Investment Thesis
Russia-related investment assets are set to benefit from a series of factors that are all at once going in a positive direction. The global commodities market recovery is proving to be robust in the aftermath
A Bullish Long-Term Case For Russian Assets
Summary
- Analysts and media personalities trying to figure out what outcome if any came from the summit or why it happened so fast into the Biden presidency are ignoring economic factors.
- Many factors may have played a role in making the summit happen, but stagnating US shale production returns Russia to a more influential position, making it necessary to get along.
- Russian assets such as OGZPY, RSX, LUKOY are looking increasingly attractive, given prospects of higher energy prices as well as an end to Russia-West confrontational relations.
- A green wave is also hitting many Western commodities-extracting companies, leaving Russian companies in a competitively advantageous position.
My name is Zoltan Ban, I have a BA in economics. I am a personal investor with over a decade and a half of active trading experience.
Analyst’s Disclosure:I am/we are long RDS.A, OGZPY, RSX, LUKOY. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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