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Events
Databanks
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Argentina databank Nov 7 -
Brazil Economics databank Nov 15
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Central America databank Oct 31
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Chile databank Oct 23
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China databank Mar 21
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Colombia databank Nov 6
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Dominican Republic databank Nov 20
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Ecuador databank Oct 23
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Gulf Countries databank Nov 22
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Hungary databank Nov 21
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India databank Oct 30
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Mexico databank Nov 15
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Panama databank Sep 11
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Peru databank Oct 15
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Philippines databank Nov 8
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Russia Economics databank Nov 13
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South Africa databank Nov 1
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Turkey databank Sep 18
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Ukraine databank Nov 12
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Venezuela databank Nov 5
NEWS FLASH
UPCOMING WEBINAR - LATIN AMERICA IN 2025: HOW WORRIED SHOULD WE BE?...
COUNTRY INSIGHTS
The Vice-President as "Designated Survivor"
PHILIPPINES · In Brief · 13 Jul 2024
As reported in the broadsheets recently, the popularity and approval ratings of Vice-President Sara Duterte, one of the frontrunners to the Philippine presidency in 2028, are being pulled down by no less than his namesakes. The reason, as pointed out by a political commentator, is the shared bran...
F16s for Ukraine
RUSSIA / FSU POLITICS · In Brief · 12 Jul 2024
On July 10 NATO announced that it had commenced the transfer of fighter jets. Ukrainian pilots have been training on them for a year. F16s will be a major boost to the Ukrainian Air Force. On July 5 Russia claimed to have destroyed several Ukrainian jets on the ground. NATO released a strongly wo...
Russian macro: economic trends unchanged, pointing to decent GDP growth in 2024
RUSSIA ECONOMICS · Report · 12 Jul 2024
In the past seven days or so Rosstat, Minfin, and the CBR published their regular monthly statistics, allowing us a fresh look at the Russian economy in general. The main conclusion is that the trends that emerged earlier this year have not been broken, and most segments of the economy continued ...
The House approved the bill on the production of green hydrogen, Senator Braga will be the rapporteur for the Tax Reform bill approved in the House, and the Senate will focus on payroll tax relief next week
BRAZIL POLITICS · Report · 12 Jul 2024
Yesterday, the House approved Bill 2308/23, which regulates the production of hydrogen that is considered low carbon (green hydrogen), instituting voluntary certification and federal tax incentives. The text now goes to the President to sanction. Regarding Tax Reform, the rapporteur in the Senate...
TOPIC OF THE WEEK: Russian diamonds lose their shine for Armenia
CAUCASUS / CENTRAL ASIA · Report · 12 Jul 2024
We argued recently that the heady GDP growth that Armenia has been posting since last Nov can be almost exclusively attributed to the trade in Russian diamonds. In particular, we tracked it down to the exponential increase in diamond trade over the axis of Russia-Armenia-UAE/Hong Kong, which, in...
GULF WEEKLY: Aramco sells bonds, Adnoc signs up LNG investors, Pezeshkian wins Iran’s presidency
GULF COUNTRIES · Report · 12 Jul 2024
A skimmable summary overlaid with our analysis and links. Headlines: * Masoud Pezeshkian, a moderate former health minister, won Iran’s presidential election. * Aramco sold $6bn in 10 to 40-year bonds at tight spreads. * Saudi Arabia raised a further $1bn from the Aramco equity sale through ...
Balance of payments holds steady in 2Q24
RUSSIA ECONOMICS · In Brief · 11 Jul 2024
The CBR reported that the current account surplus amounted to $18.0 bln in 2Q24, which was not as much as in 1Q24 but still enough to secure a $40.6 bln current account surplus in 1H24. The trade balance reached $67.8 bln and was almost the same in both quarters ($33.8 bln and $34.0 bln). Monthly...
The House approved the Tax Reform regulation bill on consumption, the second Tax Reform bill will be put to a vote after the recess, and the payroll tax exemption issue continues
BRAZIL POLITICS · Report · 11 Jul 2024
The House concluded the voting on PLP 68/24, regarding the regulation of Tax Reform. This is an important victory for the president of the House, Arthur Lira (PP-AL). The second Tax Reform regulation bill, which deals with the Managing Committee, was left for the second semester. The vote is sche...
Ukraine receives more military aid
RUSSIA / FSU POLITICS · In Brief · 10 Jul 2024
On July 8 Zelensky visited Poland and met the prime minister. As usual this was announced in advance. The meeting was surprisingly low key. Zelensky has sometimes addressed the public when he visits Poland. On July 7 the British Defense Secretary visited Odessa, Ukraine. He is new in office becau...
National government debt continues to rise but at a decelerated rate
PHILIPPINES · Report · 10 Jul 2024
Public debt reflects the ability of governments to finance their annual budgets. If tax and non-tax revenues do not suffice, and reserves are not adequate to be drawn down, governments resort to borrowings from both domestic and external capital markets. The Philippines’ national government in...
Bi-Weekly Economic News Summary
KAZAKHSTAN · In Brief · 10 Jul 2024
June 27 President: A referendum on the nuclear power plant construction in Kazakhstan will be held in autumn 2024. S&P: The agency has upgraded the rating of Kazakhstan Kaspi Bank from BB to BB+, with a stable outlook. June 28 KASE: The stock exchange plans to hold talks with the Moscow Exchange ...
The House attempts to vote on the Tax Reform regulation on consumption, Pacheco presented the bill on state debt, and the Senate votes on the payroll tax relief bill
BRAZIL POLITICS · Report · 10 Jul 2024
The House will attempt to vote today on the bill that regulates the Tax Reform on consumption, PLP 68/24. Yesterday, its urgent status was approved. To approve the merits of the bill, 257 votes are required. Yesterday, Senate President Rodrigo Pacheco (PSD-MG) presented the bill that will address...
Indian Prime Minister visits Moscow
RUSSIA / FSU POLITICS · In Brief · 09 Jul 2024
On July 8 Narendra Modi met Putin. This is Modi's first visit to Russia since the Ukraine War began. He said he is there to discuss building peace in Russia's region. Russia is delighted to host the leader of the world's most populous nation. It proves that Russia is far from isolated. India has ...
The House Working Group on the Tax Reform Management Committee presented its report yesterday, Padilha said the focus this week will be negotiations on consumption taxes, and gas prices increase today
BRAZIL POLITICS · Report · 09 Jul 2024
The House Working Group, which discusses the second bill on Tax Reform regulation regarding the Management Committee, presented its report yesterday. Federal Deputy Mauro Benevides Filho (PDT-CE) was chosen as the general rapporteur for this bill. Yesterday, the Minister of Institutional Relation...
Missile strike on children's hospital reinforces resolve
UKRAINE · In Brief · 09 Jul 2024
I want to say a few words about Okhmatdyt Children's Hospital, which was targeted by Russian forces yesterday. This isn’t just another hospital; it’s a symbol for millions of Ukrainians. For nearly two and a half years, Vladimir Putin, with broad support from Russians, has been destroying numerou...