Russia: Macro policy & Financial

* Russia: Rates outlook – the key revealed, Christopher Granville, Madina Khrustaleva, 20 Jul 2017
Time the market right by tracking CBR core inflation
* Russia: Jumbo tax reform, Christopher Granville, Madina Khrustaleva, 3 Mar 2017
Relative winners and losers among sectors less important for now than the positive overall impact
* Russia: More good news on the macro-policy front, Christopher Granville, Madina Khrustaleva, 8 Feb 2017
Rate cut outlook: slower pace offset by an ever firmer foundation; clear equity winners also emerge from enhanced policy
* Russia’s fine fiscal line, Christopher Granville, Madina Khrustaleva, 10 Oct 2016
Imminent decisions on next year’s budget look more favourable for equities than local rates at present valuations
* Russia macro and markets: Nabiullina – a Russian Volcker, Christopher Granville, Madina Khrustaleva, 26 Apr 2016
Imminent 50bps rate cut belies sustained monetary discipline in a surprisingly supportive political environment
* Russian privatization: Fiscal fear is a powerful motivator, Christopher Granville, Madina Khrustaleva, 31 Mar 2016
Best prospects for state share sales in 2016 are Bashneft, Sovkomflot, Alrosa and Aeroflot
* Russia’s fiscal test: Borderline pass, Christopher Granville, Madina Khrustaleva, 13 Nov 2015
The draft 2016 budget clears the way for 300bps of rate cuts by mid-2016
* Russia Monitor: Tumbling oil price and ruble: This time is different, Christopher Granville, 7 Aug 2015
* Russia Monitor: Strong current account does not mean a strong ruble, Christopher Granville, 22 Jul 2015
* Russia Monitor: The CBR and Ukraine ally against the ruble, Christopher Granville, 23 Jun 2015