Section
Russia
52 posts
It Won’t Be So Easy Next Time For Russia, But for Now There’s No Clue On What’s Going To Happen
by Hubert Marleau, Market Economist, Palos Management I have a very limited knowledge of power politics and foreign…
Guide to Geopolitical Risk: Russia-Ukraine
by Jeffrey Kleintop, CFA®, Managing Director, Chief Global Investment Strategist, Charles Schwab & Co., Inc. Markets appear to…
Why We're Bullish on Russia and Eastern Europe Right Now
by Frank Holmes, CEO, CIO, U.S. Global Investors After a challenging 2020 due to the pandemic, foreign direct…
The Resilience of Cities
by John Paul Lech, Portfolio Manager, and Sharat Shroff, Portfolio Manager, Matthews Asia Great cities have proven resilient…
Guy Haselmann: Odds and Ends
Odds and Ends by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM Fed • The Fed path to…
Pay Attention To Stock Markets Of China & Russia
by The Short Side of Long Usually at the end of every month I summarise sentiment of major…
Guy Haselmann: "The Putin Matryoshka Doll"
The Putin Matryoshka Doll by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · In a highly globalized…
Sochi Spectacular
by Bespoke Investment Group On Friday Russia welcomes the world's athletes to Sochi. Russian President and former KGB Lieutenant…
Emerging Markets Radar (December 30, 2013)
Emerging Markets Radar (December 30, 2013) Strengths The recent PMIs in Europe, where data showed growth in the…
A Surprising Way to Participate in Today’s Tech Boom
A Surprising Way to Participate in Today’s Tech Boom By Frank Holmes, CEO and Chief Investment Officer, U.S.…
Emerging Markets Radar (December 16, 2013)
Emerging Markets Radar (December 16, 2013) Strengths China’s mid-December Central Economic Work Conference closed today. The government believes…
Emerging Markets Radar (October 14, 2013)
Emerging Markets Radar (October 14, 2013) Strengths Indian automakers and consumer companies rose this week following the government’s…
Emerging Markets Radar (October 7, 2013)
Emerging Markets Radar (October 7, 2013) Strengths click to enlarge The chart above shows that the Baltic nations…
4 Reasons to Have EM Exposure Now
by Russ Koesterich, Blackrock Blog Since the Fed first signaled its intent to taper last May, emerging market…
Russia is Tough to Love, Easier to Hate, Hard for Investors to Ignore. Here's Why
By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors Russian President Vladimir Putin created a stir…
