Tag Archives: YNDX

Playing Russian Sanctions: Maybe No Fill-up at Lukoil Gas Stations

While I’m not surprised to see the weekend press dominated by the impact of sanctions on Russian macro, I have been pretty clear in saying the Russian economy was headed for flat to slightly higher (+0.5%) GDP growth in 2014 unless the world economy demanded much greater from the commodity space.

Analysis Commodities Crimea Energy Healthcare Russia Strategy Telecom Tim Seymour