Russia: Taking Stock

Energy in Oil & Gas

Eisenman — Fri, 27 Apr 2012 19:19:57 +0000

While 2011 was a seriously down year for the emerging markets across the board — Russia being down less than other BRIC countries, the first quarter 2012 saw a dramatic rebound. Among the oil & gas companies Lukoil and Gazpromneft (the old Sibneft) were up 24%, Rosneft was up 19%, Tatneft 39%, TNK-BP 26% and [...]

2012: Prospects for Russia

Eisenman — Tue, 31 Jan 2012 22:40:52 +0000

Given the strong start this calendar year, there appear to be solid prospects for the Russian economy and stock market in 2012. Last year, the BRIC markets generally got crushed and the Russian market was down over 20% so that, today, the market P/E is about 5 making it the cheapest one in the Emerging [...]

WTO — Finally!

Kyle — Mon, 19 Dec 2011 16:09:04 +0000

Global trade ministers on Friday approved Russia’s bid to join the World Trade Organization, giving Prime Minister Vladimir V. Putin a victory on the international stage at a time of rising domestic opposition to his hold on power. The Nigerian trade minister, Olusegun Olutoyin Aganga, struck a gavel to announce that the W.T.O. trade ministers’ meeting here [...]

Putin vs. Medvedev in 2012

Kyle — Wed, 30 Nov 2011 15:47:57 +0000

Public opinion polls in Russia reflect exhaustion with the Putin Brand…Even he may come to realize he would be better advised to reverse course as per my earlier analysis (see below). In the short term, his United Russia party may suffer Duma losses in the mid-December national elections. This fall the members of Russia’s State [...]

Working Party Seals The Deal On Russia’s Membership Negotiations

Kyle — Thu, 10 Nov 2011 15:27:25 +0000

Russia’s accession to the WTO cleared a major hurdle when the WTO Working Party on its accession approved, ad referendum on 10 November 2011, the package spelling out Russia’s terms of entry to the organization. The Working Party will now send its accession recommendation to the 15 —17 December Ministerial Conference, where Ministers are expected [...]

WTO Membership Will Improve Russia’s Investment Climate

Kyle — Wed, 09 Nov 2011 15:02:40 +0000

This article was written by Anna Andrianova for RUSSIA: BEYOND THE HEADLINES on November 3, 2011 Russia is aware of the damage its reputation is inflicting on the country’s ability to attract foreign direct investment and trade partners, according to Deputy Minister of Economic Development Stanislav Voskresensky. In his keynote address at the recent Russian [...]

Russian Trade, Investment Opportunities

Kyle — Wed, 09 Nov 2011 14:39:16 +0000

John Connor talks about the outlook for Russia’s World Trade Organization membership, investment opportunities and the growth of the country’s tourism and “low-end” automobile production. Connor speaks on Bloomberg Television’s “InBusiness with Margaret Brennan.” (Source: Bloomberg)

Russian Stock Investment Strategy

Kyle — Thu, 29 Sep 2011 21:55:22 +0000

John Connor talks about investment opportunities in Russia’s equity market and strategy. Connor speaks on Bloomberg Television’s “InBusiness with Margaret Brennan.” (Source: Bloomberg)

Russia’s Dynamic Duo

Kyle — Thu, 29 Sep 2011 16:21:36 +0000

Last Saturday was a “historic” moment in Russia. At the political convention of United Russia, President Dmitry Medvedev announced that Vladimir Putin would stand for election as Russia’s next President when elections occur next March. Putin then took the podium and announced that Medvedev would be asked to form the next Cabinet after this December’s [...]

The Future Of European Gas

Kyle — Wed, 14 Sep 2011 20:09:48 +0000

Last week, Russian Prime Minister Vladimir Putin launched a major pipeline that will start pumping gas to Western Europe as soon as next month. With the click of a computer mouse in front of flashing cameras, Putin opened the valve to let the gas into the first Nord Stream pipeline at the Portovaya compressor station [...]