Page 2 - UKRRptNov18
P. 2

Table of contents
Ukraine
1.0 Executive summary
2.0 Politics
2.1 A new IMF deal on the cards
2.2 Kremlin imposes sanctions on Ukraine, hopes to sway oligarchs
2.3 Following $2bn Eurobond placement in October, Ukraine funding needs covered until 1H19 2.4 Ukraine moves up five places in World Bank Doing Business survey
2.5 Politics - misc
2.3 Polls & Sociology
3.0 Macro Economy
3.1 Macroeconomic overview 3.2 Macro outlook
4.0 Real Economy
4.1 Industrial production 4.2 Inflation
4.2.1 CPI dynamics 4.3 Fixed investment 4.4 Labour and income
4.4.1 Labour market, unemployment dynamics 4.4.2 Nominal wages dynamics
4.4.3 Retail sector dynamics
5.0 External Sector & Trade
Source: SP Advisors
5.1 External sector overview
5.2 Balance of payments, current account
5.2.1 Import/export dynamics
5.2.2 Gross international reserves 5.3 FDI
6.0 Public Sector
6.1 Budget
6.1.1 Budget dynamics - specific issues... 6.1.2 Budget dynamics - funding & privatization
6.2 Debt
7.0 FX
8.0 Financial & capital markets
8.1 Bank sector overview 8.1.1 Earnings
8.1.2 NPLs
8.1.3 Banks specific issues 8.1.4 Bank news
8.2 Central Bank policy rate 8.3 Stock market
2  UKRAINE Country Report   November 2018
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