Often we face investors’ preconceptions that Russian equities cannot grow unless oil prices rise, that Russia is unpopular with international investors, that sanctions have a material negative effect on Russia, etc. We think that these beliefs limit the ability of investors to benefit from exposure to Russian equities. In our view, such preconceptions paint a simplistic picture that does not stand up to scrutiny. We would argue that the real picture is far more diverse and sophisticated.
- Successful transformation of state-owned enterprises: the case of the Russian Post
- Protecting Russia from oil price swings: the tale of the flexible ruble
- The Russian retailers: adjusting to their consumers’ new money-saving habits
- Inflation is taking its time
- Russian economy: contraction rates froze in summer
- The Russian banks: looked after by the Central Bank of Russia but not out of the woods yet
- Driving force behind Russian eurobonds rally
- Pension savings: back on track
- Russian economy: lack of blossom in spring
- Inflation in a downhill ride
Often we face investors’ preconceptions that Russian equities cannot grow unless oil prices rise, that Russia is unpopular with international investors, that sanctions have a material negative effect on Russia, etc. We think that these beliefs limit the ability of investors to benefit from exposure to Russian equities. In our view, such preconceptions paint a simplistic picture that does not stand up to scrutiny. We would argue that the real picture is far more diverse and sophisticated.
- The Russian economy: a mild spring
- Inflation: the outlook improves
- The Russian economy in winter: warming up
- Inflation: back in the single digit territory
- Inflation: down two percent in annual terms
- Russian economy: stronger supply, weaker demand
- Protecting Russia from oil price swings: the tale of the flexible ruble
- The Russian retailers: adjusting to their consumers’ new money-saving habits
- Inflation is taking its time
- Russian economy: contraction rates froze in summer
- Driving force behind Russian eurobonds rally
- Pension savings: back on track
- Russian economy: lack of blossom in spring
- Inflation in a downhill ride