China’s Long-Term Strategy vs The West’s Civil War and Short-Termism While the effectively bankrupt West is tearing itself apart and undermining its society, economy and science, China is not just […]
Read MoreIan Pryde, Founder & CEO of Eurasia Strategy & Communications, is to present a seminar at the Canada-Eurasia-Russia Business Association (CERBA): “Russia’s Future Prospects & Russia in Comparison with Emerging […]
Read MoreIn November, the Fund had a slightly negative performance of 1.76%, although it did outperform, by a notch, the “pure Russia” indices, such as MICEX, which dropped 1.92%. Nevertheless, the […]
Read MoreIn August, the Fund had a slightly negative performance of 2.5%, after positioning itself for a QE3 announcement of then unknown timing. The Fund’s overall constructive positioning, however, was of […]
Read MoreIn July, the Fund gained fractionally +0.38%, and, in fact, delivered on the Investment Advisor’s promise to meaningfully decrease volatility. Here are the weekly returns since the Fund’s portfolio was […]
Read MoreDas Boot – Super Goldilocks – Super Cycle Leave it to the French: “The looming recession will spur a 60% drop in stocks. The unfolding liquidity-driven Emerging Markets (EM) and […]
Read More“There’s No Way You Can Bet Against America & Win.” Warren Buffett. There is a Russian proverb: “трудно найти чёрную кошку в тёмной комнате, особенно, если её там нет” – […]
Read MoreRussia witnessed a hot summer of burning skies over Moscow and other parts of the country, while extreme gyrations in global markets saw the MSCI Emerging Markets Europe fall a […]
Read MoreПарадоксы русской модернизации Modernity – западно-европейское изобретение, а не китайское. Попытаемся разобраться в том, что такое modernity, выяснив попутно некоторые западные unspoken assumptions – «непроговариваемые предположения». Ведь именно они объясняют, […]
Read MoreПетербургский саммит G8 – отличный повод посмотреть, как складываются даже не отношения между Россией и ведущими странами постиндустриального общества, а их представления друг о друге. Надо сказать, что проблемы с […]
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