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Associated gas starts to count,
14 Mar 2008
High economic stakes, as well as new risks and opportunities for oil companies | Natural Resources |
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Inflation: the wild card in Russia's hand,
5 Feb 2008
Lacking effective monetary policies, Russia’s inflation is set to worsen | Macro policy |
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Value in vodka,
25 Jan 2008
Interesting opportunities to increase both market share and profitability | Agriculture/food |
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Russian agricultural land,
22 Feb 2008
Availability, pricing, secure title and recovering agribusiness make for a major new best resource play | Agriculture/food |
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Labour unrest in the ex-workers’ state,
21 Dec 2007
Real trade unionism has taken notable baby steps in Russia in 2007 | Politics/governance |
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Ports catching up,
18 Jan 2008
An infrastructure challenge Russia is likely to meet | Infrastructure/Industry |
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Russia's Far East comes in from the cold,
29 Nov 2007
A play on China and federal funding | Politics/governance |
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Consumer credit: maturing, but still booming,
19 Nov 2007
Much low-hanging fruit has been picked, but other higher margin products ripen for harvest | Financial |
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Consumer credit: maturing, but still booming,
19 Nov 2007
Much low-hanging fruit has been picked, but other higher margin products ripen for harvest | Consumer |
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Russia's fishing industry,
23 Oct 2007
Can the state legalize this strong business without stifling it? | Agriculture/food |
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Russia's nuclear industry,
18 Oct 2007
A revealed comparative advantage | Natural Resources |
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The presidential succession and country risk,
19 Sep 2007
A scorecard for making sense of Russia's election season | Politics/governance |
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infrastructure spend,
11 Sep 2007
| Infrastructure/Industry |
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Civil aeronautics: the way up is clear,
18 Sep 2007
From subcontractors to genuine, if junior, partners for international players | Macro policy |
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Presidential succession signposts,
30 Aug 2007
Moment of truth is unlikely before December 2007 | Politics/governance |
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Russian pharma: from distribution to biotech,
6 Sep 2007
While missing familiar Russian sweet spots, this sector has a bright future | Macro policy |
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Russian meat: a global leader of sorts,
Christopher Granville,
23 Aug 2007
Despite high and arbitrary protectionism, Russia remains a strong import-dominated market | Agriculture/food |
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Who is Sergey Ivanov?,
12 Aug 2007
A honed clone of Putin – prepared to implement the national policy strategy of the mature Putin administration | Politics/governance |
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New policy responses to Russia's inflation,
2 Aug 2007
Ruble appreciation is not the widely supposed fix for an economy now overheating from within | Macro policy |
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Construction materials: a core story,
26 Jul 2007
The sector highlights the growing pains – and the pleasures – of Russia’s capital deepening | Infrastructure/Industry |
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Russneft, Bashneft & the Article 169 threat,
15 Jul 2007
Like the mythical Hydra, no sooner is one legal threat to property rights removed than another appears | Natural Resources |
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Real estate spurs Russia's economic growth,
28 Jun 2007
Despite the construction frenzy, no supply gluts in sight | Macro policy |
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Tax and gas,
21 Jun 2007
A deteriorating fiscal position may outweigh even Gazprom's lobbying clout | Natural Resources |
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Russia's regional differentiation,
12 Jul 2007
No shortcuts to picking winners, but populous industrial centres and political microcultures are good guides | Politics/governance |
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Advertising: the perfect post-Soviet sector,
24 May 2007
An advertisement for returns on investment in Russia | Macro policy |