Russian Assets to Benefit from Higher Oil Prices and Busy US Congressional Agenda
The recent softening of the Fed’s monetary stance and hopes that the US and China should reach a new trade agreement in March have boosted demand...
619 Views
Sberbank Loyalty, X5 Exit
Sberbank Of Russia Pjsc (SBER LI) is the poster child for Russian equity exposure among global EM managers. So far, despite the volatility seen in...
592 Views
Rouble Dives as US Congress Publishes New Sanctions Bill
In August, markets are notoriously prone to sharp moves owing to thin liquidity. On Wednesday 8 August, the rouble plunged as the markets digested...
512 Views
Rouble Is Vulnerable to Selling Pressure as World Cup Nears Finals
Russia did not seriously expect to win the World Cup. The government probably hoped to showcase the country's provinces rarely visited by...
447 Views
Russia: The Valuation/Governance Trade-Off Has Become Even More Binary
As early as January of last year, I suggested that notwithstanding his stated admiration for Russia’s leadership, President Trump would eventually...
259 Views