KZT: Less support from state FX flows warrants attention
Implications of removal of mandatory FX revenue sales for Kazakhstan's quasi-sovereign corporates for the tenge
CIS-4 resilience to face tests in the second half of 2026
Our latest take on Armenia, Azerbaijan, Kazakhstan, Uzbekistan as tensions in the Middle East subside
CNY at a glance: tightening our forecast band for rest of 2026
Focus on stability caps USDCNY volatility, but fundamentals point to long-term appreciation
Our view on Armenia, Azerbaijan, Kazakhstan, Uzbekistan amid an upgrade in commodity prices
Review of the Kazakhstan central bank policy rate decision
CIS‑4 FX buoyed by inflows while CPI risks hit the rates outlook
CIS-4: new global scenarios further reshape the outlook
CNY at a glance: China's yuan moves into our bullish scenario
La siccità del Reno mostra perché il commercio deve adattarsi al clima che…
Ora la siccità rallenta l’economia tedesca
Eurozona, giù le vendite al dettaglio: i consumi restano il punto debole
Oil shock for Asia: identifying the key pressure points
CIS-4: Early implications of war in the Middle East
Asia’s outlook under higher oil prices
Dollar 2026 decline: more cyclical than structural
Tariff slapdown: What the markets say
Tariff strike down lifts equities, hurts Treasuries and the dollar
An upbeat start to the year for the CIS-4
Our view on how Armenia, Azerbaijan, Kazakhstan, Uzbekistan are performing so far this year
Dollar weighed down by better alternatives and intervention
Kazakhstan: base rate on hold, but risk of hikes remains
Denmark’s currency is starting to feel some Greenland effect
CNY at a glance: what next as the yuan moves below the critical 7.00 threshold?
Growth, FX stability and potential holiday reforms: 3 calls for China
Kazakhstan slows, Uzbekistan may surprise: 3 calls for CIS
