Alex Filonov

Russian Inflation: Is the Boom About To Bust?

Good article. Although there is one more potential problem, political. Actually, high inflation is caused, probably, by political, not economical decisions. Adding to that, increased tendency to nationalization can wreck the whole sectors of economy.

A Global Game of Economic Chicken?

To Almir:

1. Brazil is oil independent, because it invested heavily in oil production. Not because of ethanol.
2. Renewable resources (i.e. hydro power generation) are limited everywhere. Europe and US don't have any places to build new hydro plants anymore. With increased energy use, Brazil will have to build fossil fuel power plants. Or nukes. Most probably, both.
3. Inflation is mostly the matter of money policy and psychology. Doesn't have much to do with oil prices and nothing at all with energy policy.

Fundamental Analysis for Central and Eastern Europe Emerging Markets

To Vlada:

"You hardly find ETF or fund for Eastern Europe without Russian assets"

That's the problem. I'd gladly invest into Eastern Europe without Russia. No such luck though...

Unfortunately, There's an "I" in BRIC (and a "C")

Unfortunately, there is an "R" too. Creeping nationalization (with partial confiscation) accelerated in Russia lately. Stay away!

Fundamental Analysis for Central and Eastern Europe Emerging Markets

What is Russia doing here? Poland, Hungary and Czech Republic are EU members with normal market economy. Russia is a strange mix of KGB power and oligarchies. I don't know if you can even trust current Russian statistics.