- Andrey Kuznetsov
- Cole Akeson
- Mikhail Sheybe
- Nikolay Minko
- Yuri Popov
Multi-Asset Sputnik. October 8, 2018 - Picking up the Pieces
The effects of the US-China trade war continue to ricochet through markets and have kept EM assets on the weak side in recent months. That said, as initial overreactions subside and investors hunt for yield and returns before year end, we see some windows of opportunity. Closer to home, we expect OPEC+ to ultimately take steps to avoid a market deficit, while Russia investors are carefully monitoring international political developments.
Sberbank CIB Investment Research is a research firm offering equity, fixed income, economics, and strategy research. It covers analysis on all aspects of Russia’s capital markets, issues and industries. The firm analyzes trends in Russia and combines local knowledge with a global perspective. It processes macroeconomic data, market and company-specific news, stock quotes and other information for providing research reports. The firm provides details and latest prices on the most traded names and most traded paper on all segments Russian market. In strategy research, it provides thematic research, tips and descriptions of the methodology used to evaluate companies.
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