October 2023

Latin America

Argentina heads to a runoff between Massa and Milei

While the second round appears more competitive than initially anticipated, Milei will likely moderate his…

Rodrigo Eyzaguirre MiragliaOctober 26, 2023

Europe, Middle East and Africa

BRICS will not help Egypt’s immediate economic crisis

However, Chinese economic influence in Egypt could grow steadily over the medium term Multinationals should…

Abdalla SalehOctober 26, 2023

Asia Pacific

India’s states have upped their capital spending

States' importance in total government CAPEX has grown in the past decade India’s large and…

Kinnari GurnaniOctober 26, 2023

Latin America

Argentina’s macroeconomic outlook remains negative

We maintain our view of further currency devaluation after the presidential election and more severe…

Rodrigo Eyzaguirre MiragliaOctober 26, 2023

Europe, Middle East and Africa

Geopolitical tensions and supply challenges raise gas prices

The recent uptick in gas prices highlights FrontierView's expectations that multinationals will continue to experience…

Martin BelchevOctober 26, 2023

Global

The global economy will underperform in 2024

The recovery of purchasing power will be slow amid an environment of sticky inflation and…

Antoine BradleyOctober 26, 2023

Healthcare

Hybrid Engagement in Healthcare

Navigating the Complex Terrain of Hybrid Stakeholder Engagement The global pandemic created a new reality…

FrontierViewOctober 23, 2023

Europe, Middle East and Africa

PiS takes the most votes, but opposition will likely form

Markets respond favorably to results, but a number of potential hurdles remain The Law and…

Daniel RidlerOctober 19, 2023

Asia Pacific

Competition in Central Asia among major global powers

The West's greater engagement with Central Asia will have a limited impact in the near…

Nigar JafarovaOctober 19, 2023

Latin America

Daniel Noboa faces a tough path ahead

With the election of Daniel Noboa, Ecuador selects another center-right president, easing fears of a…

Javier Fernando FajardoOctober 19, 2023

Europe, Middle East and Africa

Israel inflation and currency view

A hit to consumer demand will slow inflation in 2024, while policy intervention will help…

Martina BozadzhievaOctober 19, 2023

Europe, Middle East and Africa

Hamas-Israel conflict: Implications for Jordan

Tourist arrivals will likely see a drop in the coming weeks Escalating tensions and violence…

Yasmina ZamelOctober 18, 2023

Europe, Middle East and Africa

Hamas-Israel conflict: Implications for Egypt

War on Egypt’s eastern border could have multidimensional impacts on government finances, tourism, and energy…

Abdalla SalehOctober 18, 2023

Latin America

Argentina is on the brink of another currency crisis

Given the increasing macroeconomic misalignments, we maintain our view of a further currency devaluation after…

Rodrigo Eyzaguirre MiragliaOctober 12, 2023

Asia Pacific

China’s domestic holiday travel

Household spending will continue to lean toward services rather than goods Holiday travel has made…

Thomas ZhangOctober 12, 2023

October 2023

Argentina heads to a runoff between Massa and Milei

BRICS will not help Egypt’s immediate economic crisis

India’s states have upped their capital spending

Argentina’s macroeconomic outlook remains negative

Geopolitical tensions and supply challenges raise gas prices

The global economy will underperform in 2024

Hybrid Engagement in Healthcare

PiS takes the most votes, but opposition will likely form

Competition in Central Asia among major global powers

Daniel Noboa faces a tough path ahead

Israel inflation and currency view

Hamas-Israel conflict: Implications for Jordan

Hamas-Israel conflict: Implications for Egypt

Argentina is on the brink of another currency crisis

China’s domestic holiday travel

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