Author: Editor
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November 2025
Water, air pollution and economic crises are nothing new for Iran; however, each seems to be reaching new levels of seriousness. They highlight chronic governmental mismanagement over decades while also posing potentially existential headaches for the regime. Tehran’s two-track strategy. Iran stands ready for either renewed conflict or renewed diplomacy, according to foreign minister Abbas…
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November 2025
Water, air pollution and economic crises are nothing new for Iran; however, each seems to be reaching new levels of seriousness. They highlight chronic governmental mismanagement over decades while also posing potentially existential headaches for the regime. Political Tehran’s two-track strategy. Iran stands ready for either renewed conflict or renewed diplomacy, according to foreign minister…
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South Korea Macro Brief: November 2025
The Bank of Korea (BOK) is now openly leaning toward a cut, with four of six board members backing easing in the next three months. The headline? The pivot has begun. But regulators are moving in the opposite direction on credit. Household debt is rising again, SME lending mandates are being enforced with fines and…
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China Macro Brief: November 2025
Trump-Jinping meeting on 30th October exposes the limits on US power - Trump capitulates. Tensions between the two superpowers defused … for the time being. Yet, this WILL flare up again in coming months and years - Trump/ USA will continue to overestimate the US’ power and influence over China, and China will not allow…
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India Macro Brief: November 2025
India is holding steady on the surface but shifting gear underneath. The RBI has left rates untouched, dialled up its growth forecast and eased its inflation view. But this isn’t coasting. It is calibration. Behind the stability lies a flurry of activity. We see tighter regulation, fintech restructuring, renewed FX pressure and emerging stress signals…
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November 2025
Egypt enters November walking a narrow line between control and constraint. Its Gaza diplomacy has turned from leverage to liability, the GERD is now officially securitised and the Sudan refugee surge is becoming the country’s most under priced political risk. Parliamentary elections are proceeding on autopilot, Gulf cash is keeping the lights on and Western…
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November 2025
Nigeria ends 2025’s final quarter under pressure at home and scrutiny abroad. Trump’s threat of military action has shaken Abuja’s confidence just as Tinubu faces mounting anger over fuel, food and inflation. Diplomatic posts remain empty, courtrooms are deciding elections and the streets are once again Nigeria’s barometer of power. The economy shows flashes of…
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November 2025
Egypt enters November walking a narrow line between control and constraint. Its Gaza diplomacy has turned from leverage to liability, the GERD is now officially securitised and the Sudan refugee surge is becoming the country’s most under priced political risk. Parliamentary elections are proceeding on autopilot, Gulf cash is keeping the lights on and Western…
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November 2025
Nigeria ends 2025’s final quarter under pressure at home and scrutiny abroad. Trump’s threat of military action has shaken Abuja’s confidence just as Tinubu faces mounting anger over fuel, food and inflation. Diplomatic posts remain empty, courtrooms are deciding elections and the streets are once again Nigeria’s barometer of power. The economy shows flashes of…
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South Africa Macro Brief: November 2025
Fresh September data show a bumper month for exports. Germany overtakes USA as RSA’s second largest export destination. As predicted, BRICS+ integration rising – 32 RSA companies are currently in Shanghai at the 8th China International Import Expo (CIIE). Fresh exports data show September to have been a record month, with RSA’s trade patterns showing…