Sanctions' silver lining: The resilience of Russia's world-beating stock market
Jacob Grapengiesser, Partner & Head of Eastern Europe, East Capital
About this talk
Russia, suddenly, seems reassuringly boring. The ruble is no longer whipsawed by oil. Corporate governance is improving, and reserves are approaching the magic 7% of GDP beyond which lies economic stimulus. There’s even a thaw in relations with Ukraine. With valuations among the cheapest in emerging markets, now is the time to take a closer look at Russia.
Understand how to approach Russia’s unloved stock market in our live webcast with East Capital’s Jacob Grapengiesser, in interview with the emerging markets author and journalist Gavin Serkin.