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What Our Analysts Are Reading: June 7, 2019

DuckerFrontier, June 7, 2019

Each week DuckerFrontier’s global research team shares their view on key media stories, and what the implications are for your business. Have a question for our analysts? Email us at info@duckerfrontier.com to learn more.


 

Kinnari Gurnani on “India Cuts Lending Rate as Modi Faces Economic ChallengesKinnari Gurnani.

 

“As expected, the RBI cut its policy rate by 25 bps for the third consecutive time yesterday, to 5.75%. Executives should align with local teams on the likelihood and timing of the rate cut being transmitted to borrowers, which has been limited in the past. Upcoming policy announcements on reforms in the banking and non-banking financial sectors will further shape our outlook for India’s economy.”

Link to Article | Have a Question for Kinnari?


 

Ramiro Sugranes on “Modernization Law Approved for the Information Technologies and Communications Sector”Ramiro Sugranes. DuckerFrontier analyst.

 

“Following nine months of tense debate, Colombia’s Information Technologies and Communications Modernization Law (Ley TIC) has been approved by congress, and now just pends presidential approval. This reform will bring about key changes that should lead to greater investment in this sector, including the extension of licenses to operate in the market, and the fusion of regulating entities.”

Link to Article | Have a Question for Ramiro?


 

Alejandro Valerio on “Trump Pressures Mexico as Second Day of Border Talks Begin”Alejandro Valerio.

 

“President Trump’s statement on the US-Mexico border conflict signals that Mexico is willing to compromise. President López Obrador (AMLO) aims to strike a deal with Trump to avoid an escalation that could put more pressure on an already-weak economic environment in Mexico. AMLO’s pragmatism stems from his plan to expand his political grip domestically by avoiding an economic debacle.”

Link to Article | Have a Question for Alejandro?


 

Ashu Agarwal on “Thailand’s Junta Chief is Elected Prime Minister”Ashu Agarwal. DuckerFrontier analyst.

 

“Prayut Chan-ocha has been voted into power by 249 military-appointed senate members and 251 of 497 lower house representatives. This places Prayut in a strong position to focus on the development of the Eastern Economic Corridor. However, MNCs can expect barriers to the passage of some policies due to a strong opposition leader and the conflicting priorities of the 19 pro-junta parties.”

Link to Article | Have a Question for Ashu?


 

Mark McNamee on “Five Political Parties Could Enter Ukrainian Parliament”Mark McNamee.

 

“President Zelenskiy’s party has been rising in popularity massively in the last two months, mimicking a trend seen with French President Macron and his party’s ascendance. By gaining an outright majority in the Rada, which looks increasingly likely, major anti-corruption and pro-business reforms can be implemented, driving much stronger investment and economic growth in the coming years.”

Link to Article | Have a Question for Mark?


 

Alex Schober on “With Confidence Vote, Peru Revives Debate Over Anti-Graft Reforms”Alex Schober. DuckerFrontier analyst.

 

“Peru’s congress approved the Martin Vizcarra administration’s vote of confidence, avoiding potential snap elections. This will likely give the administration the political strength to negotiate and approve a political reform that aims to curb corruption. MNCs should expect a boost to consumer and business confidence as a result.”

Link to Article | Have a Question for Alex?


 

William Attwell on “Ethiopia Looks to Young Technocrats to Lead Ambitious Reform Drive”William Attwell.

 

“MNCs should continue to monitor progress on reforms pushed by Prime Minister Abiy Ahmed and his technocratic administration. Specifically, new investment opportunities could emerge owing to a privatization drive, while B2B demand is likely to rise in the next 12 months as the government presses ahead with opening up industries such as telecoms and energy to foreign private sector players.”

Link to Article | Have a Question for William?

 

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