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Market Views

Emerging Market equity returns are a mixed bag in 2021, with Eastern Europe up over 20% while China lags, especially its listed tech ADRs: Alibaba, Tencent, JD.com, and Didi. While Chinese...

Comment on Russia 2021

April 26, 2021

The sanctions imposed recently by President Biden's Executive Order...

Comment on Russia 2020

November 30, 2020

The election of Joe Biden as U.S. President will present new challenges for Russia, but on the whole we think...