Mexico Election Scenarios

$ 975.00

This report will guide multinationals through the political and economic scenarios arising from the outcome of the elections in Mexico, and how to best prepare for profound change and persistent uncertainty in the country’s business landscape.

Overview, Table of Contents & Sample Pages below

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Overview

Uncertainty continues to plague multinationals operating in Mexico, driven by both contentious North American Free Trade Agreement (NAFTA) negotiations and, increasingly, the potential outcome of the July 1 general elections.

While most companies have seen limited direct impact on their businesses beyond currency volatility and hesitation over further investment, most expect to need to develop contingency plans to mitigate market risk.

This report will guide multinationals through the political and economic scenarios arising from the outcome of the elections in Mexico, and how to best prepare for profound change and persistent uncertainty in the country’s business landscape.

What you will learn

  • How these elections are signaling a time for change
  • What are the electoral scenarios and the economic impact
  • How can companies doing business in Mexico prepare for likely outcomes

What you will receive

  • Immediate access to the 36-page PDF report
  • Exclusive email updates covering emerging markets business topics
  • Special discounts on future report purchases

Table of Contents

  • Executive Summary3
  • Mexico’s Role in Multinational Portfolios4
  •   Mexico’s Role in Multinational Portfolios5
  •   Local Confidence Prevails—to an Extent6
  •   …But Risk Perception Remains Elevated7
  •   Elections are Driving Uncertainty8
  •   NAFTA is Yet Another Driver of Fear9
  • Elections in Mexico: Time for Change10
  •   Mexico’s Economy Has Disappointed11
  •   Mexico Confronts a Watershed Election12
  •   The Major Candidates are Clear13
  •   López Obrador Has a Significant Lead14
  •   Multinationals Fear Amlo’s Victory15
  •   Congressional Elections Will be Key16
  •   2Balancing Populism Against Pragmatism17
  •   2018 Calendar Will Prolong Uncertainty18
  • Electoral Scenarios and Their Economic Impact19
  •   Electoral Scenarios for Mexico20
  •   Post-Election Scenarios if Amlo Wins21
  •   Base Case: Populist Uncertainty22
  •   Alt. Base Case: Progressive Pragmatism23
  •   Upside Case: Lula Redux24
  •   Downside Case: Chavez Redux25
  •   Fx Moves May Presage a Structural Shift26
  •   Long-Term Fundamental Drivers for Mexico27
  • Implications for Multinationals28
  •   Prioritize Alignment and Local Resilience29
  •   Prepare Contingency Plans30
  •   Broaden Government Engagement31
  •   Monitor Spending Volatility32
  •   Leverage Hedging Strategies33
  •   Pressure-Test Your Value Proposition34
  •   Future-Proof Your Value Proposition35
  • About Frontier Strategy Group36

Sample Pages

Frontier Strategy Group is a leading information and advisory services firm that works with over 200 multinational clients operating in emerging markets globally. Our analysts and commentary are regularly featured in outlets such as the Harvard Business Review, Financial Times, CNBC, Bloomberg and The Wall Street Journal.

Unlike most research providers, our reports and analysis focus on the issues that matter most for international business. Rather than  cover high-level macroeconomic analysis, our reports interpret how geopolitical and economic trends impact key business activities at a global, regional, national, and sub-national level.

Our unparalleled access to 5,000+ client executives leading businesses around the globe fuels our research agenda, surfacing hot topics and trend analysis that leads the curve, rather than follows it