Research Affiliates – The Wild, Wild East: Risks and Opportunities in Russia

The Wild, Wild East: Risks and Opportunities in Russia via Research Affiliates

In the latest piece from Research Affiliates, Chris Brightman, chief Investment officer, and Vitali Kalesnik, head of equity research, look closely at the risks and opportunities that Russia poses. Investors in Russian companies are exposed to political and economic risks that raise the odds of default. But Russia needs western capital and is willing to pay up for it. Long-term investments in Russian equities might prove rewarding.

Research Affiliates: The Wild, Wild East: Risks and Opportunities in Russia

Annexing Crimea, sponsoring a violent separatist movement in eastern Ukraine, and provoking many countries to impose economic sanctions—Russia has been in the headlines for the past nine months....