- Russia is looking better and better from an economic perspective.
- However, the risks are always there and they have to be accounted for when contemplating such an investment. I’ll share my opinion on investing into such risk reward plays.
- Individual investments in Russia still offer opportunities.
I mentioned in a recent article about international diversification that Russia is one of the cheapest markets out there when looking at fundamentals.
In today’s article, I want to analyze the Russian market a bit more in depth to distinguish between oil and gas related cheapness and other sectors. I’ll analyze the risks and potential rewards and then conclude with what might be the best way to get exposure to such a market. More →