Christopher Granville

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

Arnab Das

Advisor, EM Macro Strategy
+44 20 7183 5280

Jon Harrison

Managing Director, EM Macro Strategy
+44 20 7246 7879

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Recent Russia research

* 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
* Russia: Geopolitics less bearish than oil, 23 Jun 2017

See all our Russia research >>

Russian economic policy response to geopolitical shock

Overview

Three months into the Ukraine crisis, the response of Russian economic policymakers finally became clear in the second half of May. There were two parts to that response: a further downgrade of official medium-term macroeconomic forecasts; and a new policy initiative on state-led financing of fixed-asset investment, which can be seen as a reaction to the prospect of relative economic decline implied by the latest forecasts. Our report assesses the risks of this policy response both...

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