Despite the high potential for import substitution, Russian production is experiencing an acute shortage of domestic equipment comparable to imported quality. Thus, 65% of Russian enterprises have the potential to produce import-substituting products (25% high, 27% medium, 13% low), according to estimates by the Centre for Market Research of the...
Despite the high potential for import substitution, Russian production is experiencing an acute shortage of domestic equipment comparable to imported quality. Thus, 65% of Russian enterprises have the potential to produce import-substituting products (25% high, 27% medium, 13% low), according to estimates by the Centre for Market Research of the...
In May, the net inflow of funds to equity mutual funds was a record since February 2022, exceeding RUB2 billion. Investors showed interest in these instruments against the backdrop of the continued growth of the stock market. However, taking into account the withdrawal from the most conservative money market funds,...
In May, the net inflow of funds to equity mutual funds was a record since February 2022, exceeding RUB2 billion. Investors showed interest in these instruments against the backdrop of the continued growth of the stock market. However, taking into account the withdrawal from the most conservative money market funds,...
The May holidays only slightly reduced the activity of corporate issuers on the debt market. Over the month, they attracted more than 340 billion rouble, showing the best result for May in the entire history of observations and the second this year. Maintaining high activity of issuers is facilitated by...
The May holidays only slightly reduced the activity of corporate issuers on the debt market. Over the month, they attracted more than 340 billion rouble, showing the best result for May in the entire history of observations and the second this year. Maintaining high activity of issuers is facilitated by...
With economic activity recovering, and with last year's provisions built up, the financial sector performed strongly in early 2023. We are raising our 2023 earnings guidance for the sector by 12-60% and assigning 'Buy' ratings to Sberbank, TCS Group, Bank Saint Petersburg and Moscow Exchange.
In 1Q23, banks posted a very...
With economic activity recovering, and with last year's provisions built up, the financial sector performed strongly in early 2023. We are raising our 2023 earnings guidance for the sector by 12-60% and assigning 'Buy' ratings to Sberbank, TCS Group, Bank Saint Petersburg and Moscow Exchange.
In 1Q23, banks posted a very...
The Bank of Russia at the next meeting will keep the key rate at the current level of 7.5% per annum. We expect the CBR to keep its key rate at its current level of 7.5% at its next meeting on June 9 and slightly tighten the signal that it...
The Bank of Russia at the next meeting will keep the key rate at the current level of 7.5% per annum. We expect the CBR to keep its key rate at its current level of 7.5% at its next meeting on June 9 and slightly tighten the signal that it...
