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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 >>

Caspian/Black Sea Monthly Report


Negative PR related to the ongoing dispute over the Kashagan oil contract has not helped market sentiment as Kazakhstan's markets struggle to recover from the de-rating that began in mid-2007. Our message is that the government’s behaviour in the Kashagan episode has been justified, and interpretations of the dispute as a shocking infringement of investors' rights are off base.

In Ukraine the country's dysfunctional politics could be improved by a shift to a parliamentary system;...

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