The recent terrorist attack in Kenya’s capital has done little to dent multinationals’ interest in Kenya – SSA’s fastest-growing large market. The local currency, the shilling, and local stock prices have remained resilient, and multinationals continue to expand their presence,…
SAA Automotive Outlook Conference Recap: “Learn to stop worrying and love volatility”
Last Sunday I was honored to present FSG’s Global Economic Outlook at the Society of Automotive Analysts’ Outlook conference in Detroit, the unofficial kickoff of the prestigious North American international Auto Show. I lightheartedly titled my presentation “How to Stop…
U.S. Tariffs on China: First Step to a Trade War?
A week ago, I shared the following rapid-response alert with our clients, hours after President Donald Trump’s March 22 signature of tariff measures targeted at China. We have redacted the extensive section on Actions to Take for multinational companies exporting…
Trump’s “America First” Inauguration
Donald J. Trump has taken the oath of office as the 45th President of the United States, marking a decisive shift in both foreign and domestic policy – not only with the outgoing Obama administration, but also with decades-long bipartisan…
It’s President Trump. What’s next for emerging markets?
Populist/nationalist sentiment has shocked the establishment in one of the world’s great democracies. White working-class, rural, and suburban voters expressed deep disaffection from America’s elites by turning out in force to support Donald Trump, a businessman with no previous government…
The Brexit Vote: Impact on Global Business
This Thursday, the United Kingdom (UK) will vote in a referendum on whether to leave the European Union (EU)—referred to as the “Brexit.” Opinion polls have shifted sharply over the past two weeks to indicate that the likelihood of Brexit…
“Black Monday” is a wake-up call for your 2016 planning
Financial markets around the world have been reeling the past few days, but there are many useful takeaways for business leaders amidst the noise. As Frontier Strategy Group’s global head of research, my work bridges the economist’s perspective on international…