Christopher Granville

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

Irina Lebedeva, CFA

Economist, Russia/FSU Research - Moscow

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Recent Russia research

* 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
* Russia: Rates outlook – the key revealed, Christopher Granville, Madina Khrustaleva, 20 Jul 2017
* Russia: End of Putin revisited, Christopher Granville, 30 Jun 2017

See all our Russia research >>

Macro strategy for Russian banking stock exposure

Overview

The performance of the Central Bank of Russia and the Finance Ministry in fighting inflation has notably improved in 2011. If this counter-inflationary policy bias holds, all Russian asset valuations are likely to benefit from the resulting reduced volatility in the markets and the real economy, but the prime re-rating candidate will be the banking sector. In the contrary scenario of looser policy and higher inflation, banks would enjoy superior growth and margins in the short run...

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