Russia – Watch Putin’s Parliament Speech Tomorrow For Signs of Policy Change Over the Plunging Ruble

All eyes continue on the currency as Russian equities ex-currency are flat. Clearly however, if you are a USD investor and own Ruble based assets in USD you care about the currency and if you think the Ruble is going to 60, hands off buying Lukoil (LUKOY, quote) in ADR form.  

Analysis Emerging Markets Insight ETFs Oil Ruble Russia Tim Seymour