Samsung’s memory profit surge: what the preliminary record explains
Samsung’s preliminary third-quarter result reflects a strong memory cycle. Estimates, reported results and industry revenue need distinct comparisons.
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A Benign Consensus, Four Dislocations: Why the 2026 Global Outlook Is More Fragile Than It Looks
Consensus forecasts for 2026 look benign — less tariff uncertainty, global fiscal and monetary easing, lower oil — but a My Say column in The Edge Malaysia of December 8, 2025 argues they ar
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A Quarter Down in a Year: Minpromtorg Puts Russia's 2025 New-Vehicle Market at 1.3–1.4 Million Units After a 24.6% Nine-Month Slide
Russia's market for new vehicles is set to close 2025 about a quarter below 2024: on October 14, 2025 the Ministry of Industry and Trade expected full-year sales of 1.3–1.4 million units aft
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A Record 26% of China's Listed Firms Are Expected to Post 2025 Net Losses: What the Red-Ink Share Says About Property, Consumption and the 2026 Deflation Forecast
A record 26% of China's listed firms are expected to report a net loss for 2025, a survey-based estimate reported by Semafor via Yahoo Finance on March 3, 2026, which traces the red ink to a
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A Two-Thirds Climb and a 17-Percent Ceiling: Testing the Internal Consistency of Russia's 2030 Non-Resource Targets
Putin's 2030 targets — non-resource exports +2/3, imports ≤17% of GDP, manufacturing GVA +40%, investment +70% — tested as one self-constraining system.
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AI equipment finance and the obligations behind an SPV
AI equipment finance and the obligations behind an SPV
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Aeroflot CEO Expects Slight 2025 Traffic Decrease for Russian Airlines as Foreign Carriers Grow 10%-20%
At EEF-2025 Aeroflot's CEO expects a slight 2025 traffic decrease for Russian airlines while foreign carriers grow 10%-20%; 7M traffic fell 1.7% to 62.1 mln
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Bank Negara Malaysia Holds OPR at 3% at Final 2024 Meeting, Sees US Election Adding Ringgit Volatility
BNM held the OPR at 3% on Nov 6, 2024 at its sixth and final 2024 MPC meeting; the ringgit stays externally driven, and the US election may add volatility
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Bank of Japan Raises Policy Rate to 1.25%, the Highest Level Since 1995, in a 7-2 Vote
BOJ raised the policy rate to 1.25% from 1% on Sept 18, 2026, the highest since 1995; the 7-2 vote and mixed signals leave the next move open
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Bank of Japan Scraps the World's Last Negative Rates in First Hike in 17 Years, Lifting the Rate to 0% to 0.1%
On March 19, 2024 the BOJ scrapped the world's last negative rate policy, lifting the short-term rate to 0-0.1% from -0.1% in its first hike in 17 years
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Bank of Korea Makes Surprise Rate Cut to 3.00% at Second Straight Easing Meeting and Lowers Growth Outlooks
BOK cut the base rate 25 bp to 3.00% on Nov 28, 2024, a surprise second straight cut, and lowered growth forecasts to 2.2% for 2024 and 1.9% for 2025
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Bank of Russia Cuts Key Rate by 100 Basis Points to 20% Per Annum
On June 6, 2025 the Bank of Russia cut the key rate by 100 bp to 20% per annum, the first reduction since September 2022; most analysts had expected a hold
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Bank of Russia Cuts Key Rate by 200 Basis Points to 18% Per Annum
The Bank of Russia cut the key rate by 200 bp to 18% on July 25, 2025, the second step of the easing cycle, as inflation pressure eases faster than forecast
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Bank of Russia Defies Market Consensus and Holds Key Rate at 21% on December 20, 2024
On Dec 20, 2024 the Bank of Russia held the key rate at 21% although most analysts priced a hike to 23%; the rate question returns on Feb 14, 2025
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Bank of Russia Financial Stability Review: Most Companies to Stay Solvent in 2026 as Lending Slows, Mortgage Arrears Reach 0.9% and Capital Adequacy Holds at 13.0%
In its Financial Stability Review for Q4 2024 - Q1 2025, commented on by Interfax on June 1, 2025, the Bank of Russia expects the majority of Russian companies to remain financially stable a
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DOM.RF Forecasts About 20% Growth in Russian Mortgage Lending for 2026
DOM.RF sees 2026 mortgage lending growing about 20% if the central bank's baseline forecast holds: 4.8-4.9 trillion rubles, possibly up to 5 trillion
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Economists Read Malaysia's June 2024 Export Slowdown as a Base-Effect Wobble Inside the Semiconductor Upcycle
June 2024 exports grew 1.7% to RM126.05 bn, missing consensus; RHB, UOB and MIDF see a base-effect wobble inside the E&E upcycle, with imports leading
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Eighty-Four Percent: What Russia's Geographic Reorientation of Non-Commodity Exports Means for Resilience and the 2030 Growth Math
Friendly-country share 60.5% to 84%, volumes $194.2bn to $146.3bn: what destination concentration means for resilience and the 2030 two-thirds target math.
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FDI Pledges to South Korea Hit Record US$34.5 Billion in 2024 While Arrivals Fall 24.2%
South Korea's 2024 FDI pledges hit a record US$34.5 bn, up 5.7%, while actual arrivals fell 24.2% to US$14.7 bn; manufacturing and chips led the growth
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Finance Ministry Places OFZ Worth 1 Trillion Rubles in Historic Single-Auction Record
On December 4, 2024 the Finance Ministry placed OFZ-PK 29026 worth 1 trillion rubles against demand of 1.589 trillion — a record single auction
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Finance Ministry Places OFZ Worth 505.5 Billion Rubles in Q2 2024, Raises Q3 Plan to 1.5 Trillion
In Q2 2024 Russia's Finance Ministry placed OFZ worth 505.5 billion rubles, 50.55% of the plan; demand shifted to floaters, Q3 plan raised to 1.5 trillion
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Freight Loading on the Russian Railways Network Falls 4.4% in January–November 2024
Freight loading on the Russian Railways network totalled 1.0821 bn tonnes in Jan–Nov 2024 (−4.4%); cargo turnover fell 5.2% to 2,301.4 bn tariff tonne-km
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From +14.8% to +4.9% in Four Quarters: Russia's 2024 Capital Investment Grew 7.4% to 39.533 Trillion Rubles as the Cycle Faded Toward a Forecast Reversal
Russia's 2024 capital investment grew 7.4% to 39.533 trillion rubles, fading quarterly from +14.8% to +4.9%; the ministry sees +1.7% in 2025 and a 2026 minus
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Growth With a Lowered Bar: Russia's Non-Commodity Exports Rise 3% in H1 2026 as the Annual Target Slips 5%
Russia's non-commodity, non-energy exports rose 3% to $58.8 bln in H1 2026, yet the 2026 target of $155.25 bln sits 5% below 2025's $163.7 bln result.
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Hanwha Ocean's Philly Shipyard: The Maintenance-and-Capacity Pipeline Behind MASGA
A day after his White House summit with Donald Trump, South Korean President Lee Jae Myung attended the christening of the NSMV State of Maine at Hanwha Philly Shipyard — the first US yard b
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Investment Review 2024: Malaysia's E&E Sector Absorbs Intel's US$7 Billion and Infineon's RM25 Billion as Exports Climb to RM491 Billion in Ten Months
Malaysia's electrical and electronics sector closed 2024 with Intel's US$7 billion (RM31.3 billion) advanced packaging commitment in Penang and Infineon's RM25 billion fab expansion on top o
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Japan's Inbound Paradox: Fewer Visitors, Record Spend per Head — Can ¥244,457 Carry the 60-Million Target?
Japan received 21.08 million foreign travellers in January–June 2026, down 2% year on year, yet April–June inbound spending held at ¥2.5 trillion (+0.2%) and spend per visitor set a quarterl
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Japan's Record 1.004 Trillion Yen in Overseas Remittances: Reading the Fiscal 2025 Flow as a Mirror of the Foreign-Workforce Expansion
Overseas remittances from Japan reached a record 1.004 trillion yen, about $6.2 billion, in fiscal 2025, up 11.5% year on year, with Vietnam receiving nearly 30% of the total and Indonesia t
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Japan's Record 2025: 42.7 Million Inbound Visitors and ¥9.5 Trillion Spent on a Weak Yen — Until December Tested the Model
Japan closed 2025 with a record 42.7 million inbound visitors, up 15.8% on 2024's 36.9 million and the first year above 40 million, and record inbound spending of ¥9.5 trillion (about US$60
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Kamaz’s Mali agreement
Trucks, workshops and the manufacturer’s production history.
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Lukoil Begins Industrial Development of the Komandirshorskaya Group of Fields in the Nenets Autonomous District
Lukoil began industrial development of the Komandirshorskaya fields in the Nenets Autonomous District after commissioning the Komandirshor OPU (800,000+ t/yr)
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Malaysia's 2025 Market Year in Review: the 'T&A' Shock, Ten of Thirteen Bursa Sectors in the Red, and the Four Questions That Will Drive 2026
The Edge Malaysia's year-end review frames 2025 as the year of 'T&A' — Trump, tariffs and tech with the AI boom on top — in which US equities rode the artificial-intelligence rally while Mal
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Malaysia's Budget 2027 Preview: RM438.9 Billion of Expansionary Spending, a RM40 Billion Fuel Subsidy Shock and the 3% Deficit Target for 2028
Ahead of Prime Minister Anwar Ibrahim tabling Budget 2027 on October 9, 2026, the pre-budget roundtable reported by The Edge Malaysia on September 26, 2026 frames a fiscal consolidation that
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Malaysia's E&E Export Forecast Raised Above RM900 Billion as a 44% Technology Surge Rewrites the 2026 Trajectory
MSIA president Wong Siew Hai, a 27-year Intel veteran, raised Malaysia's 2026 E&E export forecast to more than RM900 billion (US$223 billion) from RM800 billion after technology exports jump
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Malaysia's Economy Grows 5.3% in the Third Quarter of 2024, Keeping the Full Year on Course for 4.8%–5.3%
Malaysia's GDP grew 5.3% y-o-y in 3Q2024 (2Q2024: 5.9%) on strong investment and exports; the full year stays on course for the official 4.8%-5.3% range
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Malaysia's GDP Grows 6.0% in the Second Quarter of 2026 as the Full Year Tracks Around 5%
Malaysia's GDP grew 6.0% y-o-y in 2Q2026, beating the 5.8% advance; after three quarters of outperformance, full-year 2026 tracks around 5%, top of 4%-5%
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Malaysia's GDP Grows 6.3% in the Fourth Quarter of 2025 as the Full Year Reaches 5.2%, the Highest Since 2022
Malaysia's GDP grew 6.3% y-o-y in the fourth quarter of 2025; the full year reached 5.2%, above the 4.0%-4.8% forecast and the highest since 2022
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Malaysia's RM2.16 Trillion Trade Surge: A Doubled Surplus, a Broadening Market Map and the Durability Question
Jan-Jul 2026 trade hit RM2.16 trln (+24.7%), surplus +138.7% to RM170.5 bn; we test how durable export-led momentum is and where concentration risk sits
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Moving Up the E&E Value Chain: Malaysia's Five-to-Eight-Year Window, a 97.6% FDI Skew and the National Semiconductor Strategy
Malaysia is the sixth-largest exporter of electronics and semiconductors with 7% of global semiconductor trade flows and 13% of back-end operations, yet 97.6% of its RM262.7 bn E&E investmen
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National Wealth Fund Liquid Assets Fall to Record-Low 32.1% at Start of 2025
Liquid assets of Russia's National Wealth Fund fell 24% in 2024 to 3.81 trillion rubles, a record-low 32.1% of the fund, the Accounts Chamber assessed
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National Wealth Fund shrank by 1.22 trillion rubles in December as gold and yuan covered the budget deficit
Russia's National Wealth Fund fell to 11.88 trillion rubles on January 1, 2025: in December it sold 55.49 billion yuan and 58.96 tonnes of gold for the deficit
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OFAC Extends the License for the Sale of Lukoil's Foreign Assets Until October 22, 2026
OFAC extended until October 22, 2026 the license for talks on the sale of Lukoil's foreign assets; transactions require separate approval
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Rapidus at the Halfway Mark: Why One Fab's Walls Became Japan's Industrial-Policy Test
As of mid-September 2024, Rapidus's IIM fab near New Chitose Airport in Chitose, Hokkaido, was more than 50% complete, less than six months before the start of its cutting-edge prototype lin
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Real Disposable Incomes in Russia Grew 9.4% in Q3 and 8.6% in Nine Months of 2024, Outrunning the 7.1% Forecast: the Trajectory, Its Drivers and Its Durability
Russia's real disposable incomes rose 9.4% in Q3 and 8.6% in nine months of 2024, above the 7.1% forecast; the year closed at +8.4% with real wages +8.7%.
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Record 2.3 Million Foreign Workers in Japan: Why the Record Coexists With a Deepening Labour Gap, and What 6.88 Million by 2040 Implies
Japan counted a record 2.3 million foreign workers in October 2024, up 12.4% year on year, and a record 342,000 businesses employing at least one of them, up 7.3% — in a labour market with u
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Record-Low Unemployment in Russia: 2.4% in 2024 After 3.2% in 2023, and the Structural Risks Hidden Behind the Historic Minimum
Unemployment in Russia fell to 3.2% for 2023 and reached a historic minimum of 2.4% in June 2024, holding there in July with 1.9 million unemployed against a labour force of 76.3 million and
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Russia to Cut Oil Output to 8.979 Million bpd in June 2024 Under OPEC+ Obligations
Russia's June 2024 OPEC+ target is 8.979 mln bpd, equal to Saudi Arabia's quota; April overproduction of 192,000 bpd implies ~87,000 bpd compensation
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Russia's 20 Million Tonne Grain Export Quota Takes Effect on February 15, 2026
Russia's 20 mln t grain export quota took effect on February 15, 2026 for wheat, meslin, barley and corn outside the EAEU; most went to 213 companies
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Russia's 2024 Consumer Boom as the Entry Ticket to 2025: How a 2.3% Unemployment Rate and 18.0% Wage Growth Turned the Labour Shortage Into a Demand Factor
Vedomosti's year-end review of December 26, 2024 reads 2024 as a chain: unemployment at 2.3% in October 2024, wages up 18.0% over January–September 2024, real disposable incomes up 8.2% and
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Russia's 2025 Deficit Path: Three Revisions, One Revenue Line, and the Arithmetic From 1.173 to 5.737 Trillion Rubles
Autumn amendments raised Russia's 2025 deficit target by 1.944 trillion rubles to 5.737 trillion (2.6% of GDP), cutting the revenue estimate by the same amount, to 36.562 trillion; this anal
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Russia's 2026 Trade-Balance Turnaround: Four Checkpoints, a 1.3-Point Export Lead, and the Arithmetic From −36% to +19.7%
Russia's goods surplus for January–July 2026 reached $79.0 billion, up 19.7% on $66.0 billion a year earlier, on exports of $271.8 billion (+16.3%) against imports of $192.8 billion (+15.0%)
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Russia's 2026-2028 Budget Plan: Four Lines, One Decelerating Engine, and the Baseline Dip That Decides the Middle Year
The draft federal budget for 2026-2028, considered at a government meeting and reported by Interfax on September 24, 2025, plans non-oil-and-gas revenue of 31.365, 33.86 and 36.165 trillion
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Russia's 24 Million Tonne Grain Export Quota Takes Effect on February 15, 2024 With a Primary and Supplementary Split
Russia's 24 mln t grain export quota took effect on February 15, 2024 outside the EAEU; primary part went to 261 companies, a 4 mln t addition proposed
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Russia's Domestic Tourism Heads for a Record 97 Million Trips in 2025
Russia's domestic tourism heads for a record ~97 million trips in 2025, up 5.84%, but growth slows from 16% a year earlier, the RST union says.
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Russia's E-Commerce in 2024: 10.7 Trillion Rubles, 7.4 Billion Orders and the Economics of a Slowing, Concentrated Market
Data Insight forecasts Russia's 2024 e-commerce turnover at 10.7 trillion rubles (+36%) and 7.4 billion orders (+43%) — growth decelerating against 2023's +48% and +80% while concentration h
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Russia's Grain Autumn of 2024: How a 130-Million-Tonne Harvest and a 10–18-Million-Tonne Shortfall Redraw the World Wheat Balance
Russia's 2024 grain harvest is forecast at 130 million tonnes against 147.9 million in 2023; this analysis traces how the 10–18-million-tonne shortfall redistributes the world balance, why t
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Russia's Grain Harvest Reaches 113.5 Million Tonnes by September 8, 2026, Well Above Last Year
Russia has harvested 113.5 mln t of grain by September 8, 2026, well above last year; Deputy PM Dmitry Patrushev outlined a support package incl. rail subsidies
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Russia's Inbound Tourism Grows 12% to About 5 Million Visitors in 2025
Inbound tourism to Russia reached about 5 million visits in 2025, up 12%, with January–February 2026 at +37%; the 2030 target is 16 million, the ministry says.
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Russia's Industrial Production Growth Slows to 0.4% in July 2026
Russia's industrial output rose 0.4% year on year in July 2026 after 0.7% in June; January–July growth was 0.1%, Rosstat data published by PRIME show
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Russia's Machine Tool Output Rose 21.5% in January–April 2024: What Stands Behind the Growth
Russia produced 18.6 thousand machine tools in January–April 2024, up 21.5% year on year across 43 product types, an ISIEZ HSE report shows
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Russia's Machine Tools as a Technological Sovereignty Project: From 2.5-Fold Growth to the 60% Target of 2030
Russia's machine-tool output grew over 2.5-fold in four years; 2030 goals of a 60% domestic share and doubled output ride on a compensated-discount bridge
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Russia's Mortgage Market Braces for Two Years of Compression: VTB Sees 2024 Issuance Down 35% to About 5 Trillion Rubles and 2025 Down at Least 20%
At the "Russia Calling!" forum on December 4, 2024, VTB forecast Russian mortgage issuance of about 5 trillion rubles in 2024 (down about 35%) and about 4 trillion rubles in 2025 (at least m
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Russia's Non-Resource, Non-Energy Exports Grow 6% to $111.4 Billion in Nine Months of 2025
Russia's non-resource, non-energy exports rose 6% to $111.4 bln in 9M 2025: $85.4 bln industrial, $26 bln farm; copper +87% in 7M; 2025 target $149.2 bln
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Russia's November 2025 Inflation Came In at 0.42%, With the Annual Rate Slowing to 6.64% — Below Market Expectations
Rosstat reported November 2025 inflation in Russia at 0.42% after 0.50% in October; the annual rate slowed to 6.64% from 7.71%, below the 6.74% consensus
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Russia's Preliminary 2024 Grain Harvest Totals 128 Million Tonnes, the Fifth-Best Result in History
Oksana Lut: Russia's preliminary 2024 grain harvest reached 128 mln t, the fifth-best result in history; final data were expected at around 130 mln t
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Russia's Reserve Record Was Written by the Gold Price: Why the Share Matters More Than the Headline
Russia's reserves hit a record $754.9 bn in December 2025, but gold revaluation — not buying — drove the 43.3% share, highest since March 1995.
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Russia's Retail Trade Grew 2.6% in 2025: The End of the Consumer Boom and the Arithmetic of a +2-3% Market
Russia's 2025 retail turnover reached 61.315 trillion rubles, +2.6%; December added 6.1332 trillion (+3.9%) as non-food outpaced food - a baseline-regime read.
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Russia's Retail Turnover Will Top 60 Trillion Rubles in 2025 for the First Time, but Real Growth Is Only 2.4%
Russia's retail turnover will top 60 trln rubles in 2025, but Jan-Oct real growth is just +2.4% vs +10.2% nominal as the Economy Ministry cuts forecasts.
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