CITI'S TAKE Using the Citi Global Theme Machine, we analyse the dynamic attractiveness of 93 global themes mapped across nearly 5000 listed companies by 200+ Citi Fundamental Analysts. Last month we undertook our annual theme review and stock remapping in order to update the model: Global Theme Machine: Remapping Themes for 2025. If interested in the full dataset, please contact us – we will be very happy to discuss the data in greater depth. More details regarding the latest annual rebalance including Them ...

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What if the most trustworthy digital currency wasn't built in Silicon Valley. [Music] Deep in Central Asia, a bold experiment is unfolding. In a country where cash is still king.[Music] Okay. So, cash cash only cash only. They've launched something revolutionary.A goldbacked stable coin issued under government oversight. [Music] Can a small nation rewrite the rules of money. [Music] Gold, blockchain, central Asia.This isn't just another crypto project. It's a test case for the future of finance. ...

Summary of the BRICS+ Payments System Conference Call Industry Overview - The document discusses the evolving payments system among BRICS+ countries, focusing on the de-dollarization efforts and the development of independent payment infrastructures separate from US and Western systems [2][4][11]. Key Points and Arguments 1. **De-dollarization Debate**: The debate on the US dollar's reserve currency status is intensifying due to geopolitical fragmentation and the use of financial sanctions by the US and its allies [2][4]. 2. **BRICS+ Payment Sovereignty**: BRICS+ countries are pursuing 'payments sovereignty' by developing independent payment infrastructures, which are at various stages of discussion and implementation [4][11]. 3. **Challenges to Alternative Systems**: Geopolitical factors and divergent national objectives among emerging market countries pose significant challenges to establishing an alternative payments system, rather than technical barriers [4][8]. 4. **Multi-CBDC Platform**: The potential for a multi-Central Bank Digital Currency (CBDC) platform is highlighted, with several BRICS+ countries advancing their domestic digital payment infrastructures [4][9]. 5. **Role of Multilateral Institutions**: Institutions like the AIIB and NDB are seen as foundational for an alternative international financial system, although they currently lack sufficient liquidity support mechanisms [4][11]. 6. **SWIFT and CHIPS**: The document emphasizes the importance of SWIFT and CHIPS in the current global payments architecture, with the dollar accounting for nearly half of all SWIFT transactions [27][31]. 7. **BRICS+ Leaders Summit**: The upcoming BRICS+ leaders summit in Rio de Janeiro is expected to focus on trade, investment, and finance, but no major announcements regarding de-dollarization are anticipated [11][50]. Additional Important Content 1. **Historical Context**: BRICS countries have long opposed the existing international financial architecture, advocating for greater representation of emerging economies [6][38]. 2. **Geopolitical Dimensions**: The geopolitical landscape, particularly following Russia's invasion of Ukraine, has intensified discussions around reducing reliance on the dollar [40][41]. 3. **Future Initiatives**: Various proposals for de-dollarization are being discussed, including a BRICS common currency and cross-border payment initiatives, though many remain in the proposal stage [51][54]. 4. **Political Will**: The main hurdle to establishing an alternative payments architecture is political will, as diverging objectives within BRICS+ countries complicate consensus [9][40]. 5. **US Response**: The US has expressed concern over BRICS+ de-dollarization efforts, with former Treasury Secretary Janet Yellen emphasizing the importance of protecting the dollar [47][48]. This summary encapsulates the critical insights from the conference call regarding the BRICS+ payments system and the ongoing efforts towards de-dollarization, highlighting both the challenges and potential pathways forward.

This month we delve into the world of crypto. Now, when you think cryptocurrency, sub-Saharan Africa doesn't naturally come to mind. The region accounts for the world's smallest share, making up just 2.7% of transactions between July of 2023 and June of 2024.But momentum is growing when it comes to global adoption. Nigeria is second only to India. Ethiopia, Kenya and South Africa are also major players.And while crypto trading is still illegal in most African nations, and trading activities are closely moni ...

Asia Pacific Equity Research 25 June 2025 Expert call takeaways Stablecoin Series Part I - Lessons from existing players and ecosystem We believe the rollout of the Stablecoin Bill in Hong Kong represents a pivotal advancement in the region's digital finance landscape. We hosted an expert call to explore the fundamentals of the global stablecoin ecosystem, which offers some reference point for HK's stablecoin development. Below are our key takeaway and summary points from the expert call. Please note that t ...

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🇰🇿 LATEST: Kazakhstan plans to launch a state crypto-reserve managed by its central bank says National Bank Chairman Timur Suleimenov. https://t.co/Kc0CVQM2sL ...

South Korea’s central bank halted its digital currency testing project, telling participating banks it will temporarily pause discussions related to the initiative https://t.co/TuBn6SLXvo ...

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