Page 3 - RusRPTJul23

Table of contents
1.0 Executive summary 2.0 Politics
2.1 Record breaking Russian grain exports expected in 2023
2.2 Indonesia unveils a controversial peace plan for Ukraine
2.3 Yandex keeps its New York listing
2.4 Russia sends more oil to Asia than Europe in 2022 for the first time ever 2.5 Top 100 foreign companies still in Russia see profits up by half to $13bn 2.6 Gold back in fashion
2.7 Russian exports of oil to India set fresh high in May
2.8 Western sanctions drive Russians to switch brands
2.9 Russian hard discounter Svetofor rolls out EU stores
2.10 Putin decree allows for nationalisation of “naughty” western companies 2.11 China’s Aliexpress becomes only e-commerce site to lose sellers
2.12 Russia’s economy is enjoying a military-driven Keynesian bump 2.13 Kremlin fully financed Wagner PMC
2.14 Russian business and consumer confidence
2.15 Putin & government’s popularity
2.16 Politics - misc
● International Politics
● Domestic Politics ● War
● Weapons
2.17 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 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
3 RUSSIA Country Report July 2023
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