OGResearch Macro Portal Newsletter -- July 2021
August 4, 2021
July forecast highlights:
Belarus
- The long-term implications of the recent political events (elections, plane hijacking) are serious
- Russia will remain the key source of financing
- Long-term growth outlook remains meager
Kazakhstan
- The recovery of the Kazakh economy will slow in 2021H2
- Inflation will remain high in the near term, driven by elevated demand and one-off shocks
- We remain skeptical about the long-term outlook
Forecast schedule:
July full updates:
Coming in August:
- Armenia - Aug 23
- Myanmar - Aug 23
- Uzbekistan (interim) - Aug 13