Hints and tips:
Related Topics
...Roland Nash is senior partner and chief investment strategist at Verno Investment Research. A version of this post was previously published by bne....
...Technology has become a particularly hot sector in Russia, notes Bruce Bower, head of equity at Verno Capital, an investment manager in Moscow. “The internet is growing like a weed....
...Bruce Bower, Portfolio Manager, Verno Capital, Moscow, Russia...
...Bruce Bower of Verno Capital....
...“The whole oil services in Russia sector has a good outlook and Eurasia Drilling is the best positioned,” says Bruce Bower, portfolio manager at Verno Capital, a Moscow-based investment fund....
...For foreign investors, the decision to withdraw strategic sectors from privatisation lists is not a “game changer”, says Dimitri Kryukov, chief investment officer of Verno Capital, a Moscow investment fund...
...Dimitri Kryukov, chief investment officer at Verno Capital in Moscow, notes that while many investors remain bearish because of negative headlines produced by the controversial trial and jailing of punk...
...“I don’t think it was explained very well why that happened,” says Roland Nash, chief strategist at Verno Capital, a Moscow hedge fund. “It doesn’t undermine the arguments....
...“Sberbank and the government has done a lot to fix Sberbank . . . and this is the crowning moment to show it all worked,” said Bruce Bower, at partner at Verno Capital in Moscow....
...Russia is a country where most of its exports are not products that other countries want to keep out,” said Roland Nash, chief strategist at Verno Capital, a Moscow hedge fund....
...Roland Nash, chief strategist at Verno capital, a Moscow investment fund, said that the falling rouble, by stimulating exports, would actually help the Russian economy, adding that Russia’s banking sector...
...By Roland Nash of Verno Capital The chatter in Moscow is of how bad it will be this time.Fear is rising that Russia’s economy and financial markets will once again collapse in response to the international...
...“I think there’s going to be a lot of jostling,” says Roland Nash, chief investment strategist for Verno Capital, a Moscow-based hedge fund....
...As Roland Nash, chief investment strategist for Verno Capital, a Moscow-based hedge fund, puts it, the rouble will likely serve as a “safety valve” for the Russia economy in the event of the further deterioration...
...Mr Putin’s expected win was “the most certain thing about the whole political process”, said Roland Nash, chief strategist at Verno Capital, a Moscow investment fund....
...Roland Nash, chief strategist for Verno Capital, a hedge fund, says the worst case scenario feared by investors is an overreaction by the Kremlin and a crackdown....
...“This opens an enormous can of worms that stretches right back to the beginning of the post-Soviet period,” said Roland Nash, chief strategist at Verno Capital, the Moscow hedge fund....
...Roland Nash, chief strategist at Verno Capital, the Russian investment fund, estimated that Russia could grow from a $1,000bn equity market to a $2,000bn equity market in just a few years time....
...But there was contradiction,” said Roland Nash, chief strategist at Verno Capital, a Moscow hedge fund....
...But I don’t believe this risk is going away,” said Roland Nash, chief strategist at Verno Capital, the Moscow hedge fund. “There is still easy scope for something to go wrong during the protests....
...Roland Nash, chief investment strategist at hedge fund Verno, told Reuters: “The market is reacting to the accumulation of evidence that there could be some [political] reaction to the election results....
...But a bigger issue may be the trouble that the change in investor sentiment causes for Russia’s state companies such as Sberbank and Gazprom, said Dmitry Kryukov, head of Verno capital, a Russia-focused...
...“Global competition is being played out much more in terms of economics than politics,” says Roland Nash, chief strategist at Verno Capital, the Russian investment fund....
...It is the second fund to be launched by Verno Capital, a specialist fund manager which focuses on Russia and the CIS region. Bruce Bower will manage the fund....
...Finally getting it complete would be a major boost for Russia and the markets,” said Roland Nash, chief strategist at hedge fund Verno Capital....
International Edition