Actions speak louder than words
At the 10th International Investment Forum in Sochi, Prime Minister Vladimir Putin declared that Russia is a reliable partner and a good place to do business, but investors remain skeptical. […]
Read MoreIs the West in debt to the Rest?
Developed economies may be in trouble, but those in emerging markets shouldn’t write them off yet. Official reactions in Moscow and Beijing to the debt debacle in Washington provide the […]
Read MoreТуристическая сверхдержава? Необходимо в одностороннем порядке объявить безвизовый режим для всех приезжающих в Россию из стран ОЭСР
Во время официального визита американского вице-президента Джо Байдена в Москву Россия сделала очередное предложение: ввести безвизовый режим между США и РФ. А президент Медведев накануне визита Байдена отправил такое же […]
Read MoreESC’s Toyota forecast on the money
On 29 January 2010, I posted a comment forecasting that Toyota will bounce back. Today, it was announced that Toyota retained its title as the world’s largest car manufacturer in […]
Read MoreMonthly Investment Letter – October 2010
Das Boot – Super Goldilocks – Super Cycle Leave it to the French: “The looming recession will spur a 60% drop in stocks. The unfolding liquidity-driven Emerging Markets (EM) and […]
Read MoreMonthly Investment Letter – September 2010
“There’s No Way You Can Bet Against America & Win.” Warren Buffett. There is a Russian proverb: “трудно найти чёрную кошку в тёмной комнате, особенно, если её там нет” – […]
Read MoreMonthly Investment Letter – August 2010
Russia witnessed a hot summer of burning skies over Moscow and other parts of the country, while extreme gyrations in global markets saw the MSCI Emerging Markets Europe fall a […]
Read MoreНасмешки вместо инвестиций
Пока сигналы о переменах к лучшему в России не начнут поступать из независимых источников, ждать потока инвестиций бессмысленно Приемы, с помощью которых российские власти рассчитывают сделать Москву международной финансовой Меккой, […]
Read MoreBuilding a Global Financial Center
Now that Russia’s economy is starting to recover, the Kremlin is returning to its goal of turning Moscow into a global financial center. To this end, the Kremlin is determined […]
Read MoreToyota will bounce back
Toyota’s recall of nearly 2 million cars doesn’t look good, but any company that records its first loss some 70 years after its foundation must be world class. In late […]
Read More