analysts Are Reading – 5/11/2018

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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.

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

Ashu Agarwal on “Mahathir’s Pakatan Harapan pulls off shock victory at Malaysia general election”

“Dr. Mahathir Mohamad claimed a surprise win in Malaysia’s general elections. MNCs can expect higher political risk due to uncertainty regarding Mahathir’s policy priorities and his ability to implement reforms given his small majority in the parliament. If implemented, Mahathir’s proposed policies are likely to impact MNC operations through various channels and lead to a weakening of the ringgit.

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

William Attwell on “​South Africa business confidence drops to pre-Ramaphosa levels

“South Africa’s Chamber of Commerce reported that business confidence has sunk to levels last seen during the crisis years of former populist president Jacob Zuma’s tenure. MNCs should re-evaluate their expectations for the market, particularly if they had assumed a rebound in B2B sales linked to rising business investment.

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

Danyi Yang

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

Mark McNamee

Mark McNamee on “Russia’s Alexei Navalny arrested as 1,600 detained nationwide”

“The protest mood will remain elevated in the coming years, despite solid support for Putin, though it will remain mostly related to economic grievances rather than the political protests seen this past weekend. Businesses should not be concerned about the threat of protests upsetting political stability.”

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

Alex Schober on “Argentine Congress approved capital markets reform pushed by the government approved”

“Despite the highest levels of volatility since the election of Macri, Congress approved the capital markets reform. This will be a boost to the financial health of local SMEs and partners in the medium to long term. Furthermore, it will help Argentina’s case in being promoted to emerging market status in Morgan Stanley’s MSCI index, easing long-term financing for foreign investors.”

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


“MNCs should expect increasing pressure from distributors and retailers, squeezing their margins, and should keep close communication with their partners to prevent a disruption in their value chain. The Sainsbury’s/Asda merger will result in lower prices, and will further squeeze margins for suppliers. Aldi and Lidl are likely to respond with price decreases to maintain market share.”

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

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