True Economics

True Economics is about original economic ideas and analysis concerning everyday events, news, policy views and their impact on the markets and you. Enjoy and engage!

Showing posts with label Russian equities. Show all posts

Monday, March 24, 2014

24/3/2014: Russian Roulette or a Wheel of (Risky) Fortune?

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What to expect this week on the Russia v the Western World stage: 1) More theatrics or threatatrics : so far the sanctions delivered amo...

Saturday, March 22, 2014

22/3/2014: Russian Capital Flight and Current Account: Crimea's Punch

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While sanctions against Russia have been pretty much anodyne to-date in direct economic impact terms, there are indirect effects worth con...

Sunday, October 7, 2012

7/10/2012: VTB and Sberbank relative position vis peers

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Another interesting point from the Goldman note on euro area banks, relating to Russian banks - see chart below (you'll need to click ...

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Saturday, September 15, 2012

15/9/2012: Russia to revamp SWF structure

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According to the report in the Euromoney ( http://www.euromoney.com/Article/3087655/Category/4298/ChannelPage/0/Russias-new-SWF-seeks-bo...

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