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Russia Weekly Review: Economic and market scenarios for 2009 – and a thematic framework in which to view them , 18 Dec 2008

The fifth mini-depreciation move reveals this to be the definitive strategy – set to deplete reserves by a further (affordable) US$200 billion , 12 Dec 2008

A workable gambit at present reserves depletion rates

Judicial reform in the light of the crisis, 12 Dec 2008

A cup always half-empty and half-full – but Medvedev has turned on the right tap

Russia Weekly Review: The pros and cons of incremental depreciation steps and interest rate hikes; fiscal stimulus for real, 04 Dec 2008

Crisis perspectives: From pain to gain, 01 Dec 2008

The ‘Battle of the Ruble’ is well worth fighting and can be won

Russia Weekly Review: Ruble battle update – focus on corporate deposits, coercing patriotism on capital flight; Uralkali – oligarch and state risk compared, 20 Nov 2008

Russia weekly review: Both the ruble and FX reserves to be defended by higher rates and political pressure on the banks…ruble still looks good until year-end, 13 Nov 2008

Russia Weekly Review: Government money gets to work; revealing state of the nation; ruble battle update; missile geopolitics, 06 Nov 2008

Russia weekly review: government crisis management in focus – hands-on approach, capital flight antidotes of real asset collateral and ruble defence, 22 Oct 2008

10.

Russia weekly review: how to understand the market disaster; new themes which emerge from the rubble; the case for investing with the State, 10 Oct 2008

11.

Russia weekly review: Government savings absorb the credit shock; buying opportunity in corporate bonds and longer-term risks and opportunities; good tax decision; Russia & OPEC, 01 Oct 2008

12.

Country risk revisited, 26 Sep 2008

The overpricing of country risk stems from fundamental misperceptions – which, however, are here to stay

13.

Russia weekly review: the benefits of the fiscal windfall in market meltdown conditions…and the good prospect of preserving this safety net; tightening credit and investment strategy; government charm offensive, 17 Sep 2008

14.

Russia weekly review: markets – bullish ruble, bearish local rates, historic opportunity (but no bail out) in equities; fundamentals – political progress, credit tightening, key tax decisions imminent, 10 Sep 2008

15.

Russia weekly review: no foundation for a new Cold War – except for accidents; so the situation in Georgia itself remains the most important driver, 28 Aug 2008

16.

Russia weekly review: worst danger in Georgia has passed; output data captures new realism on inflation – as now reflected in a big fiscal win for Kudrin, 18 Aug 2008

17.

Russia: War and the investment climate. Weekly Review from Christopher Granville of Trusted Sources, 12 Aug 2008

18.

Russia weekly review: focus on the equity market – the lessons of 2000-01 for recovery; Sberbank as a leading indicator, 06 Aug 2008

19.

Russia weekly review: the false spectre of another Yukos affair; why inflation is the real key; equity market in a hole, but Mechel and Sberbank misunderstood; TNK-BP – AAR in risky territory; credit conundrum, 28 Jul 2008

20.

Russian infrastructure: The PPP challenge, 18 Jul 2008

The Western High-Speed Diameter in St Petersburg has become a live test case

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