Author: Editor
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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…
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Malaysia: Macro Brief April 2025
Malaysia’s economic policy landscape has stayed broadly stable over the past month - but not without pressure points. Bank Negara Malaysia (BNM) is holding its line on rates, the Ringgit remains fragile, and there are signs of tightening behind the scenes. At the same time, labour market resilience and the digital banking rollout continue to…
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Chile Macro Brief: April 2025
Chile heads into Q2 with the mood cooling and the ground shifting. The Central Bank has slammed the brakes on easing, with inflation pressures creeping back and the peso losing a bit of steam. Growth ended 2024 on a solid note — better than most had expected — but the momentum is clearly slowing.… Read…
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November 2024
Kazakhstan’s attractiveness as a regional power house continues to shine. Tokayev is a master of global engagement in an exceptionally effective low key manner. There is no big national news to report on this month but that doesn’t mean there aren’t a few significant things bubbling under the surface. Kazakhstan continues its commitment to the…
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April 2025
Pakistan in 2025 is a study in contrasts. On the foreign front, ties with China are deepening fast, but Islamabad is keeping one eye on Washington - playing both sides, and for now, getting away with it. There’s a cautious thaw with Bangladesh, a rocky reset with Afghanistan and the usual push and pull across…
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April 2025
As always, this month we again find Kazakhstan’s position to be somewhere between careful consolidation and cautious advancement. Tokayev continues to exude his special blend of quiet confidence and steady progress - especially on the foreign policy front. Relations with China, Russia, and the US are strategically evolving as Kazakhstan positions itself as an active…
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April 2025
As always, this month we again find Kazakhstan’s position to be somewhere between careful consolidation and cautious advancement. Tokayev continues to exude his special blend of quiet confidence and steady progress - especially on the foreign policy front. Relations with China, Russia, and the US are strategically evolving as Kazakhstan positions itself as an active…
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April 2025
Pakistan in 2025 is a study in contrasts. On the foreign front, ties with China are deepening fast, but Islamabad is keeping one eye on Washington – playing both sides, and for now, getting away with it. There’s a cautious thaw with Bangladesh, a rocky reset with Afghanistan and the usual push and pull across…
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April 2025
Pakistan in 2025 is a study in contrasts. On the foreign front, ties with China are deepening fast, but Islamabad is keeping one eye on Washington - playing both sides, and for now, getting away with it. There’s a cautious thaw with Bangladesh, a rocky reset with Afghanistan and the usual push and pull across…