Country Focus
From Russia With Love
A tactical opportunity has emerged whereby investors should buy Russian stocks at the expense of the remainder of the EM benchmark. To begin with, Russian equities are cheap compared to other EM. On a relative price-to-book, price-to-sales and price-to…
Interested in reading the full Daily Insight?
Read the full insight with instant access.
BCA Research | Daily Insights
Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.