For those interested in the Emerging Markets
Digestible morning emails written by the top Analysts from Goldman Sachs, JP Morgan, HSBC and many more.
For those interested in the Emerging Markets
Digestible morning emails written by the top Analysts from Goldman Sachs, JP Morgan, HSBC and many more. Join 10,000 other subscribers!
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07 Sep 2020
CIS

Bashkir Soda, looking attractive?

The Bashkir Soda Company (BSC), the largest soda producer in Russia, has recently become the news headliner after activists defended

17 Aug 2020
CIS Macro

Update On the Belarus Situation.

President Alexander Lukashenko is facing the biggest wave of protest โ€“ โ€œMarch for Freedom” – calling for him to step

06 Aug 2020
CIS

Lukashenko’s Pseudo-Dictatorship Continues to fuel Protests in Belarus.

It is not often we hear about Belarus, which may have something to do with the fact that their main

13 Jul 2020
CIS Equities

Moscow Stock Exchange expansion is underway.

On August 17th, the Moscow Exchange will launch trading of the 20 most liquid shares listed on the S&P 500,

07 Jul 2020
CIS Rates

Investors content with Putin till 2036.

In the last week, the Russian 10Y bond sold-off slightly by 4.5 bps as investors actively sold Russian sovereign debt.

19 Jun 2020
CIS Rates

Russian Central Bank expected to cut rates to 4.5%โœ‚๏ธ

The CBR remains dovish and is expected to continue its easing policy later today with a 100bp cut to 4.5%,

12 Jun 2020
CIS Commodities FX

How did Russia manage to turn a profit during the corona crisis?

Russia proved to be very savvy investor during the corona crisis, it has managed to somehow turn a profit and