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Recent Russia research

* Russia: Fiscal rule to boost asset prices in 2018, Christopher Granville, Madina Khrustaleva, 14 Dec 2017
* Russia: Domestic funds flow into capital markets, Christopher Granville, Madina Khrustaleva, 30 Nov 2017
* 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

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The risks of NATO enlargement


The prospect of NATO enlargement deep into the former Soviet Union – endorsed by the alliance’s April 2008 summit – deserves the close attention of investors in the region. In the case of Georgia, there is a straightforward risk of armed conflict involving Russia in one way or another. For Ukraine, NATO accession carries both risks and opportunities. It would reinforce the EU convergence story at the heart of the long-term investment case for Ukraine; but in the shorter term it also...

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