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Russian household consumption is recovering slowly

Location:

RUSSIA

This was the first acceleration after twelve consecutive declines and was driven by an 11% rise in the prices of services. The war in Ukraine has exposed Russia’s consumers to…

War and sanctions will hit Russian consumer spending

Location:

RUSSIA

The cost will increase pressure on households already experiencing declining real incomes and worrying about the military mobilisation which the government says has taken 300,000…

Ukraine war will hasten Japan's defence reform

Location:

JAPAN

Japan has followed the lead of the G7 countries in providing aid to Ukraine and imposing financial and trade sanctions on Russia. Japan's government and private sector are…

Russia’s economy will turn increasingly towards China

Location:

CHINA/RUSSIA

The process will determine the future status of the Russian economy and the effectiveness of the Western pushback. Beijing’s role in helping Russia to expand its links with China…

Ukraine war gives boost to South African export sector

Location:

SOUTH AFRICA

This comes as sanctions on Russia and disruptions to energy supplies are expanding markets for South Africa’s exports.

Weaker demand will aid gradual oil market rebalancing

Location:

INT

In a tight market, even small supply disruptions acquire heightened significance. Greater uncertainty, partly reflecting the ascendence of political over economic factors in the…

EU ban to hurt Russian oil products more than crude

Location:

RUSSIA

An EU ban on Russian refined oil and an accompanying price cap may do more immediate damage than earlier restrictions on crude, as petroleum products are more difficult to place…

Iran is approaching the limits of its oil expansion

Location:

IRAN

Iran’s increasingly skilled sanctions evasion (aided by less intense US enforcement) has made it the second-largest contributor to higher global oil output over the past year…

Indian economy will suffer reduced Iranian oil imports

Location:

INDIA/IRAN

Countries that do not comply risk secondary sanctions.