Browsing documents with the theme of Kazakhstan
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Russia Macro-Politics December Monthly: Tempered holiday mood
Investors and government are waiting for sanctions. The CAATS act requires that the US government must draw up a list of “Putin’s inner circle” to be sanctioned and to report on the viability of bans on purchases of Russian debt by the end of January 2018. Capital markets are largely flat with low volumes as investors wait to see what happens next in Q1 or 1H18. Russian indices are set to underperform global peers by approximately 30% this year.
Transcript of Macro-Advisory’s 2017 Autumn Briefing
Dr Pankin gave us an overview and answered questions about the Eurasian Investment Bank
Russia Macro: Is Moscow facing a winter of “content”?
The underlying economy is doing well, despite the problems in the banking sector
Eurasian Economic Union: Consolidation and Progress Continues
Not much has changed in the EaEU since our last report, but this sort of integration process does not move quickly, as the experience of the EU shows. The EU experience is also important when interpreting intra-EaEU friction, such as that between Russia and Belarus. This is inevitable when countries have diverging bilateral interests. The EaEU exists to create a forum where these can be resolved, but not eradicated. We see a little more flesh on the links between the EaEU and the One Belt One Road strategy, but both projects are moving slowly.
Macro-Advisory Macro Monthly November 2016
Economic confidence rebounds, against a strong turnout for the Foreign Investors Advisory Council, and growth in key sectors
Kazakhstan: 3-D Printing a New Economy
Analysis of the Kazakh government’s reform plan
Kazakhstan key macroeconomic data and forecasts, 2012-17
Kazakhstan data on GDP growth, inflation, unemployment, state budget, current account and currency
Kazakhstan Agriculture Report
Lagging but with huge potential
A difficult balancing act
Caspian Corridor Initiation
Balancing weak oil & Russia contagion with China and Iran opportunities
Kazakhstan Country Profile
Creating a new Silk Road