Ukraine bonds fell to a record low last week, as the IMF found a $15 billion shortfall in the country’s budget, according to Bloomberg. The Financial Times also reported that Ukraine may need to “double its $17 billion emergency loan ‘within weeks’…
Emerging Market View: What Our Analysts Are Reading
Argentina, banished from international capital markets since its 2002 default, has suspended Procter & Gamble operations after accusing the manufacturer of tax fraud last Sunday, according to the Wall Street Journal. “The Argentine government claims to have suspended P&G’s operations under the…
Emerging Market View: What Our Analysts Are Reading
This week, the Russian ruble slid while Russia and the Ukraine reached a gas deal. The ruble plunged a day after the currency’s biggest gain since 2003, and according to Bloomberg Businessweek, central bankers opted to raise the key interest rate…
FT beyondbrics Feature - EM distribution: try DIY?
Frontier Strategy Group’s latest research on channel management in emerging markets was featured on the Financial Times’ beyondbrics blog on January 23, 2013. Please find the article below: With major EM economies slowing in 2012, regional heads of multinational companies…
Financial Times: The high price of booming Brazil
Original article appeared in the Financial Times on February 21, 2012 A friend recently joked over dinner that it is cheaper now to get your shoes shined by a Brazilian in New York than by a Brazilian in São Paulo. This…
India’s Growth to Exceed China by 2014
Frontier Strategy Group appeared in yesterday’s Financial Times in an article titled, Gems: Making the case for Gems According to the Frontier Strategy Group, while China’s growth may be slowing down, India’s is increasing, and by 2014, India’s growth rate…
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…