We admire people who make decisions about asset allocation across equity markets of different countries. It is much more difficult than stock-picking within one particular country. When considering stocks from…Continue Reading →
Russian equity market dynamics Last week, the Russian equity market declined, underperforming the broader emerging markets (EM) index. The RTS…
Last week, the Russian equity market outperformed the other emerging markets (EM).
Last week, the Russian equity market contracted, although by less than the broader emerging markets (EM).Continue Reading →
On 1 August 2019, the US imposed new sanctions against Russia. It was the 54th time that new sanctions from…
Last week, the Russian equity market contracted in line with broader emerging markets (EM).
The MSCI Russia 10/40 Net Return index has risen by 27% over the first half of the year in US dollar terms.Continue Reading →
Last week the Russian equity market continued to rise, as did the broader emerging markets (EM). The RTS and MSCI…
The Russian equity market fell last week amid talks about potential US sanctions on Russia. Bloomberg reported on Friday that…
The Russian equity market edged into the black last week, following a global rally: the MSCI EM index gained 2.7% and the MSCI World rose by 2.9% in US dollar…Continue Reading →
