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.
Matthew Spivack on “Iran’s Lack of International Market Access Hampers Plan to Unify FX Rates”
“Iran’s central bank governor conceded that the plan to unify dual currency exchange rates must be delayed. Slow progress in reconnecting with the international banking system and the lingering affects of sanctions are major reasons for the delay. As FSG has previously advised, we expect 2016 to be a transitional year in Iran and improvements to the economy will be incremental in the coming years.”
Link to article | Read More of Matthew’s Commentary | Have a Question for Matthew?
Alec Lee on “Brazil’s New Government Loses Key Minister to Scandal”
“While the leaked recording is certainly a blow to the government’s legitimacy, the quick decision to remove Juca (a move unparalleled by Dilma Rousseff) has helped ease tensions. However, the true test of the government’s resilience will be its ability, or lack there of, to overcome PT obstructionism and pass its new budget by May 30th.”
Link to article | Read More of Alec’s Commentary | Have a Question for Alec?
Pratima Singh on “Three Trends That Will Determine Market Opportunity in Myanmar”
“Myanmar is gradually becoming an integral part of a well-balanced ASEAN portfolio. While overall market sentiment is positive, investors are more optimistic regarding some sectors like construction, infrastructure, and banking. Multinationals should evaluate the potential return on investment in Myanmar as the country undergoes significant political and economic reform.”
Link to article | Read More of Pratima’s Commentary | Have a Question for Pratima?
Natalia Duarte on “Fujimori Takes Lead in Peru Election Poll Two Weeks Before Vote”
“For the first time in 40 days, Fujimori took the lead against Kuczynski in Peru’s presidential race despite recent scandals alleging corruption in her campaign. The final presidential debate will take place on May 29, and the country heads to the polls on June 5. Both candidates have investor- and market-friendly platforms and have vowed to uphold investment in infrastructure and social programs.”
Link to article |Read More of Natalia’s Commentary | Have a Question for Natalia?