Category Archives: Views

Blog: Investors shy away from Russia's bubbling equity market

Investors fishing for emerging markets prefer to cast their line for commodities in Brazil rather than cast into Russia’s waters. The latest data last week from Emerging Portfolio Fund Research indicate new inflows into funds covering Brazil worth $462m while Russia funds reported a measly intake of $18m. While capital flows into Russia-dedicated funds dipped… Continue Reading

BRIC banks being built to last

Banks in the BRIC world of emerging markets are in better nick than their counterparts in the US and Europe, according to Allianz Global Investors, one of the world’s largest active fund managers. Allianz, a investment subsidiary of the German insurer with £850bn under management, said the lack of exposure to the toxic assets plaguing… Continue Reading

Blog: The Revolution is dead, long live the USSR

The respective orange, rose and tulip revolutions of Ukraine, Georgia and Kyrgyzstan have wilted less than six years since they first blossomed. The 2005 Tulip Revolution, which overthrew the government of President Askar Akayev in Kyrgyzstan, did not transform this Central Asian republic into a blooming garden. The same is true of Georgia and Ukraine,… Continue Reading