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Events
Databanks
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Argentina databank Apr 30 -
Brazil Economics databank Apr 14
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Central America databank May 1
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Chile databank Apr 7
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China databank Mar 21
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Colombia databank Apr 28
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Dominican Republic databank Apr 28
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Ecuador databank Apr 22
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Gulf Countries databank May 2
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Hungary databank Apr 22
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India databank Apr 28
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Mexico databank Mar 25
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Panama databank Jan 28
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Peru databank Apr 28
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Philippines databank Apr 8
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Poland databank Apr 29
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Russia Economics databank Apr 11
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South Africa databank Apr 7
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Turkey databank Apr 24
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Ukraine databank Mar 6
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Venezuela databank May 5
NEWS FLASH
UPCOMING WEBINAR - PANAMA IN FOCUS: US RELATIONS, CANAL STRATEGY AND FI...
COUNTRY INSIGHTS
Economics: Banxico Law reform initiative poses major risk
MEXICO · Report · 11 Jan 2021
When the governing Morena party’s Senate leader proposed, and in short order passed in December reforms to the law governing Banco de México the reaction was swift. Private sector analysts, deputy governors at the central bank, the Mexican Bankers Association (ABM), international ratings agencies...
Kyrgyzstan elects president
RUSSIA / FSU POLITICS · In Brief · 10 Jan 2021
On January 10 it was announced that Sadyr Japarov has been returned to office. He secured almost 80% of the vote. His nearest competitor polled a measly 7%. On the same day the country held a referendum on expanding presidential prerogatives. The expansion of presidential power won by 89% of the ...
The BoI expects growth of 6.3% this year, assuming rapid vaccination
ISRAEL · In Brief · 10 Jan 2021
HighlightsThe fiscal deficit reached 11.5% GDP in 2020, below expectations.A few months ago, the expectations were for 13%-14% GDP.We have been consistently more optimistic, stressing two drivers: the high-tech service sector and the upside from lack of travel abroad on private consumption. Tax r...
Reform hopes, harsh realities
TURKEY · Report · 10 Jan 2021
Turkish sources herald that the long-advertised “reform package”, including a slew of measures to improve investment environment, could be unveiled by President Erdogan by the end of January. The contents leaked to the press thus far suggest it is going to be a big flop. Yet, let’s stay optimisti...
German state trying to circumvent Nord Stream 2 sanctions
RUSSIA / FSU POLITICS · In Brief · 10 Jan 2021
On January 6 a German state vowed to expedite Nord Stream 2 by using a climate foundation. Mecklenburg West Pomerania will shield companies building the pipeline. The pipeline will come ashore in that state.A foundation to fund ecological projects will be used. The pipeline will be defined as tec...
Russian e-visa scheme temporarily ended
RUSSIA / FSU POLITICS · In Brief · 09 Jan 2021
On January 8 Moscow announced that its electronic visas will no longer operate until the pandemic is over. 52 countries can take advantage of these e visas. These nations include the EU, China and India. There are fears that North Korea could use them to send laborers to Russia.Most international...
OMAN: Budget discloses detailed projections until 2025 but takes oil spending off-budget
GULF COUNTRIES · Report · 08 Jan 2021 · 3 responses
* The new fiscal projections until 2025 seem to be derived from the existing Tawazun plan. * However, oil expenditure has been taken off-budget and some other minor changes were made. * More detailed disclosures show the budgeted path for subsidy reform and non-oil revenue growth. * The oil as...
Azerbaijan building airport in recovered territory
RUSSIA / FSU POLITICS · In Brief · 08 Jan 2021
On January 5 it was announced that a new airport will be built in Fuzuli. This district was only retaken from Armenia 2 months ago. There remains much demining to be done. The government is keen to keep reminding people of the victory of 2020.The liberated City of Susa is to be the cultural capit...
Serbia starts using Russian vaccine
RUSSIA / FSU POLITICS · In Brief · 08 Jan 2021
On January 6 Serbia commenced vaccinating people with Sputnik V. Politicians are the first to receive it even if they are not high risk. The purpose of this is to reassure the public that the vaccine is safe. Belarus is the only other country in Europe using Sputnik. The WHO and the European Medi...
US accuses Russia of data breach
RUSSIA / FSU POLITICS · In Brief · 08 Jan 2021
On January 6 Washington said that Moscow perpetrated the SolarWinds attack. The breach affected government and private sector security. Trump said it was China. However, other cabinet members blame Russia.The FBI, DNI, NSA and Cybersecurity and Infrastructure Security Agency all blamed Russia. It...
GULF WEEKLY: Qatar reconciliation, Saudi oil cut, Kuwaiti cabinet may resign, Omani budget
GULF COUNTRIES · Report · 08 Jan 2021 · 1 response
A skimmable summary of key developments overlaid with our analysis and links to further information. Headlines include: * OPEC agreed to hold production largely flat for two months, then Saudi voluntarily cut by 1m b/d. * The cut pushed oil to a post-Covid high. Unrelatedly, the Asian LNG spo...
Should we worry about inflation?
PHILIPPINES · In Brief · 08 Jan 2021
For the last two months of 2020, inflation had surprised on the upside. Although the headline rate still looked rather benign at 3.5% in December, the overall price level in fact increased by 1.9% between October and December, reflecting month-on-month inflation rates of 1.1% in November and 0.9%...
November industry and retail sales data reflects only moderate 2nd wave lockdown impact
HUNGARY · In Brief · 08 Jan 2021
StatOffice (KSH) statements on industrial output this morning and on retail sales yesterday, both on November data, have justified analyst beliefs, including ours of course, that the initial negative impact of the 2nd wave Covid lockdown would be significantly smaller than the impact of the 1st w...
Russia’s pandemic/political update: hoping for a slightly better life in 2021
RUSSIA ECONOMICS · Report · 06 Jan 2021
Unsurprisingly, the coronavirus, the respective restrictions and the measures undertaken by the authorities were perceived as the most important developments in 2020. After reaching a peak on December 24 (nearly 30K infected) Russia’s number of daily Covid-19 cases has started to subside graduall...
US sanctions force Norwegian company out of Nord Stream 2
RUSSIA / FSU POLITICS · In Brief · 06 Jan 2021
On January 4 DNV GL announced that it will no longer provide verification services for the pipeline. The company provided technical and safety certificates. The company had been working on the pipeline for 5 years. It will be hard to find a company to replace this one.The US passed a law called P...