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Food retail wins the trade law battle,
Christopher Granville,
Jan Cleave,
28 Jul 2009
Originally an anti-retail initiative, the new trade law turns out to be beneficial for retailers, especially Magnit | Agriculture/food |
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Ukraine: Falling into a fiscal hole,
Christopher Granville,
Alejandro Tamola,
9 Jul 2009
Ukrainian sovereign debt is now an attractive moral hazard trade | Other FSU markets |
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Ukraine: It’s the constitution, stupid,
Christopher Granville,
Alejandro Tamola,
25 May 2009
A new perspective for spotting and exploiting mis-pricing in Ukrainian markets | Other FSU markets |
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The benefits of rising unemployment,
Christopher Granville,
Jan Cleave,
20 May 2009
Traditional wage flexibility is now supplemented by productivity-enhancing downsizing | Macro policy |
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A bet on pensions,
Christopher Granville,
Jan Cleave,
30 Apr 2009
A practical key to reducing market volatility and broader country risk | Financial |
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Russia: The rewards of patience,
Amy Boone,
1 Apr 2009
Public attitudes towards the authorities underscore the emergence of a stable nation state | Politics/governance |
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Georgia: Facing the global crisis,
Amy Boone,
Tatiana Fazio,
13 Mar 2009
Georgia becomes a ward of international donors, but that may be counted an achievement | Other FSU markets |
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Ukraine: Inadequate bank restructuring effort,
Alejandro Tamola,
Amy Boone,
4 Mar 2009
Why the government’s approach will fail and how this failure will play out | Other FSU markets |
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New SEZs prove their worth,
Jan Cleave,
Christopher Granville,
23 Feb 2009
The ‘demonstration effect’ of nurseries for direct investment | Macro policy |
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Corruption and the crisis,
Christopher Granville,
Jan Cleave,
11 Feb 2009
Medvedev profits from past experience in taking on the state mafia | Politics/governance |
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Judicial reform in the light of the crisis,
Christopher Granville,
Amy Boone,
12 Dec 2008
A cup always half-empty and half-full – but Medvedev has turned on the right tap | Politics/governance |
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Crisis perspectives: From pain to gain,
Christopher Granville,
1 Dec 2008
The ‘Battle of the Ruble’ is well worth fighting and can be won | Macro policy |
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Ukraine: An IMF rescue is coming, but the outlook beyond that is gloomy,
,
Alejandro Tamola,
23 Oct 2008
An IMF programme will stave off collapse of the currency and the banking system, but the longer term outlook is still negative | Other FSU markets |
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Country risk revisited,
Christopher Granville,
25 Sep 2008
The overpricing of country risk stems from fundamental misperceptions – which, however, are here to stay | Politics/governance |
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Kazakhstan Quarterly: Moment of truth for the banking sector,
,
Alejandro Tamola,
13 Aug 2008
Asset quality problems could hit some banks in the months ahead, but government support will emerge | Other FSU markets |
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Russian infrastructure: The PPP challenge,
Christopher Granville,
17 Jul 2008
The Western High-Speed Diameter in St Petersburg has become a live test case | Infrastructure/Industry |
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Gas supply crunch alert,
3 Jul 2008
Peak danger is in the early 2010s, Gazprom’s Bovanenkovo field will be key | Natural Resources |
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Caspian/Black Sea Monthly Report,
5 Jun 2008
CBS Monthly: implications of the Kashagan dispute; Ukraine's troubled politics; and Georgia back on track | Other FSU markets |
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Films fuel the media business,
Amy Boone,
26 May 2008
The reviving Russian film industry is not only a consumer play but also a driver | Macro policy |
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Customs corruption and IPOs,
14 May 2008
Growth and capital markets drive anti-corruption initiatives in the private sector | Politics/governance |
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Mongolian mining,
1 May 2008
Politics to determine whether the rich potential is realised | Natural Resources |
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Energy efficiency: a new top priority,
17 Apr 2008
Not just “flavour of the month” but a compelling long-term investment theme | Macro policy |
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The risks of NATO enlargement,
10 Apr 2008
There is a way from zero-sum to win-win | Politics/governance |
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The risks of NATO enlargement,
10 Apr 2008
There is a way from zero-sum to win-win | Other FSU markets |
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Communal services open for business,
6 Apr 2008
A vast and complex sector offers opportunities to oligarchs and niche players alike | Consumer |
