Author: Editor
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Vietnam Macro Brief: June 2025
A new decree to foster innovation within Vietnam’s banking and financial services, some developments with US trade negotiations, European sanctions against several Vietnamese companies trading with Russia – it has been a busy month for Vietnam. Policy & Regulatory Developments Effective from 1st July Decree No. 94/2025/ND-CP (or Decree 94) establishes a ‘Regulatory Sandbox’ for…
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Argentina Macro Brief: June 2025
Inflation is falling, reserves are rising and Argentina is entering a new phase of reform. Rates are now market-set, capital controls remain relaxed and a quiet push is underway to lure hidden savings back onshore. If momentum holds, Milei may not just steady the ship – he might actually start to turn it around.… Read…
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December 2024
If last month was a bad one for the Islamic Republic (and it was), this month was truly وحشتناک or Vahshatnāk. Horrible. Iran now faces one of the most significant challenges to its regional strategy in decades, with key ally Assad’s fall marking a major blow to its influence and leaving its hardline factions grappling…
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June 2025
As the week came to an end in Tehran, and with another round of diplomacy set to start, the Israelis lost patience and struck multiple targets in Iran. After three days the conflict has entered a volatile new phase, marked by precision strikes, missile barrages, and rising civilian casualties. What began as a targeted Israeli…
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June 2025
As the week came to an end in Tehran, and with another round of diplomacy set to start, the Israelis lost patience and struck multiple targets in Iran. After three days the conflict has entered a volatile new phase, marked by precision strikes, missile barrages, and rising civilian casualties. What began as a targeted Israeli…
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Indonesia Macro Brief: June 2025
Continued trade negotiations with the USA, now entering their second round next week in Washington, and generally with a very positive feel. A slight reduction in interest rates, with inflation staying well within target range. Further improvement in FATF compliance too. All in all, Indonesia feels increasingly positive. Tariffs At the beginning of June Indonesia’s…
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China Macro Brief: June 2025
China Macro Brief: June 2025 US-China trade negotiations, and rhetoric, continue. Meanwhile, China has continued to improve her armoury, and bolster her economy in anticipation of a further breakdown in relations – and, having learned well from Russia’s recent experience, around sanctions in particular. This does introduce additional complexity and compliance burden for individuals and…
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Brazil Macro Brief: June 2025
Brazil Macro Brief: June 2025 A visit by an IMF team in late May and early June provided a timely check-in on Brazil’s macro progress and its policy path ahead. Meanwhile, the new Economic Reciprocity Law has given the government fresh powers to hit back against unilateral foreign measures. That includes not only sanctions but…
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June 2025
Tanzania is heading into the final stretch before October’s general election - and the tone has shifted decisively. President Samia Hassan is still the clear frontrunner, but her administration is now leaning heavily on state power to shape the race. Opposition voices are sidelined, media space is tightening and security tactics are growing more aggressive.………
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June 2025
Egypt’s political scene is being shaped by a mix of intense pressure at home and active manoeuvring abroad. Egypt stands at a critical crossroads, balancing fragile and dangerous regional affairs with an economic recovery gaining momentum. Amid mounting criticism over Gaza and border tensions with Sudan, Cairo is navigating a precarious diplomatic path, deepening ties…