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...
526 Views
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...
351 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