Emerging Market View
What Our Analysts Are Reading
April 9, 2014
FSG’s analysts are constantly speaking with senior executives in emerging markets and staying on top of the latest headlines from around the world. In this week’s Emerging Market View, elections and their implications on emerging market performance tops the list of common themes.
“With many emerging markets in dire need of structural reforms, election outcomes in 2014 will play a pivotal role in determining the performance of these economies in the years ahead,” according to Sam Osborn, Associate Practice Leader in FSG’s Global Analytics practice, after reading CNBC’s article on elections in emerging markets. In Turkey, for example, local elections are shifting the country’s political environment and economic outlook. FSG’s Head of EMEA research, Martina Bozadzhieva, recently recorded a podcast (download the podcast) discussing the implications of the elections for multinationals and what companies should expect from the market in the next 6-8 months. And Turkey is not the exception.
FSG’s Senior Analyst for Latin America, Christine Herlihy blogged her thoughts on Chile’s moderate growth path, and recently tweeted The Economist’sarticle on Bachelet’s struggle to combine equity and growth in Chile since she took office last month. Likewise, in India, “there’s one week to go before the 814 million-strong Indian electorate will start voting for 543 members of the Lok Sabha, India’s lower house of Parliament. Starting April 7, the election will be conducted across 28 states and seven union territories in nine phases and take 36 days,” said Shishir Sinha, Senior Analyst in FSG’s APAC practice after reading The Wall Street Journal’s article.