Page 2 - RusRPTSept19

Table of contents
Russia
Country Report September 2019 Table of contents
1.0 Executive summary
2.0 Politics
2.1 Russia’s true FDI numbers
2.2 Shrinking share of USD in Russia’s trade
2.3 Competition hot to build Russian atomic icebreakers
2.4 Gazprom to hold second SPO
2.5 Time to worry about Russia’s household credit boom?
2.6 Rating agency Fitch upgrades Russia’s rating, returning it to 2014 levels 2.7 15% of Russians left in the middle class
2.8 FSB releases labour migrant data for first time in 20yrs
2.9 Watcom: summer rains drive shoppers indoors
2.10 Russian business and consumer confidence
2.11 Putin & government’s popularity
2.12 Politics - misc
2.13 Polls & Sociology
3.0 Macro Economy
3.1 Macroeconomic overview
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 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
2 RUSSIA Country Report September 2019
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