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.
Cheng Siew Chua on “Philippine President-Elect Duterte Unveils Cabinet Made Up of ‘Men of Integrity'”
“While Filipino President-elect Duterte’s diverse choice of administrators has been dubbed as the “KKK” - kaibigan (friends), kaklase (classmates) and kasama (comrades), his preference for experienced economists and officials should be lauded. MNCs should monitor the appointment of the Cabinet members as their proposed policies will be crucial in determining the Philippines’ economic performance.”
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Alec Lee on “In Brazil’s Political Crisis, a Powerful New Force: Evangelical Christians”
“Michel Temer’s need to pass constitutional amendments will require him to hold together a broad-based political coalition. This likely means making concessions on key social issues to Brazil’s growing evangelical movement, which currently holds 94 seats in Congress (18.3% of the total).”
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Pratima Singh on “What Narendra Modi’s WSJ Interview Says About His Economics”
“The Modi government is not expected to pass any large-scale reform in the last three years of its term and will continue to introduce noncontroversial, sector-specific reform. Multinationals should build a state-level strategy for India as the center will encourage progressive state governments to ease regulations and attract investment. Read FSG’s report on India 2020: Outlook and Scenarios.”
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Mario Gutierrez on “‘Hot Money’ Flows into Argentine Peso Spook President Macri”
“Increasing investment flows into Argentina are worrying policymakers in a clear sign of the dramatic turnaround in sentiment since Macri’s center-right government took power in December.”
Link to article |Read More of Mario’s Commentary | Have a Question for Mario?