OGResearch Macro Portal Newsletter -- March 2020
April 1, 2020
March forecast highlights:
Ukraine
- Commitment to reforms seems to be fading
- Covid-19 shock has put pressure on the UAH and increased risk premium
- NBU will likely have to reverse recent policy easing
Uzbekistan
- Implementation of key reforms has been slow
- Growth set to decline in 2020-21 due to Covid-19 and reforms
- Credit growth and price deregulations will keep inflation elevated
Forecast schedule:
March full updates:
Coming in April:
- Belarus - Apr 20
- Georgia - Apr 20
- Moldova - Apr 6
