- US Transferring Russian Assets to Ukraine Will Hollow out US Credibility (Global Times)
- ‘Just So Full of Autocracies’: For the Freedom 100 Emerging Markets ETF, Outperformance in 2022 Goes Beyond Nixing China (Market Watch)
- Gold Market Roiled As Mystery Buyer Waves In 300 Tonnes (Zero Hedge)
- An Asian Bretton Woods? (Goldmoney)
- A New Conversion Option for (large) Holders of Russian ADRs and GDRs (Undervalued Shares)
- Geopolitics: The World is Splitting Into Two (Goldmoney)
- Russia Proposes New Standard To Compete With RIGGED London Bullion Market Association (LBMA) (Capitalist Exploits via Zero Hedge)
- Japanese Companies Appear To Be “In No Rush” To Exit Operations In Russia (Zero Hedge)
- Putin and Xi’s Bet on the Global South (WSJ)
- Russia Now Demands Rubles For Grain As World’s Largest Wheat Exporter (Zero Hedge)
- Russia Is Winning the Financial War (Lewrockwell.com)
- Russia’s Bourse to Start Trading HK Stocks (Asia Times)
- Just Say No – China Has Sprung a Debt Trap on Many Developing Countries (Financial Times)
- Russia is Winning Battle to Control the World’s Wheat (The Times)
- FLASHBACK: 10 Charts That Explain Russia (Forbes)
- The Economic Impact of a Boycott on Russian Fossil Fuels (RaboResearch)
- Importance of the Russian and Chinese Economies Has Been Grossly Underestimated – FX & PPP (@RnaudBertrand)
- The Renminbi’s Creeping Internationalisation (BNP Paribas)
- Russia Ukraine War’s Global Impact (MetLife Investment Management)
- Russia, Ukraine and China (Franklin Templeton)
- Investment Implications of the Russian Invasion (Franklin Templeton)
- Emerging Markets: Politics and Elections in 2021 (Wellington Management)
- Russia: Tread Cautiously Into 2021 (Wellington Management)
- Japan’s Phased Reduction of Coal Power Means Closer Links to Russia (The Asset)
- Top Risks 2019: Bad Seeds (Eurasia Group)
- 4 Reasons Ruble Bulls are Optimistic About Russia’s Currency (MarketWatch)
- Decoding Russia’s Tech Sector: A Future Alternative to Oil? (Hermes Investment Management)
- 2017 Global Retail Development Index (ATKearney)
- Russia’s Oil Industry Powers On Despite Sanctions (WSJ)
- Russia to Price Its Own Oil (Bloomberg)
- Which Emerging Markets Have the Most Leveraged Stocks? (Bloomberg)
- Russia Continues to Look East to Asia (CNBC)
- Russia Consumer Confidence Falls in Latest Nielsen Survey
- Key Findings: Credit Suisse Emerging Markets Consumer Survey
- Emerging Market CDS Volume Up 46% in 2014 (EMTA)
- Heatmap: Structure of Russian Exports (Research Affiliates)
- Jupiter’s Croft: If History Repeats Itself, Russian Stocks Could Double (FE Trustnet)
- Henderson’s Bennett: “No Real Emerging Europe, We Have Got Submerging Europe” (Citywire)
- Putin Wants to Help Coca-Cola’s Russian Competitors (NY Observer)
- In “Targeted Sanctions,” Putin Spanks Obama at a Russian Art Gallery (Reason.com)
- Private Equity Group Blackstone to pull out of Russia (FT)
- The State of Big Emerging Markets on One Giant Map (BI)
- Do You Need to Putin-proof Your Portfolio? (FE Trustnet)
- Gazprombank GPB Hires Former Senators Lott and Breaux to Fight Russia Sanctions (CPI)
- Russia Moves Up 11 Places in the Global Competitiveness Report (MT)
- Russian Stocks and the Ruble to Remain Under Pressure (Capital Economics)
- State Street Global Advisors’ CIO: Russia Stocks Could See Further Selloffs (FE Trustnet)
- Sanctions Will Impact Russian Arctic, Deepwater & Shale Oil Exploration (FT)
- 2014 BCG Local Dynamos: 50 Emerging Market Consumer Companies to Watch (BCG)
- Volkswagen Hit By Falling Emerging Market Sales (FT)
- The Next Macau & Las Vegas? Crimea and Sochi See Future as Gambling Centers (MT)
- What Russia Sanctions? Russia’s Rosneft and BP Sign Long-Term Oil Deal (MT)
- Russia’s Mechel to Dump US and Other Assets to Focus on Asia (MT)
- Emerging Markets in the East Converging With Developed Markets in the West (Create Research)
- FPA Crescent (FPACX) Fund Makes Some Interesting Emerging Market Stock Bets (Kiplinger)
- ING IM’s Ruijer: China and the Fed are the Biggest Risks to Frontier Markets (Citywire)
- Will the Russia-China Gas Deal Give Japan Energy Security? (Reuters)
- The Crimea: Already The Next Hot Real Estate Market? (MT)
- Why Emerging Markets Are Back in Style for Investors (Breakout)
- Russia Pivoted East to Asia 800 Years Before Obama (MT)
- Who Are Russia’s Middle Class? Some Facts and Figures (MT)
- What Russia Sanctions? IBM East Europe/Asia Signs the First Contract at the St. Petersburg International Economic Forum (ITAR-TASS)
- Comparing Putin’s vs Michelle Obama’s China Trips: 40+ Business Deals vs. What?
- Mark Mobius’s Favorite Emerging Markets: Indonesia, Russia, Brazil, Vietnam and South Africa (WSJ)
- The Coming Eurasian Century: Russia and China are De-Dollarizing. Is “Pipelineistan” Coming?
- China / Russia Stock Market Charts Suggest Investing Early in Frontier Markets (Like Africa) Pay Off (Telegraph)
- Franklin Templeton’s $7.6bn Bond Bet on the Ukraine is 6X Bigger Than its Russian Bond Holdings (EM)
- Investors Trapped in Russian Bonds Find Buyers in Kazakhstan (Bloomberg via Yahoo!)
- There Are Massive, Record Breaking “Mystery Buyers” In Gold All Of A Sudden (QTR Finance Substack)
- Japan’s Exports of Sanctions-exempt Used Vehicles to Russia Surge (Kyodo News)
- Russia’s Exclusion Potentially Paves Way For India Into Global Bond Index (Bloomberg)
- Russia’s Top Gold Producer Sells $670 Million of Bonds in Yuan (Caixin)
- The Fat Russian Lady is Getting Ready To Sing For The LBMA (GoldFix)
- Coca-Cola Bottler to Detail Costs of Exiting Russia (Reuters)
- Russia And China Officially Announce a “New Global Reserve Currency” (QTR’s Fringe Finance)
- The State of Russian DRS: An Update (Undervalued Shares)
- Who’s Still Buying Fossil Fuels From Russia? (Visual Capitalist)
- EXPLAINER: What’s the Impact of a Russian Debt Default? (AP)
- US Quietly Urges Russia Fertilizer Deals to Unlock Grain Trade (Bloomberg)
- Africans ‘Victims’ of the Ukraine War, AU Head Tells Putin (DW)
- EU Slowly Weening Off Russian Crude Gives Moscow Time To Divert Flows To Asia (Zero Hedge)
- Yen, Supply Chain Chaos Send Japan Manufacturers Home (Bloomberg)
- Ukraine War Poses a Threat to EU Industry (RaboResearch)
- How Russia Avoids Oil Sanctions: Transfer-At-Sea To “Destination Unknown” (Mish Talk)
- Sanctions on Russia: Disruptions in Emerging Markets (Global Risk Institute)
- EMEA Companies Most Exposed to Russia (FitchRatings)
- Fallout From Russia’s Invasion of Ukraine Has the Potential to Impact SA’s Economy (BusinessReport)
- Global Emerging Markets: Country Allocation Review, H1 2021 (Federated Hermes)
- Global Emerging Markets: Country Allocation Review 2021 (Federated Hermes)
- Time to Revise Outdated Perceptions of Russia? (Franklin Templeton)
- Russia’s Path to Credit Strength Amid Biting Sanctions (PGIM Fixed Income)
- Emerging Market Debt: Russian Sanctions and a Possible U.S./China Trade War (Vontobel)
- Putin Gearing Up for 2024 (Robeco)
- Emerging Markets: Why Politics Matter in 2018 (Hermes)
- Downgraded Countries Were Top Emerging Market Performers in 2016 (IOL)
- The World’s Biggest Sovereign Debt Defaults (CNBC)
- Molotovs and Death Threats: Russian Debt Collectors Go Medieval (BloombergBusiness)
- Oppenheimer’s Leverenz Blames “Radical Collapse” in FX Markets for Poor Performance (WSJ)
- Pick Stocks, Not Countries, in Emerging Markets (FE Trustnet)
- The 15 Most Miserable Emerging Market Economies (Bloomberg)
- Russia, Kazakhstan and China are Buying Gold (The Diplomat)
- Income Ideas From Emerging Markets (Institutional Investor)
- Graph: The Structure of Russia’s Foreign Debt (Research Affiliates)
- Resolving the SE Ukraine Conflict Would be a “Massive Buy Signal” for Russia (CNBC)
- Margetts’ Ricketts: Low Oil Prices Mean Asia and Emerging Market Funds Can Keep Rallying (FE Trustnet)
- Russians Are Fed Up – With America & Its President “Maximka” (NY Observer)
- Russia Billionaire’s Jailing Unleashes the Shorts on Mobile TeleSystems OJSC (Bloomberg)
- Russia as Golf’s New Frontier (WSJ)
- How Canaccord Genuity’s Oliver is Hedging for Iraq & Ukraine Turmoil (FE Trustnet)
- Infographic: Russia’s Sphere of Influence in Context (VOX)
- China Still Leads the BRICs in the Global Competitiveness Report
- Despite Centuries of Dire Predictions, Why Russia Isn’t Going Away (NI)
- Coutts CIO: Russian Stocks Now Appear Attractive (FE Trustnet)
- Russia’s EU Food Ban a Blessing in Disguise for Shipping Companies (MT)
- Russia Troubles Hit Emerging Markets – Including Emerging Europe (Barron’s)
- Bulgaria Goes Nuclear on Russia with a $5B Deal with Westinghouse (MT)
- BRICs Morphing Into an Anti-dollar Alliance (MT)
- Russian Equities are at “Too Big a Discount” (CNBC)
- Gift Ideas: A £2,500 Gold iPhone with Vladimir Putin’s Face Engraved On It (Telegraph)
- Artemis’ Edelsten: Emerging Markets are Expensive With the Exception of China (What Investment)
- Analysts Favor Currencies Like the Mexican Peso, Won and Zloty (WSJ)
- S&W’s McGrath: Emerging Markets Are at the Perfect Entry Point (FE Trustnet)
- India ETF Flows Touch $1.5 Billion, Highest Among its BRIC Peers (Economic Times)
- FATCA Fallout: Russia’s #2 Bank VTB to Stop Servicing Russia-Based US Clients (MT)
- Emerging Market Hedge Fund Assets Rise to a Record Despite Russian Losses (PR)
- Invest in Poorer Performing Emerging Markets for Better Gains? (CNBC)
- The BIG Loser in the Russia-China Gas Deal? Australia (SMH)
- Russian Stocks Are Trading Cheaper Than Half of Their Book Net Asset Value (MT)
- Old Russia Hands’ Poll: Where Will Russia’s Economy Be in 5 Years? (MT)
- Russia and China to Build a Rail Bridge Across the Amur River (PR)
- Mark Mobius’s Emerging Markets Outlook (WSJ)
- Emerging Market Investors Need to Think Beyond Investing in the BRICs (II)
- Russia Promises Guaranteed Support If You Invest in the Crimea (RIA)
- What Crisis? Cashing in on Russia’s Middle Class Real Estate Boom (fDi)
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