Russia Gets the Boot from Major Indices - Minimal Impact But World's Largest Small Sidepocket?
Russia is getting deleted from major indices after brief consultation given sanctions from outside Russia and prohibitions on transfer inside...
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Putin Is Sworn In for Next Term, Unveils Ambitious Modernisation Plan. Can Russia Afford It?
Sovereign debt investors who like bottom fishing should take a look at Russian sovereign debt, which looks cheap to us, especially given the...
236 Views
Russia: X5 Overtakes Magnit as Dominant Retail Holding
• Magnit's (MGNT LN) once dominant position as the favoured Russian retail play has been relinquished to X5 (FIVE LN). EM investor positioning in...
354 Views
THE MACRO TAKE: NEXT 2WKS ARE HIGH OCTANE! FED, US 1Q GDP, RBNZ, BoJ, RBA & US NFP
The next two weeks will have some of the most potent events of the 1H of the year Weds Apr 29 sees the Fed meeting & 1Q US GDP, Thu Apr 30 is...
436 Views