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Russia Holds Key Rate at 21% Amid Surging Inflation

The Bank of Russia unexpectedly maintained its key interest rate at a record-high  21% , defying analysts’ expectations of another significant hike as inflation remains stubbornly elevated. The decision marks a shift toward a more measured approach in balancing economic growth and price stability. Key Details Inflation Concerns: Annual inflation climbed to  8.9%  in November, well above the central bank’s  4% target , with inflation expectations reaching  13.9%  in December. Policy Rationale: The central bank cited the significant tightening of monetary conditions after October’s  200-basis point hike  as sufficient to resume disinflationary processes. Governor Elvira Nabiullina emphasized avoiding both economic overheating and severe slowdowns. Economic Overheating: Elevated government spending on the war in Ukraine and social programs, coupled with labor shortages and rising wages, have fueled strong domestic demand, exacerbating price pressures...
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DiDi to Become Second-Largest Shareholder in NavInfo Subsidiary AutoAi

Chinese ride-hailing giant DiDi Global is set to become the second-largest shareholder of AutoAi, a subsidiary of state-backed mapping firm NavInfo. DiDi will exchange cash and its smart driving and cockpit unit for a 16.5% stake in AutoAi, while NavInfo will remain the largest shareholder with 27%. The deal, valued at 450 million yuan (approximately US$62 million), allows DiDi to significantly reduce its involvement in the highly competitive electric vehicle (EV) manufacturing sector.

Key Takeaways:

  1. Strategic Stake in AutoAi: DiDi Global will acquire a 16.5% stake in AutoAi, a subsidiary of NavInfo focused on intelligent cockpit technology, by contributing its smart driving unit and additional cash.

  2. Shift Away from EV Manufacturing: The move aligns with DiDi's strategy to pull back from the fiercely competitive EV market, following the sale of its EV development business to Xpeng in 2023.

  3. Valuation and Shareholding Structure: The deal values DiDi's subsidiary at 450 million yuan, solidifying NavInfo as the largest shareholder with 27%, while DiDi becomes the second-largest at 16.5%.

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