Spain’s Woes Continue – FSG Analyst Insights

Interview with Matt Lasov, Head of EMEA Research for Frontier Strategy Group Politically, there is zero will to allow Spain to default but markets have moved faster than politicians every step of the way. It’s very difficult to view European politicians as…

Recession in Europe, Driving Risk of Breakup – FSG Analyst Insights

Interview with Matt Lasov, Head of EMEA Research for Frontier Strategy Group “The risk of default and devaluation in Europe is still high. Bailout discussions focused on Spanish banks buy time and businesses should use this time to set plans in place…

Spain Teetering – FSG Analyst Insights

Interview with Matt Lasov, Head of EMEA Research for Frontier Strategy Group “The crisis in Spain is accelerating faster than expected. Again, it’s all down to the banks. While everyone’s attention is on Greece, Spain is quietly struggling to pull…

Emerging Markets Outlook Bright in 2012

Original Article in MarketWatch Matt Lasov, director of global research at Frontier Strategy Group, said the emerging markets’ performance in 2012 depends on their relationship to the euro zone. “The euro zone is in a recession that is likely to…

The Sovereign Debt Crisis in Emerging Markets (Part II)

What can your business do? Most companies react to crises by cutting costs and strengthening cash positions. These companies fail to separate from the pack during the inevitable recovery that follows every crisis. Leading companies: Plan opportunistically – Build acquisitions…

The Sovereign Debt Crisis in Emerging Markets (Part I)

What happened? In 2008, banks stopped lending as they were forced to use capital to absorb losses from deteriorating investment portfolios. When lending dried up, business struggled, industrial production contracted, and jobs were lost. Job loss drove the consumer into…