Investing in Eastern Europe Emerging Market News

AmRest (WSE: EAT / FRA: 1QT / OTCMKTS: ARHOF): A Leading European Restaurant Operator Still Below Pre-COVID Highs

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PZU (WSE: PZU / FRA: 7PZ / FRA: 7PZ0): Poland and the CEE’s Largest Financial Conglomerate

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Pekao (WSE: PEO / FRA: BP1): Poland’s Second Largest Bank Positioned for a Polish Growth Slowdown

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PKO Bank Polski (WSE: PKO / FRA: P9O): Poland’s Largest Bank That Also Owns a Bank in Ukraine

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Redefine Properties Ltd (JSE: RDF / BLN: R7H1): Load Shedding Hits Earnings-Dividends But There is Growth in Poland

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PKN Orlen (WSE: PKN / FRA: PKY1): Russian Oil Sanctions Bite But Looks to Expand in Germany Plus Pays Record Dividends

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Anadolu Efes (IST: AEFES / FRA: EF41 / OTCMKTS: AEBZY): Bridging the East-West Divide With Beer & Soft Drinks

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US Transferring Russian Assets to Ukraine Will Hollow out US Credibility (Global Times)

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EMs With Stronger Fundamentals Should See Inflows (Capital Group)

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Emerging Markets Debt: Springtime in January? (Barings)

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Investors Trapped in Russian Bonds Find Buyers in Kazakhstan (Bloomberg via Yahoo!)

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‘Just So Full of Autocracies’: For the Freedom 100 Emerging Markets ETF, Outperformance in 2022 Goes Beyond Nixing China (Market Watch)

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There Are Massive, Record Breaking “Mystery Buyers” In Gold All Of A Sudden (QTR Finance Substack)

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Japan’s Exports of Sanctions-exempt Used Vehicles to Russia Surge (Kyodo News)

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Emerging-Market Capital Outflow Risk Rises With US Dollar (Bloomberg)

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Reflections on the Ukraine Crisis: Watershed for EM Investing? (Acadian)

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An Asian Bretton Woods? (Goldmoney)

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Russia’s Exclusion Potentially Paves Way For India Into Global Bond Index (Bloomberg)

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A New Conversion Option for (large) Holders of Russian ADRs and GDRs (Undervalued Shares)

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Russia’s Top Gold Producer Sells $670 Million of Bonds in Yuan (Caixin)

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Geopolitics: The World is Splitting Into Two (Goldmoney)

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The Fat Russian Lady is Getting Ready To Sing For The LBMA (GoldFix)

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Russia Proposes New Standard To Compete With RIGGED London Bullion Market Association (LBMA) (Capitalist Exploits via Zero Hedge)

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Coca-Cola Bottler to Detail Costs of Exiting Russia (Reuters)

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Japanese Companies Appear To Be “In No Rush” To Exit Operations In Russia (Zero Hedge)

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Russia And China Officially Announce a “New Global Reserve Currency” (QTR’s Fringe Finance)

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These Are The Countries With The Highest Default Risk (Zero Hedge)

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Putin and Xi’s Bet on the Global South (WSJ)

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The State of Russian DRS: An Update (Undervalued Shares)

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Russia Now Demands Rubles For Grain As World’s Largest Wheat Exporter (Zero Hedge)

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Who’s Still Buying Fossil Fuels From Russia? (Visual Capitalist)

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Russia Is Winning the Financial War (Lewrockwell.com)

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EXPLAINER: What’s the Impact of a Russian Debt Default? (AP)

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Russia’s Bourse to Start Trading HK Stocks (Asia Times)

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US Quietly Urges Russia Fertilizer Deals to Unlock Grain Trade (Bloomberg)

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Africans ‘Victims’ of the Ukraine War, AU Head Tells Putin (DW)

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Russia is Winning Battle to Control the World’s Wheat (The Times)

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EU Slowly Weening Off Russian Crude Gives Moscow Time To Divert Flows To Asia (Zero Hedge)

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FLASHBACK: 10 Charts That Explain Russia (Forbes)

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Yen, Supply Chain Chaos Send Japan Manufacturers Home (Bloomberg)

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The Economic Impact of a Boycott on Russian Fossil Fuels (RaboResearch)

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Ukraine War Poses a Threat to EU Industry (RaboResearch)

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Importance of the Russian and Chinese Economies Has Been Grossly Underestimated – FX & PPP (@RnaudBertrand)

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How Russia Avoids Oil Sanctions: Transfer-At-Sea To “Destination Unknown” (Mish Talk)

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The Renminbi’s Creeping Internationalisation (BNP Paribas)

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Sanctions on Russia: Disruptions in Emerging Markets (Global Risk Institute)

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Russia Ukraine War’s Global Impact (MetLife Investment Management)

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EMEA Companies Most Exposed to Russia (FitchRatings)

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Russia, Ukraine and China (Franklin Templeton)

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Fallout From Russia’s Invasion of Ukraine Has the Potential to Impact SA’s Economy (BusinessReport)

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Investment Implications of the Russian Invasion (Franklin Templeton)

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Global Emerging Markets: Country Allocation Review 2021 (Federated Hermes)

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Russia: Tread Cautiously Into 2021 (Wellington Management)

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Time to Revise Outdated Perceptions of Russia? (Franklin Templeton)

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Japan’s Phased Reduction of Coal Power Means Closer Links to Russia (The Asset)

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Russia’s Path to Credit Strength Amid Biting Sanctions (PGIM Fixed Income)

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Top Risks 2019: Bad Seeds (Eurasia Group)

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Emerging Market Debt: Russian Sanctions and a Possible U.S./China Trade War (Vontobel)

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4 Reasons Ruble Bulls are Optimistic About Russia’s Currency (MarketWatch)

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Emerging Market Monitor: Inflation in Central & Eastern Europe (Pictet Asset Management)

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Putin Gearing Up for 2024 (Robeco)

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Decoding Russia’s Tech Sector: A Future Alternative to Oil? (Hermes Investment Management)

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Emerging Markets: Why Politics Matter in 2018 (Hermes)

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How Eastern European Populism is Different (Project Syndicate)

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East-west Clash as Czechs Vote for New President (AFP)

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Poland: The Next Economic Powerhouse? (NYT)

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2017 Global Retail Development Index (ATKearney)

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Downgraded Countries Were Top Emerging Market Performers in 2016 (IOL)

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Poland to End Bond Ban for Pension Funds (Bloomberg)

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Russia’s Oil Industry Powers On Despite Sanctions (WSJ)

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Arena Hospitality IPO to be Croatia’s Largest in 9 Years (Total Croatia News)

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Bloomberg’s Misery Index’s Most Miserable Emerging Markets

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Five Interesting Trends in Poland’s Economy for Investors (Mobius Blog)

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The World’s Biggest Sovereign Debt Defaults (CNBC)

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Russia to Price Its Own Oil (Bloomberg)

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Molotovs and Death Threats: Russian Debt Collectors Go Medieval (BloombergBusiness)

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Which Emerging Markets Have the Most Leveraged Stocks? (Bloomberg)

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Emerging Market Risk Ranking: Most Vulnerable to the Strongest (FT)

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Pick Stocks, Not Countries, in Emerging Markets (FE Trustnet)

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Russia Consumer Confidence Falls in Latest Nielsen Survey

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Nielsen Global Survey of Consumer Confidence for Q1 2015

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The 15 Most Miserable Emerging Market Economies (Bloomberg)

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New Fragile Five Facing a Forex Crisis: Argentina, Brazil, South Africa, Ukraine & Venezuela (Institutional Investor)

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Key Findings: Credit Suisse Emerging Markets Consumer Survey

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Russia, Kazakhstan and China are Buying Gold (The Diplomat)

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Fortune Magazine: Seven Emerging Markets to Invest in Now

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Emerging Market CDS Volume Up 46% in 2014 (EMTA)

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Fortune Magazine’s Best Emerging Markets to Invest in Now

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Income Ideas From Emerging Markets (Institutional Investor)

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Heatmap: Structure of Russian Exports (Research Affiliates)

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Graph: The Structure of Russia’s Foreign Debt (Research Affiliates)

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Jupiter’s Croft: If History Repeats Itself, Russian Stocks Could Double (FE Trustnet)

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Statistics on Swiss Franc Exposure in Central/Eastern Europe Lending (Reuters)

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Don’t Worry About Swiss Franc Mortgages in Poland? (FT)

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Resolving the SE Ukraine Conflict Would be a “Massive Buy Signal” for Russia (CNBC)

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Henderson’s Bennett: “No Real Emerging Europe, We Have Got Submerging Europe” (Citywire)

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Margetts’ Ricketts: Low Oil Prices Mean Asia and Emerging Market Funds Can Keep Rallying (FE Trustnet)

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Putin Wants to Help Coca-Cola’s Russian Competitors (NY Observer)

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Russians Are Fed Up – With America & Its President “Maximka” (NY Observer)

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In “Targeted Sanctions,” Putin Spanks Obama at a Russian Art Gallery (Reason.com)

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Russia Billionaire’s Jailing Unleashes the Shorts on Mobile TeleSystems OJSC (Bloomberg)

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Private Equity Group Blackstone to pull out of Russia (FT)

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Russia as Golf’s New Frontier (WSJ)

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Best Consumer Stocks for Emerging Market Investors (Morningstar)

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The State of Big Emerging Markets on One Giant Map (BI)

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How Canaccord Genuity’s Oliver is Hedging for Iraq & Ukraine Turmoil (FE Trustnet)

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Do You Need to Putin-proof Your Portfolio? (FE Trustnet)

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Infographic: Russia’s Sphere of Influence in Context (VOX)

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Gazprombank GPB Hires Former Senators Lott and Breaux to Fight Russia Sanctions (CPI)

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China Still Leads the BRICs in the Global Competitiveness Report

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Russia Moves Up 11 Places in the Global Competitiveness Report (MT)

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Despite Centuries of Dire Predictions, Why Russia Isn’t Going Away (NI)

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Russian Stocks and the Ruble to Remain Under Pressure (Capital Economics)

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Coutts CIO: Russian Stocks Now Appear Attractive (FE Trustnet)

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State Street Global Advisors’ CIO: Russia Stocks Could See Further Selloffs (FE Trustnet)

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Russia’s EU Food Ban a Blessing in Disguise for Shipping Companies (MT)

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Sanctions Will Impact Russian Arctic, Deepwater & Shale Oil Exploration (FT)

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Russia Troubles Hit Emerging Markets – Including Emerging Europe (Barron’s)

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2014 BCG Local Dynamos: 50 Emerging Market Consumer Companies to Watch (BCG)

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Bulgaria Goes Nuclear on Russia with a $5B Deal with Westinghouse (MT)

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Online Travel Booking Revenue from Emerging Markets is Surging (Travel Weekly)

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Volkswagen Hit By Falling Emerging Market Sales (FT)

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BRICs Morphing Into an Anti-dollar Alliance (MT)

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The Next Macau & Las Vegas? Crimea and Sochi See Future as Gambling Centers (MT)

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Russian Equities are at “Too Big a Discount” (CNBC)

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What Russia Sanctions? Russia’s Rosneft and BP Sign Long-Term Oil Deal (MT)

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Gift Ideas: A £2,500 Gold iPhone with Vladimir Putin’s Face Engraved On It (Telegraph)

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Russia’s Mechel to Dump US and Other Assets to Focus on Asia (MT)

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Artemis’ Edelsten: Emerging Markets are Expensive With the Exception of China (What Investment)

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Emerging Markets in the East Converging With Developed Markets in the West (Create Research)

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Hungary, Poland, Mexico and South Korea Poised to Handle a Pull Back in US Monetary Stimulus (WealthManagement.com)

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Analysts Favor Currencies Like the Mexican Peso, Won and Zloty (WSJ)

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FPA Crescent (FPACX) Fund Makes Some Interesting Emerging Market Stock Bets (Kiplinger)

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S&W’s McGrath: Emerging Markets Are at the Perfect Entry Point (FE Trustnet)

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ING IM’s Ruijer: China and the Fed are the Biggest Risks to Frontier Markets (Citywire)

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India ETF Flows Touch $1.5 Billion, Highest Among its BRIC Peers (Economic Times)

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FATCA Fallout: Russia’s #2 Bank VTB to Stop Servicing Russia-Based US Clients (MT)

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How ECB QE Could Impact Emerging Markets (FT)

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The Crimea: Already The Next Hot Real Estate Market? (MT)

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Facebook Acquires Pryte for App Data Plans in Emerging Markets (ArcticStartup)

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Emerging Market Hedge Fund Assets Rise to a Record Despite Russian Losses (PR)

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British Investment Managers Increase Their Emerging Market Bets (Reuters)

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Invest in Poorer Performing Emerging Markets for Better Gains? (CNBC)

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Russia Pivoted East to Asia 800 Years Before Obama (MT)

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Emerging Markets Will Represent Over 50% of Global Vehicle Capacity in 2020 (IHS)

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Election Results in Some Fragile Five Emerging Markets Calm Investors (Reuters)

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Who Are Russia’s Middle Class? Some Facts and Figures (MT)

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Russian Stocks Are Trading Cheaper Than Half of Their Book Net Asset Value (MT)

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What Russia Sanctions? IBM East Europe/Asia Signs the First Contract at the St. Petersburg International Economic Forum (ITAR-TASS)

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Old Russia Hands’ Poll: Where Will Russia’s Economy Be in 5 Years? (MT)

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Comparing Putin’s vs Michelle Obama’s China Trips: 40+ Business Deals vs. What?

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Russia and China to Build a Rail Bridge Across the Amur River (PR)

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Mark Mobius’s Favorite Emerging Markets: Indonesia, Russia, Brazil, Vietnam and South Africa (WSJ)

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Mark Mobius’s Emerging Markets Outlook (WSJ)

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The Coming Eurasian Century: Russia and China are De-Dollarizing. Is “Pipelineistan” Coming?

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Emerging Market Investors Need to Think Beyond Investing in the BRICs (II)

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China / Russia Stock Market Charts Suggest Investing Early in Frontier Markets (Like Africa) Pay Off (Telegraph)

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Russia Promises Guaranteed Support If You Invest in the Crimea (RIA)

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Franklin Templeton’s $7.6bn Bond Bet on the Ukraine is 6X Bigger Than its Russian Bond Holdings (EM)

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Burisma Holdings, Ukraine’s Largest Private Gas Producer, Welcomes Joe Biden’s Son to the Family

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Thanks America: Ukraine Issues (US Taxpayer Backed) Bonds at 28bps Above US Treasuries

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What Crisis? Cashing in on Russia’s Middle Class Real Estate Boom (fDi)

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