Author: Editor
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Vietnam Macro Brief: May 2025
Some major regulatory developments this month that should tighten economic governance, create more room for foreign investment, sharpen statistical tools, and strengthen fuel supply resilience and pricing oversight. At the same time, negotiations over President Trump’s Liberation Day tariffs rumble on, set against the backdrop of the US’s hefty trade deficit with Vietnam.… Read the…
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May 2025
The BNP has called on the interim government to release an election roadmap without delay. Meanwhile, the Awami League has been banned from politics, with its registration suspended. On the economic front, the World Bank has projected GDP growth at just 3.3% this fiscal year. Remittances have surged, but exports hit a 10-month low.…… Read…
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May 2025
The BNP has called on the interim government to release an election roadmap without delay. Meanwhile, the Awami League has been banned from politics, with its registration suspended. On the economic front, the World Bank has projected GDP growth at just 3.3% this fiscal year. Remittances have surged, but exports hit a 10-month low.…… Read…
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May 2025
Kazakhstan is quietly but decisively in motion. On the foreign policy front, Tokayev is playing the long game. His recent Moscow visit was a cautious nod to history, not a tilt toward dependency. At the same time, ties with the Gulf are deepening fast, with the UAE injecting over USD5 billion into strategic sectors from…
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May 2025
Kazakhstan is quietly but decisively in motion. On the foreign policy front, Tokayev is playing the long game. His recent Moscow visit was a cautious nod to history, not a tilt toward dependency. At the same time, ties with the Gulf are deepening fast, with the UAE injecting over USD5 billion into strategic sectors from…
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Argentina Macro Brief: May 2025
Stabilisation, liberalisation, and a renewed search for Argentina’s hidden ‘mattress dollars’. Argentina is now entering a new phase of reforms and rebuilding but a quieter campaign is also underway: coaxing billions in undeclared cash back into the formal economy. This could be transformative. Monetary Policy The Central Bank cut rates again in April - this…
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May 2025
More talks. Few details or positive signs have come from them but the fact that they are still ongoing shows both sides’ willingness to see what concessions are on the table. The US Administration is confused about what those might be. More bad news on the economy underscores the need for economic concessions but not…
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May 2025
More talks. Few details or positive signs have come from them but the fact that they are still ongoing shows both sides’ willingness to see what concessions are on the table. The US Administration is confused about what those might be. More bad news on the economy underscores the need for economic concessions but not…
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Indonesia Macro Brief: May 2025
Headlines have centred on Indonesia’s trade tensions with the US, particularly around the paused 32% ‘reciprocal’ tariffs on Indonesian exports. Those tensions have sparked capital outflows and weighed on the Rupiah. Still, perspective is key. Exports to the US make up just 2% of GDP, and beneath the noise, the macro backdrop remains broadly stable.……
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China Macro Brief: May 2025
China appears to have successfully called President Trump’s bluff over his “Liberation Day” tariffs, but negotiations are ongoing and there remains potential for further upset. Not content to simply hope for a favourable outcome from such negotiations the State Council announced a raft of monetary policy measures intended to stabilise and calm the markets.… Read…