Christopher Granville

Managing Director, EMEA and Global Political Research
+44 20 7246 7867

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Recent Russia research

* Russia: Geopolitics less bearish than oil, 23 Jun 2017
* Russian oil – volume gearing, Christopher Granville, James Henderson, 8 May 2017
* Russia-Saudi oil axis: Last hurrah in H2/17, Christopher Granville, James Henderson, 27 Apr 2017
* Russia: Navalny trashes Medvedev - What it means, Christopher Granville, 29 Mar 2017
* Russia: Geopolitical driver – negative turn, Christopher Granville, 15 Mar 2017

See all our Russia research >>

How Putin’s political decline benefits Russian equities

Overview

Russian equity outperformance of the kind that we expect to see in late 2012 and early 2013 always requires a combination of favourable external factors and positive domestic policy drivers. Assuming the external environment will be supportive owing to the oil price remaining high and central bank action dampening financial shocks (especially in Europe), this report focuses on domestic polices and, in particular, the political impetus underlying those...

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