What Our Analysts Are Reading – 9/14/2018

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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 Athanasia’s CommentaryHave a Question for Athanasia?

Matthew KindingerMatthew Kindinger on “Another dusk to dawn curfew imposed on Cameroon’s restive NW region

“The Cameroonian government has imposed a dawn to dusk curfew in the anglophone Northwest province. Although the curfew does not extend Douala and Yaounde—where most MNCs’ customers are located—the security climate in anglophone regions will likely to remain tense through 2019. MNCs should continue to monitor security developments in the country, and support local partners were necessary.

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JosefJosef Jelinek on “​Free BMWs, Discounts Show China Developers Desperate to Sell

“A prolonged campaign to reign in China’s financial system and deflate a property bubble has squeezed funding for China’s cash-strapped real estate developers. As indebted developers face a US$ 23 billion debt maturity wall early next year, some are offering would-be buyers heavy discounts or other perks, such as free luxury cars, in a desperate attempt to raise revenue.

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

Ryan Connelly on “China open to US talks to defuse trade tensions”

“The US Treasury is not in charge of the US negotiating position – the US Trade Representative is. Already this morning, Trump tweeted out that he did not like the US making overtures to China: it made the US look weak in the media. The last time Mnuchin was in charge of negotiations with China in May, Trump rejected the deal. We still expect a protracted US-China conflict going beyond US midterms.

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Danyi YangDanyi Yang on “China Aug new loans fall as cooling economy makes both banks, borrowers wary

“Chinese banks extended fewer new loans in August compared to the previous month. Companies can expect more monetary loosening in China in the next few months, as the central bank continues to pump more liquidity into the financial system to boost investment growth amid trade tensions with the US.

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Martin Belchev on “Finance Ministry to urge independent and govt agencies to control expenses

“Kuwait’s Ministry of Finance followed in the step of its Omani counterpart and announced that it plans to inform a number of public agencies that they need to avoid exceeding the amounts allocated to the in the budget, especially in regards to current and future contracts. MNCs in Kuwait should expect rationalisation of public resources in 2019 and milder government.

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