Author: Editor
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April 2025
Since last month, we have gone from a public rejection by Iran’s Supreme Leader of a US offer to talk, to a first indirect meeting of envoys in Oman. Trump aims to resolve the nuclear situation -and more- by June and will ratchet up the pressure between now and then. PoliticalTalks announced, divisions with Israel.……
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April 2025
Since last month, we have gone from a public rejection by Iran’s Supreme Leader of a US offer to talk, to a first indirect meeting of envoys in Oman. Trump aims to resolve the nuclear situation -and more- by June and will ratchet up the pressure between now and then. Talks announced, divisions with Israel.……
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China Macro Brief: April 2025
(Urban) unemployment remains roughly steady across China, while concerted efforts to foster growth in emerging industries aim to generate employment opportunities to replace those in industries experiencing contraction. Geopolitical tensions, and a careful plan to stabilise the economy against the impact of external shocks, see Beijing and the PBOC focusing on attracting foreign investment and…
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Brazil Macro Brief: April 2025
Stubborn inflation has prompted not one but two 100bps interest rate rises in the year so far, with the base rate now standing at its highest level since 2016 at 14.25%. The BCB is moving to align the Brazilian financial landscape with international standards with updated methodology and oversight requirements and proposals.… Read the rest
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April 2025
Internationally, Egypt’s role as a regional power broker remains in the spotlight. President Sisi continues his efforts to mediate a ceasefire in Gaza. He is doing this while he navigates the increasingly complex dynamics of international relations with the US, EU and other powers. Simultaneously, Egypt is experiencing resilience in its growth, despite external pressures such as the impact of President Trump’s trade tariffs and ever rising population numbers. Sisi’s………
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April 2025
Internationally, Egypt’s role as a regional power broker remains in the spotlight. President Sisi continues his efforts to mediate a ceasefire in Gaza. He is doing this while he navigates the increasingly complex dynamics of international relations with the US, EU and other powers. Simultaneously, Egypt is experiencing resilience in its growth, despite external pressures such as the impact of President Trump’s trade tariffs and ever rising population numbers. ……
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Taiwan Macro Brief: April 2025
The financial landscape in Taiwan has remained stable over the past month. The Central Bank has maintained its monetary policy stance and continued to monitor credit markets and economic indicators. However, we have observed some key developments have shaped the economic outlook, including interest rate decisions, exchange rate trends, real estate lending controls and employment…
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South Korea Macro Brief: April 2025
South Korea has seen a series of financial and economic developments over the past month which has reflected in both domestic challenges and regulatory adjustments – all aimed at stabilising markets and sustaining economic momentum. The Bank of Korea (BOK) has taken strong steps to support growth. At the same time, the Financial Services Commission…
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India Macro Brief: April 2025
Overview. Over the past month, India has witnessed significant financial and regulatory changes impacting its banking sector, monetary policies, capital markets, and broader economic landscape. The Reserve Bank of India (RBI) has introduced liquidity measures, adjusted monetary policies, and revised lending guidelines, while the fiscal and employment outlook continues to evolve amid global and domestic…
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November 2024
Nigeria has been battling its worst floods in 30 years. Hundreds have been killed and at least 1.3 million people displaced. The cost of damage to infrastructure and agriculture cannot yet be calculated but it will be significant. As the waters subside we can see the carnage left behind and it is not just material.………