Russia

In-depth country-focused analysis on Russia's economic, political and operational risk environment, complemented by detailed sector insight

Our comprehensive assessment of Russia's operating environment and the outlook for its leading sectors are formed by bringing together a wealth of data on global markets that affect Russia, as well as the latest industry developments that could impact Russia's industries. This unique integrated approach has given us an impeccable track-record for predicting important shifts in the markets, ensuring you’re aware of the latest market opportunities and risks in Russia before your competitors.

Russia Country Risk

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Core Views The fallout from the Ukraine crisis has worsened the domestic demand outlook in Russia, and we expect real GDP growth to slow to 0.6% y-o-y in 2014, from 1.3% in 2013. With the...

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Russia Industry Coverage (24)

Agribusiness

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BMI View:   We are very positive about growth potential in the Russian agricultural sector and see tremendous opportunities in the grains and dairy segments in particular . We view the...

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Autos

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BMI View: BMI has become increasingly bearish on the near-term outlook for domestic vehicle sales and production in Russia. A combination of sluggish demand for new cars and a deteriorating...

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Commercial Banking

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Commercial Banking Sector Indicators Date Total assets Client loans Bond portfolio Other Liabilities and capital Capital Client deposits Other...

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Consumer Electronics

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BMI   View:   We expect to see growth in Russian Consumer Electronics driven by demand for digital lifestyle products such as smartphones, smart TVs and tablets/ultra-thin notebooks....

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Defence & Security

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BMI View : Despite the dissolution of the Soviet Union and the Warsaw Pact over two decades ago, Russia remains an important international actor both in the Eurasian region and in the world at...

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Food & Drink

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BMI View: A weaker rouble in 2014 has been a major concern for food and drink and wider consumer-facing companies as it has made importing raw materials into Russia more expensive, and...

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Freight Transport

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Following a year in which BMI believes saw mixed growth dynamics across Russia's freight transport modes, 2014 will signal improvement, with one of the country's major ports finally recovering its...

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Information Technology

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BMI View:   Investment in the Russian data centre and cloud computing market has been strong in the first half of 2014, backed by a well-developed telecoms sector, skilled IT professionals, large...

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Infrastructure

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BMI View:   We have downgraded our forecast for construction industry value real growth in Russia from -0.5% to -3.7% year-on-year ( y-o-y ) . This is on the back of official reports citing...

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Insurance

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BMI View: As of mid-2014, the main change that has occurred in Russia's insurance sector is that life premiums have been a lot stronger than we had been expecting: we will be revising our...

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Medical Devices

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Espicom Industry View: The Russian medical device market is expected to grow by a CAGR of 4.2 % over the 2013-2018 perio d. Russia was one of the fastest growing markets in the region for ma...

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Metals

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BMI View: The Russian metals sector will face headwinds over coming quarters as European and US demand remain s weak and global oversupply w eighs on metal prices. We expect production of...

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Mining

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BMI View: Despite boasting rich mineral deposits, a mining boom is unlikely to catch up with Russia anytime soon. A growing number of domestic miners will be forced to put the brakes on...

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Oil & Gas

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BMI View:   Russia remains rich in oil and gas potential and we see production upside especially in refined oil and gas ahead, despite the threat of western sanctions against further investment...

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Petrochemicals

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The outlook for the Russian petrochemicals industry has changed markedly since the previous quarter due to the effects of tensions between Russia and the West over Ukraine on business and consumer...

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Pharmaceuticals & Healthcare

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BMI View: Pharmaceutical companies will act to further localise pharmaceutical production in Russia over the medium term. We see further protectionist measures on the horizon in the wake of the...

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Power

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BMI View : Risk aversion, capital outflows, a weak rouble and emergency monetary tightening underpin our deteriorating outlook for the Russian economy and - by extension - the domestic power...

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Real Estate

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BMI View: C ommercial real estate investments for 2013 fell slightly short of 2012's record high of USD 8.8bn, arriving USD 700mn lower at USD 8.1bn . The annexation of Crimea has markedly...

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Renewables

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BMI View: Despite vast natural potential for renewable energy generation and positive developments within the industry over the last year, we maintain our relatively bearish outlook towards Russia...

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Retail

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BMI View: While Russia's retail market remains an attractive investment area as the largest consumption market in Europe and with 40% of its population estimated to reach the middle income...

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Shipping

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Russia's two bellwethers, the port of St Petersburg, Russia's main box facility, and the port of Novorossiysk, one of the country's largest ports in terms of total throughout, are set to hold their...

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Telecommunications

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BMI View: Russi a's telecoms market is increasingly showing signs of consolidation among the largest four operators and the smaller regional players. As penetration has reached around 170% in...

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Tourism

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BMI's report for the Russian tourism market looks at the opportunities and risks presented by this increasingly popular destination. While increases are expected in terms of inbound and outbound...

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Water

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As the Russian government strives to make the necessary improvements to the country's water sector, private investment continues to increase at a very promising rate. To ensure long-term growth, much...

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