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Investor Presentaiton

Firm external position leading to less vulnerability to external shocks September 2019 Current and financial account balances, US$ bn CA as % of GDP (3.4)% 1.8% (1.4)% (2.2)% (3.4)% 7.4 5.0 2.6 1.6 Comments The trade balance deficit increased to 8.6% of GDP in 2018 relating to growing consumer and investment demand. The trend is largely supported by rising mineral resources and machinery imports • Import of mineral products grew by 15.6% (y-o-y) in H1 2019, while import of non-ferrous metals, as well as machinery and equipment increased by 15.2% and 8.7%, respectively Negative trade balance is offset by growing personal money remittances together with capital account inflows resulting into positive overall BoP of US$ 2.9bn in 2018 Private money remittances witnessed 20% (y-o-y) growth in 2018, thus solidifying Ukraine's external accounts Private money remittances, US$ bn (4.6) % of GDP 4.9% 7.6% 8.1% 8.3% 8.5% 11.1 9.3 23% 20% 7.5 6.5 7.0 7% 8% 2.9 1.8 (1.2) (1.3) (0.9) (1.6) (2.4) (4.5) (9.1) 2014 2015 2016 ■Current account balance 2017 2018 7m 2018 7m 2019 Financial account balance Ukraine's trade balance dynamics, US$ bn 65.4 59.1 53.9 47.9 46.0 33.2 36.1 (3.5%) (2.6%) 2.6 2.8 (6.9%) (7.7%) (38.7) (41.9) (50.2) (52.5) (8.6%) (24%) 2014 (62.5) 2015 2016 2017 2018 Q1 2018 Q1 2019 (70.0) 2014 (70.3) 2015 2016 2017 2018 7m 2018 7m 2019 Personal money remittances y-o-y growth, % Export of goods and services Import of goods and services Source State Statistics Service of Ukraine, NBU Trade balance (% of GDP) BA 10
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