Russia
Economy
The major factors underlying our current market strategy across emerging European asset classes are perhaps, more than ever, policy driven. With the ongoing eurozone sovereign debt...
2012-01-19Economy
Our core views for Russia's political risk and credit profile remain in place on the back of credit ratings agency Fitch's move to downgrade the outlook on the country's BBB credit...
2012-01-17Economy
Emerging European equities are off to a tough start in the New Year, as investor risk aversion remains prevalent. We believe that overarching concerns over the state of the global economy...
2012-01-06Economy
Russian entry into the WTO by mid-December 2011 looks assured at this stage, as foreign interest to bring the country into the bloc remains high. Initially, we believe that foreign...
2011-11-03Economy
Heightened market volatility and concerns over Russia's policy environment have continued to pound the Russian rouble in recent weeks. Precluding major central bank intervention, we...
2011-10-05Economy
In light of ongoing uncertainty in global markets regarding the depth of the economic slowdown and lack of a sustainable policy response to the eurozone debt crisis, emerging market...
2011-10-04Economy
Our view that Russian monetary policymakers will be shifting their attention towards the deteriorating macroeconomic picture is playing out in our favour after the central bank cut...
2011-09-15Economy
Despite recent elevated levels of market volatility, we believe that the latest bounce in the Russian rouble has further to run as recent concerns over a US recession and a blow-up...
2011-09-01
