Hi [[ session.user.profile.firstName ]]

Russia and Eastern Europe in a context of Corona virus and oil price wars

We invite you to join us for a webinar where Jacob Grapengiesser, Head of Eastern European Investments & Deputy CIO, will provide an update from the ground in Russia and Eastern Europe. He will discuss the impact on economic activity and markets, and present our outlook going forward.
Duration: 30 min
Recorded Mar 25 2020 44 mins
Your place is confirmed,
we'll send you email reminders
Presented by
East Capital: Jacob Grapengiesser, Deputy CIO
Presentation preview: Russia and Eastern Europe in a context of Corona virus and oil price wars

Network with like-minded attendees

  • [[ session.user.profile.displayName ]]
    Add a photo
    • [[ session.user.profile.displayName ]]
    • [[ session.user.profile.jobTitle ]]
    • [[ session.user.profile.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(session.user.profile) ]]
  • [[ card.displayName ]]
    • [[ card.displayName ]]
    • [[ card.jobTitle ]]
    • [[ card.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(card) ]]
  • Channel
  • Channel profile
  • Frontier and smaller emerging markets Oct 27 2020 2:00 pm UTC 45 mins
    East Capital: Emre Akcakmak, Portfolio Advisor and responsible for Frontier Market investments
    Frontier and smaller emerging markets: Outlook beyond covid-19 and positioning for a catch-up

    Join us for a webinar where Emre Akcakmak (Portfolio Advisor and responsible for Frontier Market investments at East Capital, based in Dubai) will discuss the economic outlook in frontier and small emerging markets in the Covid-19 world and how the recent underperformance has created a strong catch-up potential for equities in these markets. Emre will also discuss how we find great stock picking opportunities beyond indices in these under-researched markets.

    Live online on Tuesday 27 October at 15:00 CET.
  • The impact of COVID-19 on Emerging Markets – three investment perspectives Recorded: Jun 4 2020 47 mins
    Charles Robertson (Renaissance Capital), Marcus Svedberg (AP4), Jacob Grapengiesser & Karine Hirn (East Capital)
    Welcome to a webinar where we will be discussing investments in Emerging Markets in the midst of the COVID-19 pandemic. Join the conversation with an economist, an asset owner and an active investment manager who will share how they address the current situation and which opportunities they see.

    The panel will be moderated by Hong-Kong based Karine Hirn, Partner at East Capital, and consist of three seasoned speakers:
    • Charles Robertson, Global Chief Economist, Renaissance Capital
    • Marcus Svedberg, Investment strategist, Fourth Swedish National Pension Fund
    • Jacob Grapengiesser, Deputy CIO, East Capital
  • China A-shares: economy resumption and market outlook in a post-lockdown context Recorded: May 6 2020 47 mins
    East Capital: Dmitriy Vlasov, Portfolio Manager
    Join us for a webinar where Dmitriy Vlasov (Portfolio Manager covering A-shares, based in Hong Kong) will discuss current market outlook in China after the re-start of the economic activity. To assess the momentum in China A-shares, we will comment about recent economic trends, first quarter earnings’ results and portfolio positioning in a post-outbreak world; following this general part, the discussion will be focusing on Healthcare, one of the sectors we favor in the present context. Duration: 45 min.
  • How to address opportunities in frontier markets during a global shock Recorded: Apr 15 2020 40 mins
    East Capital: Emre Akcakmak, Portfolio Advisor
    Join us for a webinar where Emre Akcakmak (Portfolio Advisor and responsible for Frontier Market investments at East Capital, based in the UAE) will discuss how to address investment opportunities in frontier and small emerging markets. Besides discussing the current situation and detailing our specific approach, Emre will also share his views on what we could expect in the short and medium term. Duration: 45 min.
  • The Corona crisis – Implications for global emerging and frontier markets Recorded: Apr 1 2020 42 mins
    East Capital: Anders Borg, Advisor
    Join us for a webinar where Anders Borg (former Finance Minister of Sweden and current East Capital advisor) will discuss the Corona crisis’ impact on emerging and frontier economies and financial markets.
    Anders Borg was Finance Minister during the global financial crisis. He will share his reflections on current efforts by governments and Central Banks around the world, while providing his views on appropriate policies for reducing the negative impact of the current crisis as well as the outlook going forward. Duration: 45 min.
  • Russia and Eastern Europe in a context of Corona virus and oil price wars Recorded: Mar 25 2020 44 mins
    East Capital: Jacob Grapengiesser, Deputy CIO
    We invite you to join us for a webinar where Jacob Grapengiesser, Head of Eastern European Investments & Deputy CIO, will provide an update from the ground in Russia and Eastern Europe. He will discuss the impact on economic activity and markets, and present our outlook going forward.
    Duration: 30 min
  • China A-shares – relative resiliency amidst coronavirus fears Recorded: Mar 19 2020 43 mins
    East Capital: Dmitriy Vlasov, Portfolio Manager
    We invite you to join us for a live webinar with an update on recent developments in China related to coronavirus and resumption of economic activity, as well as measures by the Chinese government to support economic activity and financial stability. Key discussion points will be the attractiveness of China A-shares relative to EM and DM equity markets, outlook and portfolio positioning in the short and long term. Duration: 30 min.
  • Outlook for sustainable emerging markets investments in uncertain times Recorded: Oct 31 2019 33 mins
    East Capital: Jacob Grapengiesser, Partner & Anders Borg, Advisor
    East Capital’s Partner and Deputy CIO, Jacob Grapengiesser, and former Swedish Finance Minister and current East Capital Advisor, Anders Borg, covering the state of affairs in global emerging markets, focusing on a global perspective on growth and risk, the outlook for emerging market equities in this context, and how to strategically invest with the aim of optimizing risk mitigation and upside maximization using a holistic approach to sustainability and ESG.
  • Sanctions' silver lining: The resilience of Russia's world-beating stock market Recorded: Oct 15 2019 33 mins
    Jacob Grapengiesser, Partner & Head of Eastern Europe, East Capital
    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.
  • Frontier markets: Accessing growth while limiting risk Recorded: Sep 25 2019 31 mins
    Emre Akcakmak, Portfolio Advisor, East Capital
    Mention frontier markets to the average investor, and listen for a sharp intake of breath and woe betide warnings of extreme risk. Here’s the point they’re missing: annual volatility has been consistently lower across the frontier than in emerging or developed markets, and with lower correlation to global shocks.
    East Capital Portfolio Advisor Emre Akcakmak scours the world for the most compelling investment opportunities in the first of a series of webinar interviews with emerging markets author and journalist Gavin Serkin.
    Register to find out more and pose your questions.
  • China A-Shares: Smart hedge on Trump-Xi trade talks Recorded: Jun 5 2019 31 mins
    Dmitriy Vlasov, Portfolio Manager, East Capital
    As most world markets face a binary outlook dependent on a breakthrough in the US-China trade talks, the surprise outperformer is domestic A-shares. East Capital portfolio manager Dmitriy Vlasov assesses opportunities in the second-biggest equity market globally in a special webinar interview with emerging markets author and journalist Gavin Serkin.
News and views on emerging and frontier markets
An independent asset manager specialised in emerging and frontier markets. Since day one, we have set out to be a long-term, active and responsible investor.

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: Russia and Eastern Europe in a context of Corona virus and oil price wars
  • Live at: Mar 25 2020 10:00 am
  • Presented by: East Capital: Jacob Grapengiesser, Deputy CIO
  • From:
Your email has been sent.
or close