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.
Thailand
Thailand launches THB 239 m franchise loan plan to spur SME credit as TISCO.BK and BAY.BK monitor NPL trends; mai.BK lags SET amid weak earnings while soft loans test job creation and credit recovery through 2026.
Brazil
Brazil’s tax revenue rose 2.7% y/y in real terms through September, undershooting fiscal rule needs. With debt at 77.2% of GDP, TNF=F yields at 11.4%, and BRL=X under depreciation pressure, markets are pricing in consolidation risks ahead of 2026 targets.
Colombia
Colombia’s economy grew 1.98% y/y in August 2025 with 5.1% inflation. The current-account deficit widened to 2.5% of GDP, COP=X depreciated nearly 6% since July, and TES 2028 yields remain near 10.2%, reflecting fiscal and external pressures.
United States
CARB’s 2025 session reshapes pricing for CCF=ICE and CAGB as California targets 40% renewables and 38% ZEV sales; regulatory clarity stabilises ICLN and utility names like PCG, while execution slippage could widen spreads and raise transition volatility.
Korea
BOK keeps rate at 2.50% as Seoul housing curbs expand; KRW= slips to ₩1,434.70, ^KS11 flat, and CL=F near $65. Inflation near 2% and debt above 100% of GDP keep easing limited while policymakers balance property risk and currency stability.
Sri Lanka
Sri Lanka targets 50% SME e-commerce and 5.5% digital GDP by 2027 as SLBUSD=BG yields stay near 11% and reserves hold at USD 3.7bn, setting measurable reforms on broadband, FDI inflows, and fiscal resilience to anchor digital-led recovery.
Japan
JP10Y=RR at 1.05% and JPYUSD=X at 153.4 reflect BoJ liquidity recalibration, with procurement changes tightening domestic funding and prompting global investors to adjust duration, FX hedges, and portfolio allocations amid rising inflation pressures.
Bangladesh
Bangladesh’s 91-, 182-, and 364-day T-bills yield 9.27–9.35%, reflecting improved liquidity. As CL=F remains soft and BDT=X stabilizes, market focus shifts to whether sub-10% yields and steady policy support lasting credit expansion.
Sri Lanka
Hayleys’ 100-store supermarket expansion tests Sri Lanka’s consumer demand and logistics depth as inflation cools, the rupee (LKR=X) steadies, and global commodity prices (CL=F) shape margin dynamics and market re-rating potential.
India
India’s Berlin visit targets supply-chain localization and export growth; monitor deal flow via GDAXI and INDA, currency risk through EURUSD=X and USDINR=X, and narrowing of the goods gap by USD 2 billion by FY26 if execution delivers.
United Arab Emirates (UAE)
UAE advances Emirates Post privatisation with non-oil GDP growth near 4.8%; DFMGI and ARMX capture reform sentiment, while CL=F oil benchmarks and EMB spreads reflect global risk and fiscal positioning.
Vietnam
Vietnam’s 2025 policy framework compresses risk premiums as VNM and EEM allocations rise; with VND=X steady at 24,800 and bond yields at 4.6%, global investors track FDI and social spending against debt and inflation targets.