Author: Editor
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May 2025
Egypt is, once again, at a crossroads. It finds itself caught between political pressure, economic fragility, and regional security risks. Relations with the US have hit a new low, sparked by Trump’s jab over toll-free Suez Canal passage and Washington’s firm backing of Israel in the Gaza war. Cairo’s response? A firm defence of its…
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May 2025
US-Nigeria relations have taken a sharp hit with Trump back in the White House. Visa restrictions and aid cuts are sending a clear message that things are shifting – and Nigeria is feeling it, especially in healthcare where US funding was critical. Economically, a slight dip in inflation isn’t fooling anyone.… Read the rest
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May 2025
US-Nigeria relations have taken a sharp hit with Trump back in the White House. Visa restrictions and aid cuts are sending a clear message that things are shifting – and Nigeria is feeling it, especially in healthcare where US funding was critical. Economically, a slight dip in inflation isn't fooling anyone.…… Read the rest
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Taiwan Macro Brief: May 2025
Taiwan’s financial system has remained relatively steady through April. The central bank has held the line on policy while nudging down growth expectations. The government’s focus on real estate credit and financial market stability has continued to shape the regulatory tone. The broader economic outlook remains healthy but not without its risks - especially as…
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South Korea Macro Brief: May 2025
South Korea has had one foot on the brake but simultaneously the other on the accelerator. Over the past month, policymakers have stepped up efforts to support a cooling economy but are still trying to maintain sight of the bigger picture. Rate cuts, market interventions, pension reforms – these are all part of a broader…
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India Macro Brief: May 2025
India’s financial landscape remained in motion throughout all of April. The Reserve Bank of India (RBI) continued to take centre stage. Fresh rate cuts, liquidity injections and regulatory shifts also signalled a clear intent: anchor financial stability, stimulate credit and shore up investor confidence amid rising external and geopolitical risks. Meanwhile, the rupee has come…
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May 2025
April showed, once again, that Mexico can hold its ground under pressure - though some internal cracks are getting harder to ignore. As we flagged last month, the new U.S. tariffs under Trump didn’t come through USMCA channels. Instead, they landed outside the formal trade framework, aimed more at headlines than actual disruption.…… Read the…
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Philippines Macro Brief: April 2025
A stable currency, low inflation, low unemployment and an increasingly business-friendly environment bode well for the Philippines. That said, President Trump’s tariffs do pose a potential challenge to the government’s ambitions to attract foreign investment, particularly given that 32% of FDI into ASEAN in 2023 came from the USA. Monetary Policy, Inflation & Interest Rates…
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Russia Macro Brief: April 2025
Plenty is being said elsewhere about the war in Ukraine, the USA’s involvement — or lack thereof — in peace negotiations, and the new US-Ukraine minerals agreements. Here, we focus instead on Russia’s economic landscape: some of it war-linked, some less so. A fresh wave of UK sanctions, the policy rate held at 21% again…