Emerging Markets Russia

What next after the recovery?

November 24th, 2021, 14.00 MSK

Part of Emerging Markets in Focus launch

Emerging Markets Russia slides

Banks – Russia Worsening housing affordability is credit negative for mortgage lenders

Banks – Emerging markets Consolidation among small, inefficient banks will accelerate

Banks – Russia Climbing inflation will boost large bank dominance amid structural shift in funding

Emerging Markets – Global 2022 Outlook – Multispeed recovery with stark differences across regions and sectors

Oil & Gas – Global Returns and balance-sheet priorities sideline production and reserves growth for 2022

Steel & Specialty Metals – Cross Region. Prices will decline from recent peak but surpass historical levels through 2022

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