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
Flash Report / Russia

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
Strategy Note / Russia

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
Strategy Note / Russia

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
Flash Report / Russia

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
Strategy Note / Russia

Alfa Weekly Radar: Russian equity market trapped in a holding pattern

Last week was largely about China: Markets were largely in a holding pattern again last week and the RTS index closed the five-days just short of a 1.0% advance, slightly behind EM and DM peers. The MSCI EM Index advanced 3.5%, largely driven by Chin...
Alfa John Walsh
John Walsh @ Alfa 13 July 2020
Equity Analysis / Russia

Alfa Weekly Radar: Chinese dragon breathes life into global markets

Solid start to 2H20 after a lackluster June: The Russian equity market has started 2H20 on a positive footing after losing momentum in June – albeit we note the Russian stock market was one of the top performers of 2Q20, trailing only the Nasdaq. How...
Alfa John Walsh
John Walsh @ Alfa 6 July 2020

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