Author: Editor
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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…
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South Africa Macro Brief: September 2025
Last month we said “whilst about 9% of South Africa’s total exports are destined for US consumers this translates to only around 2.7% of GDP. Most commentators might assess therefore that President Trump’s 30% tariffs will have a measure of impact, but nothing catastrophic. This might be true a year or two from now, but…
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September 2025
Iran faces a volatile remainder of the month, balancing tentative nuclear cooperation with the IAEA against domestic opposition and the looming threat of UN snapback sanctions. Hardliners decry the deal made in Cairo, while moderates warn of systemic collapse without urgent reform. At the same time, oil exports to China surge, the rial stabilises slightly…
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September 2025
Iran faces a volatile remainder of the month, balancing tentative nuclear cooperation with the IAEA against domestic opposition and the looming threat of UN snapback sanctions. Hardliners decry the deal made in Cairo, while moderates warn of systemic collapse without urgent reform. At the same time, oil exports to China surge, the rial stabilises slightly,…
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Kenya Macro Brief: September 2025
Kenya is in pause mode. The rate cut cycle is on hold, inflation has ticked higher but remains within target, and the August bounce in business activity already looks short-lived. It is a month defined less by fresh decisions than by the weight of what’s already in motion. Monetary Policy. The CBR holds at 9.50%…