What Our Analysts Are Reading – 5/18/2018

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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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Anna Rosenberg onBrexit Britain has closed to foreigners

“This is an excellent analysis into the different dynamics at play shaping the UK’s torn relationship between wanting to forge new global trade partnerships while at the same time aggressively trying to lower immigration. The current hostile immigration policy environment is already restricting the talent pool for companies, and things will likely get worse.

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William Attwell on “​Zimbabwe public workers reject higher government salary offer

“The public-sector trade union’s rejection of the government’s 15% pay increase offer casts doubt over Finance Minister Patrick Chinamasa’s prospects for stabilizing public finances – a precondition for being able to access crucial new loans from multilateral lenders. Consequently, and despite broad improvements in the economic outlook, MNCs should not expect increases in B2G demand in 2018.

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Danyi Yang

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Antonio Martinez

Antonio Martinez on “Mexico’s Former First Lady Withdraws From Presidential Race”

“Margarita Zavala’s exit from Mexico’s presidential race should modestly boost Ricardo Anaya’s candidacy, but will not be enough to radically reshape the presidential election landscape, which still has populist-nationalist Andres Manuel Lopez Obrador as heavily favored.”

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Ryan Connelly on “Trump’s China Tariffs Would Hit U.S. Firms More, Peterson Says”

“A new study by the Peterson Institute confirms what we have been saying for some time: the main goal of US tariffs is to force US firms to move supply chains outside of China. This is a form of localization pressure. For MNCs with US-China supply chains, incremental investments should be made in regions that reduces exposure in case these tariffs take effect.”

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“The Polish government accused foreign companies for large capital outflows and “exploitation” through profit repatriation. The ruling party wants to address this through “Polonization” – increasing Polish ownership of firms through taxation and incentives. MNCs should monitor changes in the fiscal environment and plan ahead, as the government is likely to put more pressure on foreign businesses.”

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

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