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What Our Analysts Are Reading – 1/6/2017

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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.

MarioMario Gutierrez on “Cristina Fernández de Kirchner Indicted Again on Corruption Charges”

“Cristina Fernández de Kirchner, the Argentine former president who with her late husband dominated the country’s politics for most of this century, was indicted Tuesday on fraud and corruption charges involving huge public works projects. It was her second indictment since she left office last year. ”

Link to article | Read More of Mario’s Commentary | Have a Question for Mario?

Cheng Siew Chua on “Thailand tourist numbers rise nearly 9 percent in 2016”

“Despite weathering a rough year in 2016, which included threats to security, the Zika virus, and a prolonged mourning period for the late King, Thailand’s tourism receipts have not wavered. Tourism continues to play an important role in the country’s economic growth. Going forward, improvements in regional connectivity are expected to further increase Thailand’s appeal as a tourist hub.”

Link to Article | Read More of Cheng Siew’s Commentary | Have a Question for Cheng Siew?

Mark McNameeMark McNamee on “U.S. evicts Russians for spying, imposes sanctions after election hacks”

“These latest sanctions, as well as possible Congressional pressure for additional sanctions, just prior to Trump’s inauguration significantly increases the likelihood that Trump will maintain all current US sanctions against Russia in 2017. MNCs will also likely see the Russian government respond by further meddling in foreign investors’ activities within the country”

Link to article | Read More of Mark’s Commentary | Have a Question for Mark?

Pratima SinghPratima Singh on “Modi’s Cash Ban Brings Pain, but Corruption-Weary India Grits Its Teeth”

“My recent trip to India reaffirmed the views presented in the article. The economically vulnerable continue to support the currency ban. Many of my conversations, which probed the efficacy and implementation of the demonetization initiative, quickly turned into a vociferous defense of Modi’s motivations and his fight against corruption, highlighting the deep-rooted frustration prevalent in India.”

Link to article | Read More of Pratima’s Commentary | Have a Question for Pratima?

athanasia-kokkinogeniAthanasia Kokkinogeni on “Marine Le Pen says France should seek to renegotiate EU membership”

“Although Republican Francois Fillon is expected to defeat Marine Le Pen in the May presidential run-off, MNCs should closely monitor the elections in spring, and prepare for a downside scenario of unprecedented euro to dollar volatility. Le Pen’s National Front has committed to a euro referendum in order to open negotiations with the EU in return for control over immigration.”

Link to article | Read More of Athanasia’s Commentary | Have a Question for Athanasia?

Zeynep KoseresiogluZeynep Kosereisoglu on “Turkey Inflation Accelerates More Than Expected on Food, Alcohol”

“The 8.53%YOY inflation in December 2016 is caused by the pass-through effect of currency depreciation and of higher taxes. Business are facing higher input costs, which will continue to be reflected in selling prices throughout H1 2017. MNCs should prepare for high inflation at least in the first part of 2017.”

Link to article | Read More of Zeynep’s Commentary | Have a Question for Zeynep?

The post What Our Analysts Are Reading – 1/6/2017 appeared first on Emerging Markets Insights.

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What Our Analysts Are Reading – 1/6/2017


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