Mozambique
Mozambique exits FATF grey list
FATF delisting cuts compliance drag on payments and trade finance, complementing LNG restart dynamics. Track correspondent-bank line renewals. (CL=F, DXY)
Kelvin Peter Msangi
Kelvin Peter Msangi is a Tanzanian finance and economics researcher known for data-driven analysis on fiscal policy, markets, and economic reform. His work has been featured in leading publications across East Africa and other regions.
Zambia
Kwacha lift narrows risk premia
Kwacha strength eases inflation and curves, but breadth of FX supply and power-sector reform will decide durability. Copper remains the hinge. (HG=F, DXY)
Senegal
Senegal’s labor math tightens
A 5% growth lane won’t absorb new workers unless policy lowers capital costs and raises productivity via targeted reforms. Watch SME credit and power losses. (MSCI, XAUUSD)
Senegal
Dakar seeks a clean IMF reset
Talks in Dakar aim to lock a credible IMF track and rebuild buffers as subsidy reform meets tight funding conditions. Watch the primary balance and prior actions. (DXY, CL=F)
Uganda
Exports and Tight Policy Power UGX Gains
Uganda’s shilling rises 4.3 % y/y on robust coffee (KC=F) and cocoa (CC=F) exports; high local yields and disciplined auctions lift reserves to US$4.9 billion despite firm DXY. (KC=F, DXY)
Tanzania
Tanzania Balances Inflation and Reserve Risk
Bank of Tanzania injects US$15 m into FX market to stabilise liquidity as shilling trades near TSh 2,471/USD; intervention mirrors regional tightening while CL=F and DXY stay firm.
Japan
Japan’s carbon system shifts from pilots to price
Japan’s AZEC push advances GX-ETS compliance as core CPI prints 2.9% and 10-year JGBs ~1.67%. Watch ^N225 earnings sensitivity, JPY=X terms of trade, and CL=F versus BZ=F as carbon pricing reorders merit and capital allocation across power and industry.
Australia
Australian gold and silver retreat after rally
Gold (XAUUSD) drops 6% and silver (XAGUSD) 13% as AU10Y yields ease to 4.31%; NCM.AX and EVN.AX slide amid ETF outflows and 21% volatility spike, signalling a retail-driven correction and liquidity reset across Australia’s bullion market.
China
China’s Macro Expansion Remains Policy Calibrated
China’s Jan–Sep GDP up 5.2%, industrial output 6.5%, retail sales 3.0%; CGB 10Y at 2.65% and USDCNY near 7.09 as SHCOMP steadies. Markets track SHCOMP and USDCNY for growth momentum and policy risk calibration.
India
Tripura industries benefit from GST-driven margin expansion
India’s GST cut in Tripura trims tax to 5% from 12‑18% for handloom textiles, tea and agro‑processing, boosting margins for local sectors and attracting capital flows as consumer chains and export volumes respond; L&T‑India index may reflect regional uplift.
Association of South Asian Nations (ASEAN)
ASEAN Bloc Tightens Leverage with Trade Overhaul
ASEAN’s ATIGA reform targets 24% intra-bloc trade by 2026; FTSE:AAFD and POS.MY gain on integration momentum, while MYR=X and SGD=X stability underscores investor confidence and regional policy coherence.
Indonesia
Indonesia gold prices fall on rupiah appreciation
Indonesia’s gold prices slid to IDR 2,541,000/gram as the rupiah (IDR=X) firmed to 15,700 and XAUUSD fell near $2,085/oz; EIDO inflows and steady 10‑year yields at 6.8% highlight rotation from bullion hedges toward domestic financial assets.