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29
January - 05 February
2016
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From
the CEO OF EMIS
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When
reading the newspapers at the moment, it is often a struggle to find
positive news emanating from Latin America. The region as a whole was
the worst performing emerging market in 2015 and forecasts for this
year suggest further stagnation. While the reasons for this negativity
are well documented – the commodities crash, political
dysfunction, corporate corruption – there are good reasons to
look at Latin America in a different and more positive light both in
the near and longer term.
The
sense that the US Federal Reserve may delay any further hikes in
interest rate until next year has led to a recent rally in Latin
American currency and stock markets. Many of the issues that countries
like Brazil face are self-inflicted rather than structural and can be
resolved with better governance. The region as a whole is rich in
natural resources. Latin America’s geographical location
makes it a natural supplier and partner to the US, the
world’s biggest economy.
As
CEO of a business that is heavily invested in Latin America, I am
conscious of the negativity that has increasingly surrounded the region
but I am also aware that there are tremendous opportunities in the
longer term – as long as you are prepared to take the rough
with
the smooth. For EMIS itself, far from being our worst region last year,
it was actually our biggest engine for growth.
Here
are some articles recently published on EMIS that look at where
companies in emerging markets are looking for growth.
Best
wishes,
Guy Dunn
Chief Executive Officer
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EMIS
Insights and reports
Here
are two of our own exclusive industry insights from EMIS' team of
highly experienced, locally-based analysts. EMIS Insights deliver the
most relevant industry news, data and research from over 25 sectors in
21 countries.
ROMANIA
BANKING SECTOR: SHAPE UP!
Romania's
banking sector is characterised by weak supply and demand of credit,
low and decreasing interests, easing of the monetary policy and
cleaning of the balance sheets of bad and non-performing loans.
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SUB-SAHARAN
AFRICA: IN SICKNESS AND IN HEALTH
The
Word Health Organization has predicted that these will become the
major disease burden in the region. The pharmaceutical market in
Sub-Saharan Africa (SSA) accounts for around 1% of the global market.
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Infographic
of the week
Taken from an interview with William Wells, Executive Vice-Chairman,
Central and Eastern Europe at Rothschild, featuring in the CMS Emerging
Europe M&A Report 2015/16, the infographic below maps out some
of the themes and issues that will impact investment in Central and
South-Eastern Europe in the coming year.
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Weekly
News summary
Below
are the most read articles in the past week on EMIS
Perspectives, our daily blog of
emerging market news and insights.
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