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  • 2y
    Jeff Carnes Jeff Carnes
    Thanks for your highly informative insights Nadia. What are your thoughts on any possible output deals between Russia and Saudi Arabia? So far, all I've heard have...
    2y
    Nadia Kazakova Nadia Kazakova
    Hi Jeff, strictly speaking, there is already an agreement between Russia and Saudi Arabia to freeze output at January levels. It is subject to other major oil...
  • Article / 05 January 2016 at 10:15 GMT

    Russian equities might not be a bargain

    Russia oil and gas expert
    United Kingdom
    Russian equities might not be a bargain
    Last year, the return of the MSCI Russia Index was almost exactly zero. Money could have been made by those brave enough to trade volatility and by those shrewd enough to pick the right shares. Also after two years of disappointing returns, blue chip Russian equities do not look particularly cheap.
    Read the article
    2y
    fxtime fxtime
    Great article....highlights a FX risk factor that should be built into anyones VaR model if they have diversified their stock holdings. I didn't realise some of the...
  • Article / 15 December 2015 at 11:30 GMT

    Russia-China gas megadeals turn into millstones

    Russia oil and gas expert
    United Kingdom
    Both Gazprom and Novatek are involved in massive gas projects, which seems to be hitting the buffers as oil and gas prices continue to slide. Investors might want to reassess their risks, especially in Novatek, whose share price outperformed both oil and Gazprom over the last twelve months.
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    2y
    Nadia Kazakova Nadia Kazakova
    It seems that Novatek moved a bit closer to selling 9.9% of Yamal LNG to the Chinese Silk Road Fund. See below the link to today's press...
    2y
    yuiyui yuiyui
    Thank you
    2y
    yuiyui yuiyui
    Great answer BTW
  • Article / 25 September 2015 at 9:00 GMT

    Russia's bloated head belies gems in the chain

    Russia oil and gas expert
    United Kingdom
    Russia's bloated head belies gems in the chain
    The just published ranking of Russia's top 500 companies might show, to a pessimist, a state-controlled, top heavy and commodity-dependent economy with shrinking profits. An optimist might see an economy ready to grow, just temporarily stunted and waiting for the right conditions to blossom.
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  • Article / 08 May 2015 at 10:30 GMT

    What's Xi Jinping doing in Moscow?

    Russia oil and gas expert
    United Kingdom
    What's Xi Jinping doing in Moscow?
    The Russia-China summit in Moscow on May 8-10 might be more about photo opportunities than mega deals. In all likelihood, the two nations will not get down to business until the July summit in the Russian city of Ufa.
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    3y
    Nadia Kazakova Nadia Kazakova
    Russia and China has just signed a deal on the Moscow-Kazan high speed rail link. It is a bit less ambitious (700 km or so). It could...
    3y
    ozy ozy
    anyone knows what time to release us rig count data today?
    2y
    Tepord Tepord
    Москве же в условиях геополитического одиночества имитация дружбы Пекином требуется потому, что, говоря словами Достоевского, нам "больше некуда идти".

    В китайском Политбюро это понимают и возьмут с нас...
  • Article / 15 December 2014 at 12:24 GMT

    Do Rosneft's strange bonds signal Russian QE?

    Russia oil and gas expert
    United Kingdom
    Do Rosneft's strange bonds signal Russian QE?
    Russia's largest oil company may have managed to get hold of some of the state's largesse though the back door. Its new bond issue could signal the start of Russian-style quantitative easing, but the funds are eventually likely to whip up inflation and weaken the Russian currency.
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  • Article / 27 October 2014 at 11:00 GMT

    Rosneft looking to break the bank

    Russia oil and gas expert
    United Kingdom
    Rosneft looking to break the bank
    Russia is opening up access to its reserves, using the funds to support the ruble, prop up Russian banks and financing infrastructure. Rosneft's $49 billion request, however, may prove a step too far.
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    3y
    LeTaulier_Lmi LeTaulier_Lmi
    Thanks Nadia for this very interesting article. I would like to add that Rosneft is owned by B.P. for 20%.