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What Our Analysts Are Reading – 12/15/2017

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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.

Zeynep Kosereisoglu on “U.S. Congress to let Iran deadline pass, leave decision to Trump”

“Although Congress will not re-impose nuclear sanctions on Iran this week, the risk that the US could withdraw from the nuclear deal still remains. MNCs should monitor an announcement from Trump in mid-January when he is required after another 90-day period to certify or decertify Iran’s compliance with the nuclear deal.”

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

Ryan Connelly on “Fed Raises Rates While Keeping Three-Hike Outlook for 2018”

“The Fed raised interest rates today, with 3 Rate hikes expected in 2018. Fed policy rates help determine US growth and USD exchange rates, amongst other indicators. These monetary policy forecasts will change if fiscal or trade policy changes substantially – which is likely. Follow closely developments on US tax reform and trade negotiations: the latter is discussed in the 2018 Events to Watch.”

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

Alejandro Valerio on “Peru’s president Kuczynski defies impeachment threat over payments scandal”

“The Kuczynski administration is facing a major political crisis due to the accusation from congress that PPK’s company Westfield Capital received US$782,207 from Odebrecht between 2004-2007, when PPK was Peru’s minister and prime minister. The opposition is calling for his resignation, fueling the possibility that Peru could enter a governance crisis with dire consequences for the economy.”

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

Pratima SinghPratima Singh on “Gujarat election is a test of Modi’s re-election chances”

“As voting comes to an end in Gujarat, early exit polls suggest that the ruling BJP will form government again. A victory in his home state is critical for PM Modi and will be viewed by many as an endorsement of his economic policies. The state election results are also likely to determine the BJP’s strategy for the 2019 national elections as well as the government’s economic focus for next year.”

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

Alex Schober on “Chaos in Argentina because of pension reform: Legislators suspend voting in the middle of massive protests “

“Argentina’s lower house suspended voting for pension reform, the fiscal responsibility law, and fiscal consensus after massive protests erupted inside and outside the congress building. Despite allegedly having a quorum to vote, the vote was cancelled due to a chaotic situation inside the chamber. It now seems unlikely that Cambiemos will be able to pass their entire reform agenda in 2017.”

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

Martin Belchev on “Romanian employers Q1 2018 hiring intentions hit 9-year high”

“Romanian employers plan to increase the size of their staffs in Q1 of 2018 in anticipation of higher domestic and external demand. Not surprisingly, the retail and manufacturing sector saw the biggest growth in regards to hiring expectations. Executives should note that this will continue to put pressure on labor costs and will make acquiring new talent on the market more difficult.”

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

The post What Our Analysts Are Reading – 12/15/2017 appeared first on Emerging Markets Insights.

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What Our Analysts Are Reading – 12/15/2017


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