Russia Views

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Regional Equity Strategy

We are up 1.5% on our bullish Spanish small caps view since it was entered in our asset class strategy on January 9 (played through the IBEXS index), and see potential for further gains over the next...

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Global Wheat Outlook: Russia Focus

The progress of the 2014/15 sowings over the coming months will be crucial in estimating the timing of global price moderations over 2014. Prices have already moderated in recent...

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Yanukovych Risks Losing Support Base

The political upheaval in Ukraine has intensified, with protests in Kiev showing few signs of losing momentum over the near term. Police attempts to disperse the protests with violence have been...

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Emerging Europe 2013 Retrospective

In December last year we outlined nine trends that we expected to play out across Emerging Europe in 2013 (see 'Key Themes For 2013: Emerging Europe', December 13 2012), and although not quite year-...

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CIS Coal: Russia's Game

CIS' coal sector warrants a closer inspection of its long-term growth prospects as the development of coal mines in major producing countries, particularly Russia, could significantly lift output and...

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