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…
As part of Frontier Strategy Group’s series on the impact of the US election on emerging markets, this post will focus on the effect on financial markets from the perspective of Latin America. Given the global uncertainty that has already…
MNCs’ pricing strategies in emerging markets are being rapidly disrupted by a combination of four forces. Three of these are slow-moving and have been advancing for some time. These include slowing emerging markets growth, which is causing customers to become…
FSG has long cautioned multinational corporations (MNCs) about the effects of a strong dollar and low oil prices, not just on global economic conditions, but also on their businesses. We have worked extensively with clients as currency volatility moved far…
2016 has begun with a bang. Oil prices have continued to plunge, falling well below analyst downside predictions due to surprisingly resilient production levels and increasing concern over the pace of global growth, most notably that of China. Equities indices…
The last few weeks of 2015 are shaping up to be quite eventful for Latin America. On Wednesday, Dec. 16, the U.S. Federal Reserve announced that it would finally begin its much anticipated tightening cycle, placing greater pressure on Latin…
As the dollar strengthens and commodity prices fall, emerging markets will not provide stable growth in 2016, and capital flows will cause substantial financial market volatility worldwide. With no “white knight” market capable of saving the global economy, there will…