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MOSCOW BLOG: The most equitable Bric
bne
Thu, 2nd Sep --
Despite having more billionaires than any other country, Russia has seen inequality fall during the last decade of strong economic growth: not only is the gap between Russia's rich and poor the smallest of all the four Bric countries, incomes are more evenly distributed than in the US.
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KYIV BLOG: Whose reform is it anyway?
James Marson in Kyiv
Tue, 31st Aug --
It was to be the new government's flagship overhaul that would demonstrate to investors Ukraine was serious about reforming its economy overburdened by taxes and red tape. But the business community slammed the first version of the draft tax code as oppressive and choking for small businesses, and the second as only a slight improvement.
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COMMENT: The rebalancing of Ukraine's political system
Brigham Marriott of Phoenix Capital
Mon, 30th Aug --
The main ingredient in Ukrainian President Viktor Yanukovych's "formula" is a return of Ukraine's government to the presidential-parliamentary system of the Kuchma era.
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COMMENT: What does the future hold for EU economic governance?
Nicolaus Heinen of DB Research
Fri, 27th Aug --
Following the major storm, it's now time for Europe to start the rigging.
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COMMENT: Impact of Russia's heat wave on harvest still uncertain
Dimitri Kryukov of Verno Investment Management
Wed, 25th Aug --
The summer heat wave in central Russia that saw temperatures soar over 40C, appears to be over. But the long-term economic impact of the drought remains unclear.
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THE INSIDERS: Russia - The quintessential boom-bust economy
Roland Nash of Renaissance Capital
Tue, 24th Aug --
Opec, the Chinese government and the US Federal Reserve have as much influence over Russia as the Kremlin or the oligarchs. For a country of Russia's global economic and political significance, this is not a sustainable situation.
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COMMENT: A gas glut reaches Europe
Josef Auer of DB Research
Wed, 28th Jul --
A gas glut is heralding the dawn of a new era. This new era is marked by technological progress, greater convergence between global gas markets and the declining relevance of established pricing patterns in the continental European pipeline business.
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COMMENT: Where are we headed?
East Capital Pro Letter
Fri, 23rd Jul --
Apart from concluding that we are heading towards continued uncertainty, we feel that we will most likely also see increased divergence between countries and regions.
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COMMENT: Ukraine business sentiment on the rise
Oleksiy Blinov of Astrum
Thu, 22nd Jul --
The National Bank of Ukraine (NBU) has published its survey of business expectations in the second quarter, which points to a continued improvement in business sentiment.
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THE INSIDERS: Progress in Russia, but corporate governance remains a risk
Liam Halligan and Denis Spirin of Prosperity Capital Management
Thu, 22nd Jul --
International investors rightly complain that Russia's stock market is rather volatile. What's less widely appreciated is that, amidst the mood swings, the overall trajectory of the RTS index of leading Russian shares has most definitely been up.
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KYIV BLOG: NBU concealing banks' problems, claims World Bank
bne
Fri, 16th Jul --
The Ukrainian government has been making progress in meeting the IMF demands before it starts receiving the money from the latest $14.9bn stand-by deal, but the process hit a snag on July 13 after the Fund's sister organisation, the World Bank, accused the central bank of covering up the true state of problems in the banking sector.
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COMMENT: Croatia - on the brink of what?
Edward Hugh blog
Fri, 9th Jul --
Croatia is on the brink of something, but whether that something is going to be long-term sustainability rather than something that it is better not to think about, well, the answer to that question can only be given by the Croatians themselves.
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