The 2018 ranking by The Kommersant newspaper names TKB Investment Partners JSC among top 10 Russian asset managers in three categories
Alfred Berg Ryssland, a Swedish fund under TKB Investment Partners’ advisor, is strengthening its ESG integration strategy.
A new investment tool - structured investment product – is now available to Rosbank customers. The product was jointly developed by Societe Generale Group analytics and the TKB Investment Partners asset manager.
Last week, the Russian equity market outperformed other emerging markets (EM). The RTS and MSCI EM indices rose by 1.6% and 0.7%, respectively. Russia was the third best performing market…Continue Reading →
The MSCI Russia 10/40 Net Return index has risen by 27% over the first half of the year in US…
Last week the Russian equity market continued to rise, as did the broader emerging markets (EM). The RTS and MSCI…
Last week, the Russian equity market rose further in line with other emerging markets (EM). The RTS and the MSCI EM indices rose by 3.1% and 3.8%, respectively.Continue Reading →
Last week the Russian equity market continued to outperform emerging markets (EM). RTS and the MSCI EM index rose by…
The Russian equity market rose for the fourth consecutive week last week, with the RTS and the MSCI EM index…
The Russian equity market ended in the black for the third consecutive week. RTS and MSCI EM gained 0.7% and 1.2% respectively, while MSCI World lost 2.3%. High dividend yield…Continue Reading →
The Russian equity market ended in the black for the second consecutive week, outperforming its peers. The RTS index gained…
Last week, the Russian equity market outperformed its peers mainly thanks to expectations of a higher dividend pay-out by Gazprom.…
Last week, the Russian equity market contracted by less than emerging markets (EM) overall. The RTS index fell by 2.7%, while the MSCI EM index dropped by 4.5% (all figures…Continue Reading →
The MSCI Russia 10/40 Net Return index has risen by 27% over the first half of the year in US dollar terms.
The consensus view is that Russia is not a growth story. We fully agree. Over the next three years, we expect annual sustainable free cash flow growth to be close to zero. When companies do not see many growth opportunities, they normally return cash to their shareholders or pay off debt.
On the 27 January the US Treasury Department excluded Rusal, En+ and EuroSibEnergo (ESE) from the special designated nationals (SDN) list. The regulator took this decision on 19 December last year. Within 30 days the US Congress had the chance to block this action, but failed to so.
