Russia: The Valuation/Governance Trade-Off Has Become Even More Binary
As early as January of last year, I suggested that notwithstanding his stated admiration for Russia’s leadership, President Trump would eventually...
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EM Equity Strategy: Overweight BRIC
Emerging markets continue to outperform developed international equities, and within EM, the BRIC country grouping remains leadership. In addition...
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Russia Replaces India as Top EM Overweight
In this report, we highlight how Russia has taken over from India as the largest overweight country holding among global emerging market fund...
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Russia 2017 Weakness Is Not over Yet
1. Macro analysis suggests : Oil remains in a very cloudy situation with contradictory data (stockpiles), global demand, and OPEC intentions....
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Lukoil & Sberbank : Two Russian Stocks, Two Different Stories
Russian stocks have been consolidating since the beginning of 2017, thus lagging other emerging countries by 23% on a relative basis.Oil has...
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