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.
Antonio Martinez on “Delayed Nafta Talks to Seep Into Political Races Next Year in U.S., Mexico”
“Multinationals should expect that NAFTA renegotiation will continue through at least the end of Q1 2018, and FSG expects that the negotiations are likely to be prolonged well into 2018, creating difficult Political challenges in both the United States and Mexico.”
Link to article | Read More of Antonio’s Commentary | Have a Question for Antonio?
Athanasia Kokkinogeni on “Spain says Catalonia leader Puigdemont ‘unclear’ on independence”
“MNCs should remain cautious about Catalonia, after its president, Carles Puigdemont declared indirect independence on Tuesday. Prime minister Mariano Rajoy has given Puigdemont until Thursday to back away from independence. Non compliance of the Catalan government could trigger funding cuts from Madrid, and new regional elections, escalating tension and political uncertainty for Spain.”
Link to article | Read More of Athanasia’s Commentary | Have a Question for Athanasia?
Dalia Naguib on “UPDATE 1-Tunisia to raise taxes, lay off 3,000 public sector workers”
“Tunisia will accelerate economic reforms in 2018 to reduce its budget deficit. Higher taxes and a freeze on public sector hiring mean that MNCs will face rising costs, and those costs will be difficult to pass on to consumers as their budgets are put under pressure.”
Link to article | Read More of Dalia’s Commentary | Have a Question for Dalia?
Josef Jelinek on “‘A huge deal’ for China as the era of Xi Jinping Thought begins”
“As China’s 19th party congress gets underway it seems clear, especially with the granting of his own eponymous school of thought, that president Xi Jinping has been able to consolidate enormous power in his hands. This is a concern both for China and the world. Dictatorships usually end in instability, at least where China is concerned, and arbitrary behavior abroad.”
Link to article | Read More of Josef’s Commentary | Have a Question for Josef?
Matthew Kindinger on “DR Congo authorities meet but still no election timetable”
“The electoral commission of Congo (DRC) has stated that elections are unlikely to occur before early 2019. The delay to the vote–which is meant to take place before 31 December this year–will mean that the country’s political crisis and the resulting social unrest will likely continue well into 2018.”
Link to article | Read More of Matthew’s Commentary | Have a Question for Matthew?
The post What Our Analysts Are Reading – 10/20/2017 appeared first on Emerging Markets Insights.