Author: Editor
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April 2025
Pakistan in 2025 is a study in contrasts. On the foreign front, ties with China are deepening fast, but Islamabad is keeping one eye on Washington - playing both sides, and for now, getting away with it. There’s a cautious thaw with Bangladesh, a rocky reset with Afghanistan and the usual push and pull across…
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April 2025
As always, this month we again find Kazakhstan’s position to be somewhere between careful consolidation and cautious advancement. Tokayev continues to exude his special blend of quiet confidence and steady progress - especially on the foreign policy front. Relations with China, Russia, and the US are strategically evolving as Kazakhstan positions itself as an active…
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April 2025
As always, this month we again find Kazakhstan’s position to be somewhere between careful consolidation and cautious advancement. Tokayev continues to exude his special blend of quiet confidence and steady progress - especially on the foreign policy front. Relations with China, Russia, and the US are strategically evolving as Kazakhstan positions itself as an active…
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April 2025
Pakistan in 2025 is a study in contrasts. On the foreign front, ties with China are deepening fast, but Islamabad is keeping one eye on Washington – playing both sides, and for now, getting away with it. There’s a cautious thaw with Bangladesh, a rocky reset with Afghanistan and the usual push and pull across…
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April 2025
Pakistan in 2025 is a study in contrasts. On the foreign front, ties with China are deepening fast, but Islamabad is keeping one eye on Washington - playing both sides, and for now, getting away with it. There’s a cautious thaw with Bangladesh, a rocky reset with Afghanistan and the usual push and pull across…
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Vietnam Macro Brief: April 2025
Vietnam has long been a success story, consistently posting high GDP growth year after year, while absorbing a substantial portion of Western demand for manufacturing previously handled by China. However, the ongoing impact of President Trump’s Liberation Day tariffs, coupled with the USA’s significant trade deficit with Vietnam, raises concerns that Vietnam’s reliable growth trajectory…
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April 2025
The BNP does not support most of the national reforms set out by the interim government and its failure to provide an election timeline. The IMF has once again decreased its GDP growth forecast for Bangladesh for the current fiscal year, citing structural risks and external pressures. The central bank governor has said that poorly…
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April 2025
The BNP does not support most of the national reforms set out by the interim government and its failure to provide an election timeline. The IMF has once again decreased its GDP growth forecast for Bangladesh for the current fiscal year, citing structural risks and external pressures. The central bank governor has said that poorly…
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Argentina Macro Brief: April 2025
Argentina is turning the page. Currency controls are out, the peso is floating and inflation is finally easing. The central bank has started cutting rates, IMF cash is flowing and reserves are building. Overseas card use is back, though capital controls on businesses remain – for now. Early moves toward digital finance hint at deeper…
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Indonesia Macro Brief: April 2025
Unemployment continues to fall across Indonesia, although the vast majority of employment is both informal and focused within primary industries. The introduction of GR8/2025, a revised Export Earnings Rule from GR36/2023 is expected to boost FOREX reserves by circa USD100Bn pa, but requires exporters of a wide range of primary industry products to retain 100%…