Sberbank Loyalty, X5 Exit
Sberbank Of Russia Pjsc (SBER LI) is the poster child for Russian equity exposure among global EM managers. So far, despite the volatility seen in...
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Rouble Dives as US Congress Publishes New Sanctions Bill
In August, markets are notoriously prone to sharp moves owing to thin liquidity. On Wednesday 8 August, the rouble plunged as the markets digested...
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Rouble Is Vulnerable to Selling Pressure as World Cup Nears Finals
Russia did not seriously expect to win the World Cup. The government probably hoped to showcase the country's provinces rarely visited by...
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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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Russia & Sberbank – Likely An Unrealistic Hit
* Sanctions Continue: All assets of the sanctioned individuals and companies in the US will be frozen while US individuals will be required to...
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