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.
Danyi Yang on “China Party Mouthpiece Echoes Soros’ Debt Fears”
“Mounting debt continues to be a major risk for China, despite its slight economic recovery in Q1 2016. As the government balances hitting GDP growth targets and deleveraging the economy during the country’s structural shift, MNCs should carefully monitor excessive short-term stimulus that could increase the likelihood of FSG’s downside scenario for China: a dangerous financial disruption.”
Link to article | Read More of Danyi’s Commentary | Have a Question for Danyi?
Mark McNamee on “Massive Pro-EU, Anti-Government Protests in Warsaw”
“Firms should prepare for some periodic zloty depreciation, and its attendant repatriation losses, over the course of 2016 as protests will likely arise intermittently, dampening sentiment. Compounding matters are expected ratings downgrades due to concerns over policy-making, increasing pressure on the currency. Nonetheless, firms can expect growth to remain robust this year”
Link to article | Read More of Mark’s Commentary | Have a Question for Mark?
Alec Lee on “Caterpillar Ready to Move into Cuban Market Once Embargo Lifted: CEO”
“Caterpillar announces it would be sourcing new sales to Cuba via its Brazil manufacturing facilities. It would also be focused on projects involving the further development of the Port of Mariel. Both revelations are likely reflective of how other American companies would consider selling into this market upon an opening.”
Link to article | Read More of Alec’s Commentary | Have a Question for Alec?
Zeynep Kosereisoglu on “Erdogan Strengthens Grip on Turkey with Ouster of Premier”
“Ouster of PM Davutoglu confirms the increasing centralization of power in the country’s presidential office. Turkey faces another political unstable year ahead, with: a constitutional change establishing a presidential system becoming more likely, violent conflict in the south-east whether with ISIS or PKK continuing, and social polarization heightening.”
Link to article | Read More of Zeynep’s Commentary | Have a Question for Zeynep?