Russia

* Associated gas starts to count, 14 Mar 2008
High economic stakes, as well as new risks and opportunities for oil companies
Natural Resources
* Inflation: the wild card in Russia's hand, 5 Feb 2008
Lacking effective monetary policies, Russia’s inflation is set to worsen
Macro policy
* Value in vodka, 25 Jan 2008
Interesting opportunities to increase both market share and profitability
Agriculture/food
* Russian agricultural land, 22 Feb 2008
Availability, pricing, secure title and recovering agribusiness make for a major new best resource play
Agriculture/food
Labour unrest in the ex-workers’ state Labour unrest in the ex-workers’ state, 21 Dec 2007
Real trade unionism has taken notable baby steps in Russia in 2007
Politics/governance
* Ports catching up, 18 Jan 2008
An infrastructure challenge Russia is likely to meet
Infrastructure/Industry
Russia's Far East comes in from the cold Russia's Far East comes in from the cold, 29 Nov 2007
A play on China and federal funding
Politics/governance
* 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
* 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
* Russia's fishing industry, 23 Oct 2007
Can the state legalize this strong business without stifling it?
Agriculture/food
* Russia's nuclear industry, 18 Oct 2007
A revealed comparative advantage
Natural Resources
The presidential succession and country risk The presidential succession and country risk, 19 Sep 2007
A scorecard for making sense of Russia's election season
Politics/governance
* infrastructure spend, 11 Sep 2007
Infrastructure/Industry
* Civil aeronautics: the way up is clear, 18 Sep 2007
From subcontractors to genuine, if junior, partners for international players
Macro policy
Presidential succession signposts Presidential succession signposts, 30 Aug 2007
Moment of truth is unlikely before December 2007
Politics/governance
Russian pharma: from distribution to biotech Russian pharma: from distribution to biotech, 6 Sep 2007
While missing familiar Russian sweet spots, this sector has a bright future
Macro policy
* 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
Who is Sergey Ivanov? 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
* 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
* Construction materials: a core story, 26 Jul 2007
The sector highlights the growing pains – and the pleasures – of Russia’s capital deepening
Infrastructure/Industry
* 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
* Real estate spurs Russia's economic growth, 28 Jun 2007
Despite the construction frenzy, no supply gluts in sight
Macro policy
* Tax and gas, 21 Jun 2007
A deteriorating fiscal position may outweigh even Gazprom's lobbying clout
Natural Resources
Russia's regional differentiation Russia's regional differentiation, 12 Jul 2007
No shortcuts to picking winners, but populous industrial centres and political microcultures are good guides
Politics/governance
* Advertising: the perfect post-Soviet sector, 24 May 2007
An advertisement for returns on investment in Russia
Macro policy