Opinion

STOLYPIN: Russia’s regional challenge needs more than gubernatorial assessment

Mark Galeotti of the Czech Institute of International Relations December 7, 2016

The reforms of Russia’s new Directorate for Domestic Politics suggest that he may understand how the regions could be the Kremlin’s number one problem in the future.

MACRO ADVISOR: Uzbekistan – is this the opening of a new frontier?

Chris Weafer of Macro-Advisory December 1, 2016

There are lots of reasons for investors to be wary of Uzbekistan, but with the presidential election on December 4 the process of change has begun.

STOLYPIN: Russian security spending and the biggest threat to Russia

Mark Galeotti of the Institute for International Relations Prague November 25, 2016

The current projections for the 2017 budget suggests once again, as in Soviet times, Russia’s future is being mortgaged in the name of its military aspirations.

MACRO ADVISOR: Investors attracted by Iran potential but remain wary

Chris Weafer of Macro-Advisory November 22, 2016

Investing in Iran is a little bit like being offered a lot of money to spend one night in a spooky house. Those who hold their nerve will be rewarded, but in the meantime any possibility for peaceful sleep is out of the question.

BEAR MARKET: Russia’s peripheral reform

Bear Market Brief November 21, 2016

Russia’s economy is doing better. Though not in the sense that growth rates are set to return to their 2000s highs of between 7-8%. To get back there the country needs to privatise state owned enterprises and make some deep structural changes.

COMMENT: Market power a risk for Ukraine’s electricity market reform

Georg Zachmann of the German Advisory Group November 18, 2016

Reforms will bring the Ukrainian power sector into line with EU regulations, ushering in modernisation of infrastructure and ultimately lower production costs – if the government can get the changes past the oligarchs.

COMMENT: Opec and the scope for meaningful intervention

Carole Nakhle of Crystol Energy November 18, 2016

For the first time since 2008, Opec has announced a coordinated production cut of approximately 0.5mn b/d, limiting its total output to 32.5mn-33mn b/d. But can Opec make the cut work?

STOLYPIN: The ‘Ulyukaev Affair’ and Russia’s hybrid market

Mark Galeotti of the Institute of International Relations Prague November 17, 2016

If Putinism is a hybrid democracy, an essentially authoritarian system behind a pseudo-democratic facade, then it is also increasingly becoming a hybrid market.

ALACO DISPATCHES: Doubts raised over Georgia’s pro-Western course

Jonathan Melliss of Alaco November 11, 2016

The new government’s appetite for further European integration may weaken under the influence of a growing wave of Georgian populism.

KRUK REPORT: What does Trump’s victory mean for Ukraine?

Kateryna Kruk in Kyiv November 10, 2016

If Trump really decides to cozy up to Russia and President Vladimir Putin, Ukraine could find itself as the ‘wedding present’ in this ‘marriage’.

MACRO ADVISOR: What does a Trump presidency mean for Russia?

Chris Weafer of Macro-Advisory November 9, 2016

The question that many in Russia and those who have, or are considering investing in Russia, are asking is, what does a Trump president actually mean for Russia risk?

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