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.
Martina Bozadzhieva on “IMF says Mozambique president to cooperate on debt audit”
“MNCs should monitor Mozambique’s discussions with the IMF as the economic outlook for the market would improve if an agreement is reached.”
Link to article | Read More of Martina’s Commentary | Have a Question for Martina?
Cheng Siew Chua on “Vietnam to delay TPP ratification: Lawmaker”
“Vietnam’s decision to put off the Trans-Pacific Partnership (TPP) vote until after the United States presidential polls will dampen investment sentiment in the region and may prompt more countries to follow suit, delaying the trade deal’s ratification.”
Link to article | Read More of Cheng Siew’s Commentary | Have a Question for Cheng Siew?
Mark McNamee on “Putin firms control with big win for Russia’s ruling party”
“With a stronger government mandate following the Duma elections, investors can expect a conservative upcoming 2017 budget and likely increased taxation on domestic mining and energy firms as well as other state-owned corporations. Government revenues have been struggling notably all year and a considerable amount of reserves have been spent in recent months to prop up spending.”
Link to article | Read More of Mark’s Commentary | Have a Question for Mark?
Dalia Naguib on “Algeria: Import Licenses to Include Electrical Appliances, Agricultural Products”
“Algeria continues to broaden the scope of the import licenses system that has been in place since January 2016, aiming to protect national industry and combat the drop in foreign exchange reserves. Rather than an obstacle, businesses should see this as an opportunity to consider setting up local production facilities that could benefit long-term Algeria strategy.”