Newsletter

 

Strong starting point for Russia 

Two important factors are indicative of a further upswing on the Russian stock market this year, writes Peter Elam Håkansson, Head of Public Equity investment team.
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… and especially for the Russian fashion industry

During 2012, the Russian fashion market is expected to turn over more than ever. Here's the secret behind the success.
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China's homework

China faces a lot of challenges to be able to continue its economic growth and avoid stagnation, writes macroeconomist Kristina Sandklef.
Read more here

 
Top diplomat: "EU needs Turkey more than Turkey needs EU"   

Today, Turkey is not welcomed as a member of the union. In the long run the former diplomat and author Ingmar Karlsson believes the EU will do anything to get Turkey as a member.
Read more

Few non-performing loans in Russia 

The potential in the Russian banking sector is great. One factor in particular proves this.
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Market comments

A weak month for Eastern Europe
Equity markets across Europe continued to search for direction in April.
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Mixed markets in East Asia
Markets in Asia showed mixed performance in April.
Read more

 

  
  In focus  
 

The Russian population grows again
One of the most persistent discount factors on Russia is demographics. But fact is that the Russian population grew by 100 000 people in 2011, writes chief economist Marcus Svedberg.  Read more
 

 
 

Any questions? Contact our Client service at +46 8 505 88 505.

  

 

 

East Capital Box 1364 111 93 Stockholm Sweden
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This newsletter is intended as an information service for East Capital clients, and should not be used as a basis for investment. Information and advice in this newsletter is based on sources that East Capital deem reliable, but East Capital can under no circumstances be answerable for the totality or correctness of the information, or for direct or indirect loss that can occur as a result of mistakes or discrepancies therein. Investment in funds is always associated with risks. Historic yields are no guarantee of future yields. Fund units can go up or down in value, and there is no guarantee that investors will get back all capital invested. As East Capital invests in foreign markets, currency fluctuations can affect the funds' values. Fund informaiton brochures can be obtained from East Capital..

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