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Recent Russia research
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See all our Russia research >>
Russian oil: The death knell for easy downstream profits
Government policy decisions on the oil sector are now the main driver not only of Russian oil company share prices but also of the Russian equity market as a whole, given the oil stocks’ year-to-date underperformance of benchmark indices in which they have heavy weightings. This report focuses on a major regulatory development affecting the companies’ most profitable business – the domestic downstream. Unlike the taxation issue which is grabbing most market participants’ attention,...