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.
Joel Whitaker on “A Little-Noticed Fact About Trade: It’s No Longer Rising”
“Slowing economic growth, populist politics, and stalled trade talks are reinforcing a dynamic in which both developed markets and China are less powerful drivers of the global economy. The potential emergence of a G8 consensus against further trade integration is one of FSG’s downside Events to Watch for 2017. Multinationals should also revisit economic assumptions about local production.”
Link to article | Read More of Joel’s Commentary | Have a Question for Joel?
Cheng Siew Chua on “West should not lecture countries they once exploited, says Najib as Malaysia pivots to China”
“Malaysia looks to strengthen economic ties with China, as ongoing US lawsuits on 1MDB strain bilateral US-Malaysia ties. The move is crucial as Malaysia attempts to ramp up investment and regional cooperation in wake of the lawsuits. The newly agreed infrastructure projects could offer multinationals opportunities to tap into new markets that emerge due to increasing regional connectivity.”
Link to article | Read More of Cheng Siew’s Commentary | Have a Question for Cheng Siew?
Mario Gutierrez on “Argentina government says $4.6 billion declared in tax amnesty”
“Argentines have declared approximately US$4.6 billion so far as part of the country’s tax amnesty program, Finance Minister Alfonso Prat-Gay said on Monday. Prat-Gay said around 100,000 people had decided to declare previously hidden cash assets held in Argentina, in the first of three phases of an amnesty program that the government hopes will help raise revenue and jump-start economic growth.”
Link to article | Read More of Mario’s Commentary | Have a Question for Mario?
Zeynep Kosereisoglu on “Three Foreign Banks to Open in Iran, Central Bank Official Says”
“Under current circumstances, FSG expects more Emerging Markets banks to begin operations in Iran, gradually supporting more investment into the country. However, most Western banks will wait to see the tangible effects of the new US president on the financial restrictions regarding Iran, before making any investment decisions.”
Link to article | Read More of Zeynep’s Commentary | Have a Question for Zeynep?
The post What Our Analysts Are Reading – 11/4/2016 appeared first on Emerging Markets Insights.