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 “Nigeria Looks to Raise Cash by Selling Oil Assets”
“A successful sale of assets by the Nigerian government would be positive for investor confidence, demonstrating that the government is willing to take unpopular decisions needed to stabilize its finances and that it may be able to fulfill at least some of the spending obligations planned in the 2016 budget.”
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Cheng Siew Chua on “Philippines to suspend 20 more mines, boosting nickel price”
“As the world’s top supplier of nickel ore, the Philippines’ anti-mining stance over environmental concerns will cut global nickel supplies, and could potentially end the country’s nickel mining industry. The crackdown brings into question the predictability of business and regulatory policies under the new government as previously mining practices were not placed under such scrutiny by the state.”
Link to article | Read More of Cheng Siew’s Commentary | Have a Question for Cheng Siew?
Mark McNamee on “Deutsche Bank’s plunge weighs heavily on European markets”
“While Deutsche Bank’s weaknesses are known and concerning, the bank performed better than expected in recent stress tests and has enough assets to protect itself in order to avoid a crisis situation. Still, the bank’s struggles are indicative of the weak sentiment in Europe and pose a threat of spillover into other weaker banks, which is in turn holding back investment and growth.”
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Dalia Naguib on “Iran introduces own credit cards”
“While the introduction of credit cards is a positive step for the Iranian market, the adoption of cards by the banking sector will likely be gradual and slow. Nonetheless, this will present growing sales opportunities for MNCs, especially in e-commerce.”