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Russia Weekly Review: accelerated ruble depreciation and “working capital speculation”; negative sum risk in gas dispute with Ukraine; Putin-Medvedev rift myth,
16 Jan 2009
Oil above US$30/bbl will suffice for a 2Q09 bounce back
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Ukraine's battling clans throw away a winning hand,
12 Jan 2009
Yet again, political blockage – this time over the central source of rents – is disastrous for Ukraine
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Russia weekly review: three decisive drivers; Battle of the Ruble going well; fiscal stimulus and consumer demand; social protest,
9 Jan 2009
Gaza conflict repeats the early-2002 intifada effect
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Russia Weekly Review: Economic and market scenarios for 2009 – and a thematic framework in which to view them,
18 Dec 2008
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The fifth mini-depreciation move reveals this to be the definitive strategy – set to deplete reserves by a further (affordable) US$200 billion,
12 Dec 2008
A workable gambit at present reserves depletion rates
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Judicial reform in the light of the crisis,
Christopher Granville,
Amy Boone,
12 Dec 2008
A cup always half-empty and half-full – but Medvedev has turned on the right tap
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Russia Weekly Review: The pros and cons of incremental depreciation steps and interest rate hikes; fiscal stimulus for real,
4 Dec 2008
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Russia Weekly Review: Ruble battle update – focus on corporate deposits, coercing patriotism on capital flight; Uralkali – oligarch and state risk compared,
20 Nov 2008
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Russia weekly review: Both the ruble and FX reserves to be defended by higher rates and political pressure on the banks…ruble still looks good until year-end,
13 Nov 2008
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Russia Weekly Review: Government money gets to work; revealing state of the nation; ruble battle update; missile geopolitics,
6 Nov 2008
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