Podcasts

WoE: Uzbekistan's people problem with Eugene Chausovsky of Stratfor

November 3, 2019

The initial excitement about the changes taking place in Uzbekistan since Uzbek president Shavkat Mirziyoyev took over two years ago are starting to wear off as the enormity of the challenge becomes clear. There is no lack of good ideas coming out of Tashkent, or even enthusiasm. What is lacking

WoE: Russia’s multi-billion dollar spending programme with Andrey Klepach, chief economists of Vnesheconombank

October 21, 2019

Russia’s economy is emerging from a nasty crisis in 2014-2016, but everyone agrees that growth is capped at 2% at best and incomes have been stagnant for six years already. Russia needs a new economic model and the Kremlin has launched a RUB27 trillion spending programme to transform the countr

WoE High tensions in the Middle East with former Israeli Prime Minister Ehud Olmert

October 14, 2019

WoE: high tensions in the Middle East Tensions are escalating in the Middle East after US president Donald Trump’s announcement that he was pulling US troops out of Syria. That gave a greenlight to Turkish president Recep Tayyip Erdogan’s desired incursion over the Syrian board to cleans

WoE: Ukraine going in the right direction

September 16, 2019

Ukraine has a new president and parliament. A raft of reformist legislation has been passed in just the first two weeks and the hectic agenda calls for a lot more by the end of the year. But many questions remain unanswered. So far investment has flooded into the local bond market and yields have

WoE: Ozon battling it out in Russia’s e-commerce race for market share

September 3, 2019

Russia’s e-commerce is booming, growing ten-times faster than the traditional economy but it still only accounts for 4.5% of the total retail turnover. But as the leading online retailers start over taking their bricks and mortar rivals the race is on to grab as much market share as possible befor

WoE: Russian stock market has been flying but can it last, with Jacob Grapengiesser of East Capital

August 15, 2019

Russia’s stock market is up over 20% YTD making it one of the best performing markets in the world. The RTS also finally broke out of its 900-1300 trading band where it has been stuck for most of the last five years since the annexation of Crimea. And Russian stocks pay the highest dividends in th

WoE: Banking on change in Lviv with Ashot Abrahamyan, chairman of the management board of Bank Lviv

August 9, 2019

Bank Lviv is a medium sized bank in the beautiful city of Lviv in western Ukraine and unusually, it is owned by Icelander Margeir Petursson, who is also a former world chess champion. As a man who obviously understands strategy, Petursson has bet on the growth of the small and medium-sized enterpris

WoE: Is EM dying as an asset class? The fund business is consolidating as the line between EM and DM blurs with Albin Rosengren of East Capital

July 30, 2019

After nearly three decades many of the emerging markets have already more or less emerged. Russia, for example, is already classed as a high income market by the UNDP. The changes are being felt in the fund business too where there is a process of consolidation going on. The Stockholm based East

WoE Repairing Privatbank with Anna Samarina, CFO of Privatbank

July 5, 2019

Once Ukraine’s biggest commercial bank, the National Bank of Ukraine (NBU) nationalised Privatbank in December 2016 and poured money into a huge hole left in the balance sheet after the former owners drained it of cash. A new team was installed in the now state-owned owned bank that are tasked

bne Podcasts

Subscribe to
bne IntelliNews
podcasts

Get notified when there's a new bne IntelliNews podcast added.

Dismiss