April CCA Highlights: Armenia's deflation persists, Azerbaijan's GDP growth strong in 1Q, Georgia buys gold, Uzbekistan raises utility tariffs, Tajikistan summons Russian ambassador

CAUCASUS / CENTRAL ASIA - Report 30 Apr 2024 by Ivan Tchakarov

We comment on the key economic developments in the Caucasus and Central Asia in April:

Armenia: Monthly economic indicator grows by 15.3% YoY in Mar
Armenia: Central Bank lowers refinancing rate by 25bpts to 8.25%
Armenia: CA posts a 2.1% of GDP deficit in 2023
Armenia: Gross external debt falls to 64% of GDP in 2023, the lowest since 2010
Armenia: Deflation persists in Mar
Armenia: Net remittances recover in Feb
Armenia: REER broadly unchanged in Feb
Armenia: Armenia and Azerbaijan agree on the first stage of border delimitation
Armenia: Pashinyan's approval rating takes yet another dive
Armenia: IMF, WB, ADB update 2024 growth forecasts
Armenia: Moscow withdraws military personnel from Nagorno-Karabakh
Azerbaijan: CA records a surplus of 11.5% of GDP in 2023
Azerbaijan: Inflation drops to 0.4% YoY in Mar
Azerbaijan: GDP growth expands by 4.0% YoY in 1Q24
Azerbaijan: Budget surplus amounts to AZN0.8bn during Jan-Mar
Azerbaijan: Real incomes post accelerating growth in Jan-Mar
Azerbaijan: Gas and oil production inch up in Mar
Azerbaijan: Azerbaijan exports 2.3bcm of gas in Mar
Azerbaijan: SOFAZ transfers US$1.8bn to budget in 1Q24
Azerbaijan: SOFAZ raises share of gold in investment portfolio
Azerbaijan: Public debt amounts to USD 15.2bn as of April 1st
Azerbaijan: Deposit dollarization broadly unchanged in Mar
Azerbaijan: Azerbaijan, Armenia close to peace "as never before"
Georgia: Monthly economic indicator rises by 8.2% YoY in 1Q24
Georgia: Income from foreign travel strong in 1Q24
Georgia: CA posts US$593mn deficit in Q4 2023
Georgia: Gross external debt at 79% of GDP in 4Q23
Georgia: Mar inflation remains contained
Georgia: NBG makes gold purchases for the first time in history
Georgia: FX reserves inch up to US$4.77bn on gold purchases
Georgia: NBG accelerates FX purchases in Mar
Georgia: PPI rises to 4.0% y/y in Mar
Georgia: Bank lending growth inches up to 18.4% YoY in Mar
Georgia: Trade deficit improves in Mar on lower imports
Georgia: REER declines in Mar
Georgia: Parliament adopts tax amendments that would simplify transfer of offshore assets
Uzbekistan: CA deficit widens to 8.6% of GDP in 2023
Uzbekistan: CPI inches down to 8.0% YoY in Mar
Uzbekistan: Inflation expectations remain at elevated levels in Mar
Uzbekistan: CBU keeps policy rate unchanged at 14.0%
Uzbekistan: FX reserves increase to USD 34.2bn in Mar
Uzbekistan: Electricity and gas tariffs headed for large increases from May 1
Uzbekistan: Gas production inches up in Mar
Uzbekistan: Trade deficit moderates to US$572mn in Mar
Uzbekistan: Industrial production loses steam in Mar
Uzbekistan: Gazprom intends to open representative office in Uzbekistan
Uzbekistan: Remittances increase in 1Q24
Uzbekistan: Government intends to speed up Uzpromstroybank privatization
Tajikistan: Inflation remains contained at 3.6% YoY in Mar
Tajikistan: GDP grows by 8.1% over the first two months of the year
Tajikistan: CA posted a 4.9% of GDP surplus in 2023
Tajikistan: Trade balance improves on higher gold exports
Tajikistan: MFA summons Russian ambassador on alleged mistreatment of Tajik nationals

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