Author: Editor
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China Macro Brief: September 2025
New economic data show that China has made significant strides in offsetting the economic impacts of the US-China trade stand-off. A recent flurry of diplomatic engagement between the US and China, both at numerous levels and from numerous departments, indicates a gradual softening of the highly confrontational tête-à-tête that President Trump began with his “reciprocal”…
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Brazil Macro Brief: September 2025
US-Brazil relations deteriorate further, with President Trump taking what looks to be personal offence at former President Jair Bolsonaro’s conviction and sentencing, and now Brazil’s chief prosecutor charging Bolsonaro’s son, a congressman. Right now Trump’s nightmare scenario for himself and his family after his term ends is playing out in real time in Brazil and…
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Taiwan Macro Brief: September 2025
Taiwan’s macro picture remains one of discipline and quiet strength. The central bank is holding its line, inflation is easing, capital controls remain light-touch and the labour market is still pulling its weight. But there are tremors under the surface - from volatile capital flows to growing exposure to external political risk.… Read the rest
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Reactors and Realignment: What Kazakhstan’s Nuclear Move Really Signals
Kazakhstan is pressing ahead with its first civilian nuclear plant – but this isn’t just about power grids or carbon targets. It is about leverage. And the game around it is changing fast. The IAEA has thrown its weight behind the project, offering full support from start to finish. On paper, Astana has a clean…
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September 2025
BNP have confirmed that elections will be held on time, aligning with people’s expectations. The slow pace of promised reforms by the interim government has frustrated experts, who allege that while reports have been published, implementation is lagging or non-existent. On the economic side, the central bank has partnered with the Gates Foundation to develop…
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September 2025
BNP have confirmed that elections will be held on time, aligning with people’s expectations. The slow pace of promised reforms by the interim government has frustrated experts, who allege that while reports have been published, implementation is lagging or non-existent. On the economic side, the central bank has partnered with the Gates Foundation to develop…
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September 2025
Kazakhstan continues down its path of fortification. As the global balance shifts, Astana is quietly building buffers. Strategic. Digital. Institutional. New defence pacts, legal red lines and a centralised AI ministry suggest a state preparing not just for shocks but to shape the terms of engagement. China is consolidating, the West is recalibrating, and Tokayev…
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September 2025
Kazakhstan continues down its path of fortification. As the global balance shifts, Astana is quietly building buffers. Strategic. Digital. Institutional. New defence pacts, legal red lines and a centralised AI ministry suggest a state preparing not just for shocks but to shape the terms of engagement. China is consolidating, the West is recalibrating, and Tokayev…
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South Korea Macro Brief: September 2025
South Korea is still balancing on the edge. The Bank of Korea (BOK) has held rates at 2.50% again, but the board is quietly pivoting toward easing. Inflation is falling, household debt pressures persist and capital outflows are keeping policymakers on high alert. Behind the scenes, financial regulators are pushing ahead on digital innovation and…
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India Macro Brief: September 2025
India’s macro picture continues to evolve at speed. The RBI is holding steady for now, but the rupee has come under renewed pressure and liquidity tools are being deployed more aggressively. Exporters are crying foul, foreign card use is facing tighter scrutiny and fintech enforcement is entering controversial new territory. Beneath the headlines, the system…