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Events
Databanks
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Argentina databank Mar 28
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Brazil Economics databank Apr 17
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Central America databank Apr 2
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Chile databank Apr 4
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China databank Mar 21
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Colombia databank Apr 3
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Dominican Republic databank Apr 15
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Ecuador databank Mar 26
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Gulf Countries databank Apr 12
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Hungary databank Mar 20
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India databank Mar 28
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Mexico databank Mar 28
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Panama databank Feb 2
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Peru databank Mar 27
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Philippines databank Apr 8
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Russia Economics databank Apr 11
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South Africa databank Apr 8
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Turkey databank Mar 6
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Ukraine databank Feb 12
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Uruguay databank Mar 27
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Venezuela databank Apr 3
NEWS FLASH
UPCOMING WEBINAR - TURKEY: FUNDAMENTAL CHANGE OR BUSINESS AS USUAL?...
COUNTRY INSIGHTS
Special Report - Why did Armenia lose the Nagorno-Karabakh conflict?
RUSSIA / FSU POLITICS · Report · 01 Feb 2021
Now that the dust has settled on the Nagorno-Karabakh Conflict the pundits have been able to opine on the reasons for Armenia’s heavy defeat. They have also been able to draw inferences from how the two nations fought and why one emerged so patently on top. The conflict ended with a ceasefire ...
GDP contraction in Q420 likely to be modest
ISRAEL · In Brief · 31 Jan 2021
Highlights:Economic indicators fairly positive in Q420, but slow in January Hi tech service exports (10% of GDP) increased by 19% in 2020. Despite the third closure, private consumption declined modestly in Q420 with credit card purchases down 1.5% q/q and chain store sales down 2.2%. January wit...
"Cristinomics" conditions the IMF negotiations
ARGENTINA · Report · 31 Jan 2021
The government has always been vague regarding the economic model it has in mind or how it would achieve its goal of simultaneously supporting domestic consumption while remaining a competitive exporter. In short, how can it spur domestic absorption while seeking a balance of payment inflows to f...
Q&A on politics and the economy
TURKEY · Report · 31 Jan 2021 · 1 response
Support for both President Erdogan and the AKP-MHP alliance seem to be declining in the polls, as the epidemic flares up once again, while poverty and unemployment are wreaking havoc across the nation. The base-case scenario is Turkey remaining under restrictions through the second quarter of the...
Iran buying Russian vaccine
RUSSIA / FSU POLITICS · In Brief · 30 Jan 2021
On January 30 Iran announced that it will receive Sputnik V doses on February 4. Iran has already approved the vaccine. There will be further shipments later in February. Iran and Russia have had a fairly warm relationship for the last 30 years.Iran has refused to countenance vaccines made in the...
Sberbank investing USD 400 million in online retail
RUSSIA / FSU POLITICS · In Brief · 29 Jan 2021
On January 28 Russia's biggest bank announced it aims to become the country's main online retailer, too. It has signed a memorandum of intent to increase its stake in Goods.Ru. The bank wants to buy an extra stake in Goods.Ru from M.Video-Eldorado Group for USD 52 million.Sber's stake in Goods.Ru...
OFZ issuance: poor start of the year
RUSSIA ECONOMICS · In Brief · 29 Jan 2021
The first month of the year 2021 was not fruitful for the Finance Ministry in terms of the borrowing on the local market. Since the beginning of the year, the government has managed to place OFZ worth only R61.1 bln, which is a very poor result given the annual plan of R3.7 trln. Demand from inte...
GULF WEEKLY: Saudi bonds and new governor, Kuwaiti budget and reappointed prime minister
GULF COUNTRIES · Report · 29 Jan 2021 · 1 response
A skimmable summary of key developments overlaid with our analysis and links to further information. Headlines include: * Increased vaccine supplies are on the way as Covid cases continue to rise. * The US and Iran insist the other comply first, but Rob Malley’s appointment points to a deal. ...
Central America and Caribbean Outlook 2021 - Post-pandemic progress - Costa Rica, El Salvador, Guatemala, Dominican Republic and Panama
CENTRAL AMERICA · Report · 29 Jan 2021
Our live webinar features Francisco de Paula Gutierrez, Felix Delgado, Magdalena Lizardo and Marco Fernandez as they discuss their countries’ fiscal, macro and political prospects for the coming year. This webinar was moderated by Esteban Tamayo, Citi Research Economist for Colombia, Peru and the...
Russian private equity firm attracts USD 260 million to digital fund
RUSSIA / FSU POLITICS · In Brief · 28 Jan 2021
On January 21 Kommersant reported that Elbrus Capital's investment fund for the Russian digital sector is doing very well. It is the third fund launched by the investment house, which has tech as its niche. Elbrus specializes in former USSR countries. Elbrus' aim is to raise USD 600 million by th...
Essential CIS Politics: January 2021
RUSSIA / FSU POLITICS · Report · 28 Jan 2021
• Russia is slowing the spread of the coronavirus, distributing vaccines as Moscow reopens. • Russia’s gold reserves have risen in value significantly as the RUB remains undervalued. • In Kyrgyzstan a new president was elected. • In Kazakhstan the ruling party won elections marred by a total l...
Russia’s economic performance has seemingly improved in 4Q20, albeit accelerated inflation suppressed real retail sales
RUSSIA ECONOMICS · In Brief · 28 Jan 2021
According to Rosstat’s preliminary estimates, Russia’s retail sales contracted by 4.1% in 2020. Food retail was down by 2.6%, while non-food retail dropped by 5.2%. These numbers are generally in line with expectations. As inflation accelerated in 4Q20, retail sales decreased in this quarter more...
Russian private equity firm attracts USD 260 million to digital fund
RUSSIA / FSU POLITICS · In Brief · 28 Jan 2021
On January 21 Kommersant reported that Elbrus Capital's investment fund for the Russian digital sector is doing very well. It is the third fund launched by the investment house which has tech as its niche. Elbrus specializes in former USSR countries. Elbrus' aim is to raise USD 600 million by the...
Yuan faces further appreciation pressure
CHINA · Report · 28 Jan 2021
Chinese GDP rose 2.3% y/y in 2020. The slower growth mainly occurred in Q1 and Q2. Growth rose to 4.9% y/y in Q3, and 6.5% y/y in Q4, reaching the normal levels. Industrial output saw a similar GDP trend, and grew 2.8% y/y from 2019. Specifically, output rose 7.1% y/y in Q4, up 1.2 pps from Q4 20...
Recovery outlook: neither bad nor good
UKRAINE · Forecast · 28 Jan 2021
Ukraine survived 2020 rather smoothly, compared to the rest of the world. Economic growth dropped by 4.5% y/y, which is a very good result for Ukraine in the storm of global crisis. Incomes continued to grow. The current account balance reached an astonishing surplus of $6.9 billion, or 4.6% of ...