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Putin, autos and the WTO: the real position,
3 Sep 2010
| Consumer |
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KAZAKHSTAN: Shedding new light on Nazarbayev succession risk,
Christopher Granville,
19 Aug 2010
Recent ‘national leader’ legislation improves the prospect of avoiding destabilization | Other FSU markets |
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Squeezed Belarus set to sell assets,
Christopher Granville,
Jan Cleave,
13 Jul 2010
First up is potash – an opportunity for Uralkali, unless Lukashenko plays the China card | Other FSU markets |
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Medvedev in the US: a turning point,
1 Jul 2010
| Politics/governance |
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Russia’s quiet legal revolution,
Christopher Granville,
24 Jun 2010
Supreme Arbitrazh Court rulings upholding property rights and corporate governance now have the systematic force of precedent | Politics/governance |
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Russia and the Kyrgyz crisis: beware the scare,
15 Jun 2010
| Politics/governance |
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One-legged inflation targeting,
Christopher Granville,
Irina Lebedeva,
20 May 2010
The global crisis, together with some capital controls, might compensate for the lack of a freely floating ruble | Macro policy |
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Real change in Russia,
10 May 2010
| Politics/governance |
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The regional trigger for the investment climate,
Christopher Granville,
Jan Cleave,
29 Apr 2010
Follow the pro-business governors | Politics/governance |
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Impact of the gas-for-navy deal on Gazprom, sovereign bonds and country risk discounts,
23 Apr 2010
| Brief Notes |
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Russian oil: The death knell for easy downstream profits,
Christopher Granville,
Jan Cleave,
11 Mar 2010
This good news for the economy is bad news for the stock market, but some oil companies could still benefit | Natural Resources |
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The investment lessons of the Bashneft-Russneft merger,
24 Feb 2010
| Natural Resources |
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How to understand Russia’s inventory cycle,
Christopher Granville,
Irina Lebedeva,
11 Feb 2010
Inventory falls do not explain the 2009 recession, and inventory expansion will not drive the 2010 recovery – which will fall short of consensus expectations | Macro policy |
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Listening to Magnit’s Galitsky on Russia’s food retail regulation,
8 Feb 2010
| Brief Notes |
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The Putin-Medvedev tandem at mid-term,
Christopher Granville,
19 Jan 2010
Political risk tilts to the upside as Medvedev heads for a second term | Politics/governance |
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Ukraine: It’s Russia or bust,
Christopher Granville,
Irina Lebedeva,
18 Dec 2009
Ukraine’s politics have left it dependent on a bailout from a neighbour with ulterior motives | Other FSU markets |
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Gazprom and the European gas market crunch,
11 Dec 2009
| Natural Resources |
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The importance of imprisoning corrupt officials,
Christopher Granville,
Jan Cleave,
16 Nov 2009
Property developers are clear direct winners from the clampdown on the state mafia | Politics/governance |
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The importance of imprisoning corrupt officials: Appendix,
Christopher Granville,
Jan Cleave,
16 Nov 2009
| Politics/governance |
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A new reason to buy Russian oil stocks,
Christopher Granville,
Jan Cleave,
4 Nov 2009
Gas sector demonopolization: The time has now come for this reform | Natural Resources |
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The prospect of improved financial policy,
Christopher Granville,
Irina Lebedeva,
15 Oct 2009
To monitor this major crisis-driven opportunity, watch for trends in domestic government bond issuance | Macro policy |
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Ruble to trend weaker through 2010,
Christopher Granville,
Irina Lebedeva,
22 Sep 2009
The government’s forecast looks sounder than most analyst predictions | Macro policy |
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BELARUS: Opportunities from asset sales under duress,
Christopher Granville,
Tatiana Fazio,
2 Sep 2009
Crisis-driven privatisations will benefit Russian companies in exchange for continued financing from Moscow | Other FSU markets |
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Russia’s fiscal stimulus offers a one-year consumer play,
Christopher Granville,
Irina Lebedeva,
24 Aug 2009
The sustainability problem stems from political blockages to stimulating investment | Macro policy |
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Bank solvency and lending – not so gloomy,
Christopher Granville,
11 Aug 2009
The role of bank recapitalisations in loan growth is widely misunderstood | Financial |
