Page 2 - RUSRptSept18

Table of contents
Russia
1.0 Executive summary
2.0 Politics
2.1 US Treasury postpones sanctions on Deripaska again
2.2 Kudrin to get more anti-corruption powers for Audit Chamber 2.3 Russian growth stymied by crisis in confidence
2.4 What impact would sanctions on Russian sovereign debt have? 2.5 The case of the missing $46bn of Russia’s T Bill holding
2.6 Russia’s CBR closing 100 banks a year
2.7 Putin’s good cop softens the pension reform
2.8 Oligarchs sign up to RUB300bn of special investments
2.9 World Cup brings no relief for Watcom Shopping Index
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
6.1.1 Budget dynamics - specific issues...
6.2 Debt
7.0 FX
2 RUSSIA Country Report September 2018
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