What Our Analysts Are Reading – 8/31/2018

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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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Adam JarczykAdam Jarczyk on “What Does a Chinese Superpower Look Like? Nothing Like the U.S.

“There is no doubt that Xi Jinping envisions his country rising to greatness in the coming years. His policies are positioning China not as a status-quo stakeholder in the current world order, but as an external innovator that offers alternative rules, norms, and modes of cooperation. We discuss this perspective in our recent report on China’s Belt and Road Initiative.

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Mark McNamee

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Ryan Connelly on “Exclusive: Mexico-U.S. deal includes Mexican auto export cap – sources”

“After a moment of irrational exuberance on Monday, this story reminds us that a renegotiated NAFTA this year is far from certain. An export quota on Mexican cars and products to the US was not part of previously announced deals, and throws further uncertainty on (1) whether steel and aluminum tariffs (and retaliatory tariffs) would be dropped, and (2) whether Canada could accept these terms.

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Danyi YangDanyi Yang on “China’s central bank gives itself more leeway on setting exchange rate

“After injecting $22bn of commercial bank loans into the banking system last week to increase credit flows, the People’s Bank of China takes another step to guard the country’s economy against speculative capital outflows and rising trade tensions with the US by reintroducing a “counter cyclical factor” to stabilize the renminbi.

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