Berlusconi’s exit may mark the beginning of the breakup of the European Monetary Union (EMU), changing the business environment in Europe and markets globally. The problem in Italy lies in the country’s politics, not its economics; if the political class…
Germany Structuring Path to Euro Exit for Italy, Greece
German Chancellor Angela Merkel’s party voted today to provide a means for Euro-zone markets to voluntarily exit the Euro without losing access to the EU’s free trade zone. This move confirms that Germany is not willing to save the Euro…
M&A In Emerging Markets - The Time is Now
The economic environment is full of uncertainties for companies operating in both developed and emerging markets. However, uncertainty can be the best environment for stimulation of long-term growth. To make the best investment decisions in this climate, managers will require…
Opportunistic M&A – Upside Potential in a Downturn Environment
In yesterday’s Financial Times, Frontier Strategy Group Director of Global Research Matthew Lasov wrote an article entitled, Emerging Markets: Time is Ripe for Acquisitions. Lasov argues that as managers seek to meet or exceed ambitious growth targets during the next…
Greece likely to leave Euro
“If Greek voters vote no, Greece will default and drop the Euro as its currency, switching to a “New Drachma.” Frontier Strategy Group sees a greater than 50% chance that Greece will leave the Euro.” Markets reacted strongly this morning…
Emerging Markets Outlook Still Promising
From MarketWatch The prospects for emerging markets are looking good, analysts say. Global markets may have entered a state of panic, with investors paying little regard to fundamentals, according to Jerome Booth, head of research for Ashmore, but valuations of…
Russian ruble taps two-year low on Kremlin shift
From MarketWatch The Russian ruble fell to a more than two-year low versus the U.S. dollar Monday, under pressure after the nation’s Finance Minister Alexei Kudrin resigned over a policy dispute with President Dmitry Medvedev. Kudrin resigned Monday as Russia’s…