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Significance

The war in Ukraine has driven large movements of people and capital into Armenia's small economy, fuelling double-digit GDP growth in 2022. Trade with Russia has boomed as supply chains are reshaped under the impact of sanctions.

Impacts

Strong economic performance has boosted Armenia's fiscal position but spending restraint will prevail due to inflation concerns.

Foreign investment is more stable but the rapid growth of non-resident banking deposits raises financial vulnerability.

The pressure on housing markets brought by Russian arrivals is creating some local discontent.

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