Russia: Supply-side drive

  • Russian economic policy is strongly biased to the supply side at the expense of domestic consumption
  • This cardinal feature applies across the board and in all time horizons
  • Two key policies exemplify this: pension investment plans and the champion fiscal rule innovation on the exchange rate (‘FXFR’)
  • Political risks to this agenda stem from already visible public disenchantment
  • These policy settings, while they last, are good news for the domestic DCM as well as all tradable and infrastructure-related sectors

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