Strategy Note /
Russia

Weekly Radar: The reflation trade is back and Russian stocks are well positioned

  • Risk-off sidelined as the Fed statement on tapering instilled some confidence

  • Commodity sector stocks pushed the RTS and IMOEX higher

  • Sanctions return to the narrative

John Walsh
John Walsh

Equity Strategist

Contributors
Denis Dorofeev
Boris Krasnozhenov
Alfa
28 September 2021
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