Should you continue to invest with Putin?

Rapidly falling political risk will likely contribute to positive returns from Russian equities in 2012
Christopher Granville, Managing Director and Director, Russia/FSU Research - London/Moscow
27 Jan 2012

Overview

The prospect of certain victory for Vladimir Putin in the March presidential election is overshadowed by the events of December 2011, which have laid bare his political decline. This calls into question the continuing validity of the previously successful Russian equity strategy of seeking alignment with Putin’s policy goals and exposure to companies associated with him. The right answer depends on an accurate reading of political risk, which this report sets in the broad context of the...

Should you continue to invest with Putin?

Should you continue to invest with Putin?

Rapidly falling political risk will likely contribute to positive returns from Russian equities in 2012
Christopher Granville, Managing Director and Director, Russia/FSU Research - London/Moscow
27 Jan 2012

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