Auto-translation used

The exchange rate of 600 tenge is our future by 2027! Unless radical reforms are adopted.

Today, each of us, looking at the board of the exchange office, feels deceived. Our country is one of the richest in the world in terms of resources. We sell billions of dollars more than we buy. But our national currency is weaker than ever. This is not an economic paradox. This is a diagnosis. A diagnosis of the system that is working against us.

Before treating, you need to understand the cause of the disease. The reason is simple, and it's in numbers.

The latest available data from the National Bank of the Republic of Kazakhstan.

  • What we have earned (2023): The trade surplus amounted to +17.6 billion US dollars. This is the country's net income from the sale of goods.
  • What was taken away from us (2023): The deficit in the balance of primary income (mainly the export of profits by foreign investors) amounted to -26.6 billion US dollars.

Bottom line: We have earned 17.6 billion, and we have withdrawn 26.6 billion from the country. The net loss for the country is $9 billion per year. Our economy is a strong athlete with an open arterial wound. Until we close it, we will lose strength, no matter how much we earn.

Stop being a donor to other people's economies. It's time to announce a national economic mobilization. The plan consists of three consecutive, decisive stages.

You can't fight a war on two fronts. Before dealing with external problems, we must suppress the "fifth column" inside — the speculative market that devours the stability of our currency.

Action (immediate): Elimination of all exchange offices as a class. A complete and definitive transition to a digital, transactional conversion model. Currency should become a means of payment, not a commodity for speculation. This is not a restriction, but a restoration of order.

Calculation of the effect:

  • Currently: The Exchange Rate Is 530 KZT/USD.
  • Action: Elimination of speculative demand (estimated at $0.9-1.0 billion/month).
  • The result after 3 months: The balance in the market is changing dramatically. The exchange rate is strengthening to ~450 KZT/USD.

This will not just strengthen the tenge. This will break the psychology of eternal devaluation. This will show the leadership's will and will become the foundation for the next stage.

We are not going to "dekulakize" anyone. We offer our foreign partners to move from the colonial model of the 90s to a modern, mutually beneficial partnership. A strong and stable Kazakhstan is the best guarantor of their long—term investments.

Action: Negotiations with the commodity giants to implement two key conditions:

  1. Mandatory sale of 50% of foreign exchange earnings on the domestic market. This will create a constant supply of currency, stabilizing the tenge.
  2. Mandatory reinvestment of 20% of profits in the creation of high-value-added industries in Kazakhstan (petrochemicals, mechanical engineering).

This is a "win-win": we get development and a strong currency, and they get stability, social support and new opportunities for growth within our country.

Calculation of the effect:

  • Now: The course is ~450 (after Stage 1).
  • Action: Adding ~$2 billion/month of foreign exchange supply to the market.
  • The result after 18 months: The exchange rate strengthens to ~340 KZT/USD.

This stage does not start tomorrow. It starts today. The released funds and the strong tenge become fuel for total industrialization.

Action (immediate):

  1. Import substitution: The government allocates funds to create production facilities in critical areas: agricultural machinery, automobiles, electronics, clothing. The strong tenge makes the purchase of equipment for these plants 30-40% cheaper.
  2. Digital leap: Astana Hub becomes the headquarters for the development of domestic software, digital platforms for industry and fintech services that will serve the new economy.
  3. Export expansion: We are starting to export not only raw materials, but also tractors, drones, software and agricultural products.

Calculation of the multiplicative effect:

  • Now: The course is ~340 (after Stage 2).
  • Action: Reduced demand for foreign currency for imports (~$1.3 billion/month) and increased supply from new exports (~$0.4 billion/month).
  • The final result: A stable, industrially secured exchange rate in the ~320 KZT/USD range.
StageTermTaskKZT/USD exchange rate forecast
0. DiagnosisJuly 2025Awareness of the problem530
1. SurgeryOctober 2025Elimination of speculation and foreign currency deposits450
2. SymbiosisJanuary 2027Return of export earnings340
3. The Revolution2027-2030The launch of "Made in KZ"320 (and further strengthening)

It's not just a plan. This is an announcement that the era of weakness and compromise is over. We are mobilizing all resources — financial, intellectual and political — to achieve one goal: building a strong, prosperous and independent Kazakhstan.

The world respects strong people, backed by precise calculation and indomitable will. And the weak-willed remain on the margins of history.

Time to act!

Comments 3

Login to leave a comment

Мда.. происходящее с курсом в последнее время печалит очень сильно. Очень трудно что-то планировать, не понимая, что будет через полгода-год с курсами валют. Ну и слабый тенге, конечно, тоже очень печально

Reply

Книга Пьера Буля - "Планета обезьян" более реальна :)

Reply