2018 Latin America Outlook

  • ID: 4433200
  • Report
  • Region: Latin America
  • 93 Pages
  • Frontier Strategy Group
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Latin America (LATAM) is poised for higher growth in 2018 as domestic demand conditions improve and political uncertainty subsides on the back of key presidential elections in Colombia, Mexico, and Brazil.

B2C companies will confront consumers with greater purchasing power on the back of lower inflation and interest rates. B2B companies will benefit from greater business performance across industries. Commodity price stabilization will ease fiscal pressures for commodity-exporting countries, but greater commitment to prudent spending will limit the extent to which B2G companies can benefit from public discretionary spending.

Multinational executives will need to focus on aligning their local teams around growth strategies to capture pent-up demand, while continuing to manage persisting global and regional risks.

What You Will Learn

  • What are the main drivers shaping the business landscape for the Latin America region
  • How will foreign exchange (FX) conditions impact econmic growth
  • What implications regional and global drivers will have on market prioritization, competitive dynamics, customer behavior and Latin America’s operating environment

What You Will Receive

  • Immediate access to the 94-page PDF report
  • Exclusive email updates covering emerging markets business topics
  • Special discounts on future report purchases
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1. Executive Summary

2. Latin America in the Global Context

  • Global Growth Will Accelerate Slightly
  • LATAM’s Growth Will Remain Low
  • Improving Profitability Will Be Key
  • LATAM Remains Attractive for Business
  • Operating Conditions Are Relatively Good

3. FSG View on Latin America and Scenarios

  • FSG View on Latin America
  • Key LATAM Trends for 2018
  • Economic Growth Will Accelerate in 2018
  • Lower Inflation Will Expand Consumption
  • Elections Will Resolve Political Uncertainty
  • Greater Stability Will Boost Investment
  • Elections Will Fail to Lift Public Spending
  • China’s Economy Will Continue to Slow
  • Commodity Prices Will Remain Stable
  • US Growth Will Continue to Be Moderate
  • GDP Dynamics Will Converge in 2018
  • Currencies Have Gained Against the USD
  • Currncies Will Remain at Current Levels
  • Market Disruption Risk Remains Elevated
  • LATAM in 2018: Scenarios Overview
  • FSG’s Bias Continues to Be to the Downside
  • Markets Assign Higher to Mercosur

4. Long-Term Outlook

  • LATAM’s Long-Term Outlook is Improving
  • Signposts for Prioritizing Investment
  • Progress on Reforms Has Varied

5. Business Implications

  • Business Implications of Regional Trends
  • Market Expansion is Increasingly Granular
  • Big Markets Will Concentrate Investment
  • Consumer Spending Will Accelerate
  • Consumers Will Start Trading Up
  • B2B Opportunities Alaign With Macro View
  • Public Budgets Will Remain Constrained
  • Pacific Alliance Will Deliver Better Results
  • FX Dynamics Will Start Favoring MNCs
  • Competitive Pressures Will Persist
  • Localizatio to Gain Market Share
  • M&A Has Lost Attractiveness
  • Operating Conditions Will Improve in 2018

6. Strategic Priorities for 2018

  • Strategic Priorities for 2018
  • Deepen Portfolio-Allocation Capabilities48-
  • Pursue Subnational Pockets of Opportunity
  • Localizing Is a Strategic Imperative
  • Develop a Localization Strategy
  • Reassess Customer Segments
  • Assess Premiumization Opportunities
  • Value-Added Services (VASs) Are Becoming Key
  • Monetization of VASs Is Not a Given
  • Manage for VAS Profitability
  • Assess Channel Partners’ Margin Impact
  • Build Distributors’ Capabilities
  • Align Channels for Growth
  • Anticipate Channel Transitions
  • Strengthen Government Engagement
  • Design Forward-Looking Dashboards
  • Establish Quarterly Business Risk Reviews
  • Leverage Contingency-Planning Tools
  • Improve Alignment and Resilience

7. Potential Disruptors of Latin America’s Performance

  • Market Disruption Risk Remains Elevated
  • Event #1: China Loses Control
  • Event #2: US-China Trade War
  • Event #3: Korean Conflict
  • Event #4: NAFTA Exit
  • Event #5: NAFTA Modernization
  • Event #6: Eurozone Crisis Renewed
  • Event #7: Brexit Canceled
  • Event #8: OPEC Deal Dismantlement
  • Event #9: Oil Supply Shortage
  • Event #10: Anti-Market Electoral Backlash
  • Event #11: Anti-Corruption Side Effects
  • Event #12: FARC Agreement Rollback
  • Event #13: Venezuela’s Half-Hearted Reform

8. Country Outlooks

  • Brazil Outlook
  • Mexico Outlook
  • Argentina Outlook
  • Colombia Outlook
  • Chile Outlook
  • Peru Outlook
  • Venezuela Outlook
  • Ecuador Outlook
  • Central America Outlook
  • Caribbean Outlook
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