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Record Russian dividends await
Carnegie Rysslandsfond

Record Russian dividends await

Carnegie Rysslandsfond rose again in May, this time by 3 percent driven by the upcoming dividend season. Many Russian companies are expected to pay out record dividends this summer. The...

Fredrik Colliander 3 June 2019
Dividend yield of 10 percent in Rysslandsfond
Carnegie Rysslandsfond

Dividend yield of 10 percent in Rysslandsfond

Oil prices continued to strengthen in April, and Brent crude is currently trading just below USD 72. Russian stocks traded up slightly this month on good oil prices and resilient...

Fredrik Colliander 2 May 2019
Russian market still hesitant
Carnegie Rysslandsfond

Russian market still hesitant

The Russian market is buoyed by relatively high oil prices, but news on sanctions is creating some volatility. For example, a brief headline that US authorities are prepared to implement...

Fredrik Colliander 4 April 2019
Russian bounce after sanctions threat
Carnegie Rysslandsfond

Russian bounce after sanctions threat

The exchange did not move much in February and the RTS index remained around 1200. The market is finding it difficult to break through this level despite slightly higher oil...

Fredrik Colliander 5 March 2019
Reduced sanction risk boosts Russia
Carnegie Rysslandsfond

Reduced sanction risk boosts Russia

Stock markets made a big comeback at the beginning of the year. After last month’s global market turmoil, everything suddenly looked much better in January. Russia was among the best...

Fredrik Colliander 5 February 2019
Extremely volatile oil market
Carnegie Rysslandsfond

Extremely volatile oil market

December 2018 was one of the worst months in a long time. The falling US stock exchanges and ever-lower oil prices finally also dragged down the Russian stock market and...

Fredrik Colliander 3 January 2019
Double-digit dividend from Gazprom
Carnegie Rysslandsfond

Double-digit dividend from Gazprom

The oil price decline that started in October continued in November, to 60 dollars per barrel at the end of the month. The Russian market was surprisingly resilient, although it...

Fredrik Colliander 5 December 2018
Strong Russian reports despite growth problems
Carnegie Rysslandsfond

Strong Russian reports despite growth problems

The price of oil fell from almost USD 85 to USD 75 this month, but this is still a good level for Russia and the market held up quite well...

Fredrik Colliander 5 November 2018
P/E 1 for Gazprom
Carnegie Rysslandsfond

P/E 1 for Gazprom

The strong oil price fuelled a sharp rally in the Russian market in September. Overall, the market rose by a full 5 percent in SEK (11 percent since hitting bottom...

Fredrik Colliander 1 October 2018
Increased political uncertainty
Carnegie Rysslandsfond

Increased political uncertainty

Following a robust recovery of credit in emerging markets during the beginning of the summer, August was characterised by increased concern and weakening currencies. The politically strained situation in Turkey,...

Fredrik Colliander 6 September 2018
Spasiba, Surgutneftegaz
Carnegie Rysslandsfond

Spasiba, Surgutneftegaz

Following some volatility, Rysslandsfonden rose by about 1 percent in July. Defying the summer heat, the month was packed with corporate news. Veon has decided to sell its fifty percent...

Fredrik Colliander 6 August 2018
Higher pension age strengthens Russia
Carnegie Rysslandsfond

Higher pension age strengthens Russia

The trade war started by the United States has caused concern in world markets throughout the month. Supported by a strong oil price, however, the Russian market performed quite well....

Fredrik Colliander 2 July 2018
Promising Russian dividend season
Carnegie Rysslandsfond

Promising Russian dividend season

Following the turbulence we saw in April when the US imposed sanctions on Russian oligarch Deripaska, the Russian equity market stabilised in May. Volatility has subsided and the market rose...

Fredrik Colliander 4 June 2018
Risk of more sanctions
Carnegie Rysslandsfond

Risk of more sanctions

Periodically we see a major sell of sell off on the Russian stock market, and April 2018 goes down as one of the most troubled months ever. Expanded US sanctions...

Fredrik Colliander 2 May 2018