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Strategy
Date
Subject
Company
Sector
File
June 15, 2010
Surviving and Thriving; Domestic economy and corporate profits improving, but valuations reflect crisis conditions
April 13, 2010
Accelerating Growth Drivers; Global themes dominant, domestic sectors next
March 26, 2010
Russia Equity Valuations; Identifying Stocks With Best Upside Potential
February 9, 2010
Investor’s Russia View – Hopeful But Waiting; Reluctant to commit too early
December 2, 2009
Russia Remont; Shifting To A Domestic-Investment Bias
November 19, 2009
Investor Activity in Russia; Big-Money Funds Are Coming Back
November 12, 2009
Laying It Out; President Lists Problems, Urges Change
November 11, 2009
Debt and Deficits Create Huge Supply; $55 bln Equity Issuance in 2010-11
October 22, 2009
Adding Beta To Possible Correction; VEB Thinking Of Selling
October 5, 2009
Cutting Equity Market Risk; Lower Risk Free Rate = Higher Market Value
September 19, 2009
Equity Market Snapshot; Up 70% Year-to-date, The Market Faces A Tougher Autumn
September 7, 2009
Russia’s Development Path; Main Principles Have Been Identified, But Progress Is Slow
August 20, 2009
Buy With A Close Stop-Loss; What to expect
August 19, 2009
Need For Investment Apparent; Fallout From Power Plant Accident
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