Category: L1LT

Russia Macro Monthly March 2023

GDP exceeded expectation in 2022. Despite the shortcomings of macro analysis in the current environment, the latest data points to improvements in the macro sphere.

Russia Macro Monthly February 2023

A more challenging 2023. In 2023, four main factors will affect the economy. One is political, i.e., the geopolitical situation, the direction of the conflict in Ukraine, and associated sanctions. The other three factors are economic – exports, investments, and domestic demand. The same factors provided the macro backdrop for 2022.

2023 Russia Outlook: Life in a Very Cold Climate

The conflict changes the model. President Putin’s announcement in February 2022 of what he refers to as a “Special Military Operation” (SMO), marked a fundamental shift in how Russian domestic politics works, with rippling effects throughout the Eurasia region.

Russia’s Sanctions Response Diary – January 23rd 2023

New this week: January 17th: Presidential decree allows companies to ignore the votes of foreign shareholders of energy,
engineering or trade companies where the main shareholder has been sanctioned and foreigners
are less than 50% of the shareholders, and revenue is more than RUB100 bln (US$ 1.4 bln).

In Context: Caucasus Demographics

The population of the three Caucasus states is 17.4 mln. Armenia and Georgia suffered from mass immigration in the 1990s and the legacy effect is a declining birth rate today.

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