Strategy Note /

Russia Outlook 2022: Reflation trade favours Russian stocks

  • Russia has all the ingredients to remain among the top performing markets in 2022 and an outperformer again

  • It is on track to deliver record dividend yield in 2022 and remains one of the top dividend plays among global equities

  • We continue to favour Russian cyclical stocks for 2022; Our top picks are Magnit, X5, Yandex and MTS

John Walsh
John Walsh

Equity Strategist

20 December 2021
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