Fidelity’s metavervse; Moonfare’s expansion; Acronyms are bad for your wealth; DBS’s results; Schroders ESG self-reflection; China stock doldrums; advertising; and much more.
Tag: Russia
The FSA Spy market buzz – 11 March 2022
Chinese stock carnage; Cheap in Russia; When is defence an ESG play? Kangaroo market; Inflation bonanza; Reasons to sell; Russian company exits; Advertising from Janus Henderson; and much more.
Index providers ditch Russia stocks
FTSE Russell and MSCI exclude Russia equities from their major indices.
High energy prices will last for months
Franklin Templeton believes Russia’s invasion of Ukraine will have a long-term impact on European economies.
Russia-exposed mutual funds suspend trading
However, Hong Kong and Singapore retail funds have limited allocations to Russian equities, according to Morningstar.
Russia: hidden potential or value trap?
Russian equities have way outperformed other key markets and yet remain comparatively cheap.
Russia’s resurgent funds defy headwinds
Russia’s stock market performance during the past three years has been resilient despite the external pressures of US-EU sanctions and fluctuating commodity prices.
Are there opportunities in risky Russia?
The country’s economy remains overwhelmingly dependent on oil and gas.
Bottom-fishing in Russia
This week’s volatility in Russia’s stock market presents buying opportunities, however the market’s structural flaws mean that investors need cast-iron stomachs to weather more such events in the future.
HSBC GAM: Russia opportunities outside energy sector
The equity market in Russia had a miserable 2017, but it may perform better in 2018 due to the expectation of interest rate cuts and an expanding domestic economy, said Nick Timberlake, head of equities at HSBC Global Asset Management.
