Category: Analysis

Investment in the waste industry has dropped from 72.6 billion to 12.6 billion rubles. We examine the reasons behind the decline: high central bank rates, lack of a secondary materials market, and project profitability issues.

Following Starmer's resignation in the United Kingdom, Andy Burnham is the likely next prime minister. He promises to 'get Britain off the hook' of government bonds, though the market itself barely noticed the change in power.

Russia and Indonesia are planning to use national currencies in trade through a Local Currency Settlement mechanism. An analysis of prospects, limitations, and the role of de-dollarization in bilateral trade worth $4-5 billion.

What Russians view as markers of success in 2026: VCIOM data reveals shifting priorities from expensive possessions to education, healthcare, and housing. An analysis of generational differences and global trends.

Breaking down the largest IPO in history: why SpaceX raised $85 billion despite $5 billion in losses, how AI transformed the company's strategy, and what a $2.5 trillion valuation means for the market.

First day takeaways from SPIEF 2026: the satellite city 'Yuzhny' announced with 500+ billion rubles in investment, industrial infrastructure in the regions, logistics expansion by Ozon and Wildberries, digitalization, and SME support.

How telemedicine in Russia grew from 8% to 22% user adoption over five years. Why online consultations aren't reducing voluntary health insurance costs and which legislative restrictions are holding the market back. Data from VTsIOM and expert opinions.

At a meeting with Sverdlovsk Governor Denis Pasler in Minsk on May 18, Alexander Lukashenko proposed to "lend a shoulder" to Russian oil refining through two modernized Belarusian refineries. The channel has actually been operating for two years, but its capacity amounts to roughly 1% of Russia's monthly gasoline consumption.

Online drug sales in Russia reached 367 billion rubles, but are approaching a growth ceiling. Why the prescription drug experiment failed and where pharmacy e-commerce is headed.

Poland's LOT is suing Boeing for concealing 737 MAX problems, yet continues buying these aircraft. We examine the paradox of duopoly in aviation, where alternatives don't exist and delivery queues stretch a decade out.

The Ministry of Industry and Trade has backed the introduction of a 22% VAT on foreign online orders starting January 1, 2027—with no phase-in period. Officially, the measure aims to create a "level playing field" for Russian and foreign sellers. In reality, it amounts to hidden protectionism.

Russia reinstated its fuel damper zeroing mechanism on May 1. With the moratorium now over, the government is shifting focus from budget support for oil companies to alternative methods of stabilizing the domestic fuel market.