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What Our Analysts Are Reading – 1/27/2017

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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.


Joel Whitaker on “Donald Trump Focuses on Trade and Jobs”

“President Trump was crystal clear in today’s meeting with 12 CEOs: he wants US companies to produce in the US. He will enforce that with a steep “border tax” to punish US companies that outsource production for import back to the US. This is quite different from the House GOP’s proposed import tax, a more traditionally conservative measure that would tax all imports while exempting exports.”

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


Cheng Siew Chua on “Trump pulls US out of Pacific trade deal, loosening Asia ties”

“The official withdrawal of the US from the Trans-Pacific Partnership has raised questions regarding its pivot to Asia policy. Amongst the 12 countries negotiating the trade agreement, Vietnam was expected to be the main beneficiary. With the US withdrawal, Vietnam is likely to take a closer look at increasing regional trade through agreements like the Regional Comprehensive Economic Partnership.”

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


Mark McNameeMark McNamee on “Schumer, Cardin to introduce legislation on Russia sanctions”

“Bi-partisan support for Russian sanctions in Congress, as well as Russia’s cyber attacks in the US presidential elections, make its politically difficult for Trump to try to remove them in 2017. Trump has even recently admitted to likely keeping sanctions in place this year.”

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


Dalia Naguib on “Tunisia aims to cut 50,000 public sector jobs in reforms starting this year- minister”

“The Tunisian government’s initiative to cut 50,000 public sector jobs comes at a very sensitive time when economic conditions for Tunisians are in a dire state. The move is likely to face staunch objection from Tunisia’s powerful labor unions and may spark labor strikes or protests.”

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


athanasia-kokkinogeniAthanasia Kokkinogeni on “Brexit: Supreme Court says Parliament must give Article 50 go-ahead”

“The Supreme Court ruled that a parliamentary vote by both Houses is necessary for PM May to invoke Article 50. As a result, MNCs could see the Brexit bill getting amended towards a softer Brexit, as most MPs and Lord members will likely prefer some single market access. However, Scotland, Wales and Northern Ireland can’t legally block article 50 weakening prior expectations.”

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


Matthew KindingerMatthew Kindinger on “Angola approves new Customs Tariff”

“The Angolan government is set to review proposals for a new import tariff regime that will likely be introduced later in 2017. Once implemented, import tariffs will increase on a wide range of products, including consumer goods.”

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

The post What Our Analysts Are Reading – 1/27/2017 appeared first on Emerging Markets Insights.



This post first appeared on Emerging Markets Insights: A Blog By Frontier S, please read the originial post: here

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What Our Analysts Are Reading – 1/27/2017

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