Christopher Granville

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

Jan Cleave

Analyst, Russia/FSU Research - London/Moscow
+44 20 3137 7258

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Recent Russia research

* Russia: Fiscal rule to boost asset prices in 2018, Christopher Granville, Madina Khrustaleva, 14 Dec 2017
* Russia: Domestic funds flow into capital markets, Christopher Granville, Madina Khrustaleva, 30 Nov 2017
* Russia: Putin’s future: Politics and policy, Christopher Granville, Madina Khrustaleva, 3 Nov 2017
* Russia: Nabiullina takes the controls, 11 Oct 2017
* Russia: US sanctions – a contrarian case, Christopher Granville, 28 Jul 2017

See all our Russia research >>

Putin vs Navalny creates value in Russian SOEs

Overview

Vladimir Putin abruptly launched a campaign in December 2011 against theft from the capex and procurement budgets of state-owned enterprises. From the perspective of returns on investment in Russian equities, this area groans with the “low-hanging fruit” of deep, corporate governance-driven valuation discounts in SOEs, which dominate benchmark indices. Even if this campaign has only a marginally positive effect, SOE share prices – and the Russian equity market as a whole – will...

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