Troika sets outlook for Russia’s economy

Troika Dialog says Russia has become “something of a bipolar investment market.” Its latest research paper provides investors with advice on how to benefit from the country’s “conflicting personalities.”

On one hand, Russia offers a higher risk premium to other emerging market peers due to negative global perceptions. On the other, the country enjoys stable microeconomic indicators.

In light of this duality, Troika recommends investors use the market volatility to add quality stocks to their portfolios which offer exposure to the growing domestic economy, as well as extractive industry names offering more than just “a high-beta play on global volatility.”

The research paper looks at the two possible scenarios for the Russian equity markets in the coming months. Their development depends heavily on the actions of Europe’s central bank and other global players, Troika says.

Troika also turns to the domestic economy, providing a long term outlook on the effect various recent developments can be expected to have on the local market.

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