Boris Krasnozhenov

Alfa

Head of Research (Managing Director) @ Alfa

Boris has over 20 years’ experience in equity, commodity and fixed income research, and investor relations. He joined Alfa-Bank as Head of Research/Senior Metals and Mining analyst in July 2017. Prior to Alfa Bank, Boris was Director, Investor Relations at UC RUSAL. From 2008-14, he was Director, Metals and Mining Equity Research at Renaissance Capital.

Boris Krasnozhenov
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Latest articles from Boris Krasnozhenov

Russia: Assessing the "E" in metals & mining ESG — Risks and opportunities

The investment community is becoming increasingly aware of the risks and opportunities related to carbon intensive businesses, which is gradually transitioning to new production methods and incorporating a wider set of considerations to comply with e...
Alfa Boris Krasnozhenov
Boris Krasnozhenov @ Alfa 23 December 2020
Eco-Warrior: Assessing the "E" in Russian metals & mining ESG
Eco-Warrior: Assessing the "E" in Russian metals & mining ESG

US benchmark steel price reaches $825/t — Positive

Steel prices have continued to rally and have reached $825/t of HRC (short-ton, US benchmark) in the US. The price benchmark also touched $880/t level in 2011, when the commodity market was booming on the Chinese recovery. The consumption ratio is ab...
Alfa Boris Krasnozhenov
Boris Krasnozhenov @ Alfa 8 December 2020

Silver Alert: Reassessing the price potential

While the all-time high price is not that far off we are going to access whether the precious metal price has further upside potential on 1) stronger demand fundamentals, 2) weaker supply and 3) a silver price rerating on the gold/silver ratio. We ar...
Alfa Boris Krasnozhenov
Boris Krasnozhenov @ Alfa 2 October 2020
Silver Alert: Reassessing the price potential
Silver Alert: Reassessing the price potential

Alfa Strategy: Weekly Radar – Equities likely to move sideways

Russian stocks outperformed last week amid heightened volatility on global markets: Global markets were marked by volatility last week as investors started to question conviction for tech stocks. Russian stocks were back in favor – RTSI (+0.2% w/w @...
Alfa John Walsh
John Walsh @ Alfa 14 September 2020

Alfa Strategy: Weekly Radar – Storm clouds gather on the Russia horizon

Russian stocks performed in line with DM peers despite headwinds: Despite the negative headwinds last week (the tech selloff and the geopolitical tensions), the Russia market’s losses were contained to a 3.6% drop for the RTS index and 1.5% contracti...
Alfa John Walsh
John Walsh @ Alfa 7 September 2020

Nornickel shareholder tensions rise – neutral

The CEO of Interros, Sergey Batekhin commented on the shareholder conflict situation and Nornickel (MNOD:LI; O/W; TP $35.3/GDR) developments. The Interros and RUSAL relations have deteriorated. Interros believes that RUSAL's focus on dividends comes...
Alfa Boris Krasnozhenov
Boris Krasnozhenov @ Alfa 30 July 2020

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