Page 2 - RusRPTAug20
P. 2
Table of contents
1.0 Executive summary
2.0 Politics
2.1 Evidence of massive vote rigging in the referendum on constitutional changes emerged 2.2 Bond investors unphased by Putin’s extended rule
2.3 Urals premium price to Brent mean Russian companies lose money
2.4 China’s gas consumption set to double by 2035.
2.5 Russia’s Watcom Shopping Index regains three quarters of ground lost to coronacrisis 2.6 Russian business and consumer confidence
2.7 Putin & government’s popularity
2.8 Politics - misc
2.9 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
4.2.2 PPI dynamics
4.3 Industrial sectors and trade
4.3.1 Producers PMI
4.3.2 Corporate profits dynamics, M&A 4.4 Fixed investment
4.5 Labour and income
4.5.1 Labour market, unemployment dynamics 4.5.2 Income dynamics
4.5.3 Retail sector dynamics
5.0 External Sector & Trade
5.1 External sector overview
5.2 Balance of payments, current account
5.2.1 Import/export dynamics 5.2.2 Current account dynamics 5.2.3 Capital flight dynamics 5.2.4 Gross international reserves
5.3 FDI
6.0 Public Sector
6.1 Budget
6.1.1 Budget dynamics - results
6.2 Debt
7.0 FX
7.1 FX issues
8.0 Financial & capital markets
2 RUSSIA Country Report August 2020
www.intellinews.com
