OGResearch Macro Portal Newsletter -- January 2025

 

January 8, 2025

Moldova

  • Despite the current challenges, outlook for Moldova is cautiously optimistic, supported by EU accession funds
  • Inflation will be broadly stable, with a temporary spike in 2025 due to energy price adjustments
  • Significant foreign inflows will mitigate currency risks

Mozambique

  • Post-election turmoil weakened economic activity and undermined investor confidence
  • Disruptions from protests and weak harvest will revert the disinflation trend in the coming months
  • Metical will begin depreciating in 2025 as the BoM addresses the misalignment of the real exchange rate

Read the forecasts in details on our Macro Portal.

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Forecast updates in January:

  • Armenia
  • Azerbaijan
  • Uzbekistan