Category: Analysis
Detailed analysis of economic events, decisions, and texts — from budget amendments to corporate strategies. No slogans or oversimplification: logic, numbers, and consequences.
AnalysisGold Hits Record Highs: What's Behind the Latest Surge
Why gold has reached record prices: central bank purchases, Russian production, consumer demand, and expert forecasts. Analysis of overheating risks and prospects for growth to $5,000 per ounce.
Kirill Netkachev6 min read
AnalysisConsumer Extremism in Construction: How a Wave of Lawsuits Is Reshaping the Market
The number of lawsuits in shared construction reached 211,000 in 2023. We examine the reasons behind the surge in homebuyer claims, the scale of 'consumer extremism,' and measures to protect both developers and buyers.
Kirill Netkachev6 min read
AnalysisINTC Russky: What Awaits the Far Eastern Silicon Valley?
Prospects and risks of INTC Russky—a technology center in Vladivostok. Plans through 2030, incentives for residents, and expert opinions on its chances of becoming the Far East's answer to Silicon Valley.
Valeria Novoselova5 min read
AnalysisEEF-2025: Early Results. What Was Signed and What Business Promised
Key agreements at EEF-2025: RusHydro to purchase 10+ million tons of coal, Rosatom to build wind and nuclear power plants in the Far East, Wildberries to invest 1.8 billion in Yakutsk. Sber forecasts 14% rate.
Kirill Netkachev5 min read
AnalysisThe Cheese Renaissance: State and Prospects of the Russian Cheese Market
Analysis of the Russian cheese market: production has grown to 860,000 tons, imports have fallen to 24%, and prices have risen 15%. A forecast for industry development, key players, and growth factors through 2035.
Valeria Novoselova5 min read
AnalysisRussia's Shelf Space Debate: How New Legislation Will Impact the Industry
An analysis of the proposed legislation on Russian shelf space requirements for stores and marketplaces: product display mandates, price increase risks, industry expert opinions, and necessary amendments to the law.
Kirill Netkachev7 min read
AnalysisFrom Targeted Localization to Full-Cycle Production: Can Russia Achieve Pharmaceutical Self-Sufficiency?
Analysis of Russia's pharmaceutical market in 2024: domestic drugs reached 75-80% share by volume, progress in generic production, and persistent dependence on imported active pharmaceutical ingredients. Prospects for the Pharma 2030 strategy.
Valeria Novoselova5 min read
AnalysisGold, Bonds, and a Touch of Risk: What Retail Investors Can Learn from Major Traders
How to invest in 2025: Russian experts discuss the shift from deposits to bonds and equities, gold's prospects, and cryptocurrency risks. Practical strategies for retail investors.
Kirill Netkachev8 min read
AnalysisHow Inflation Is Reshaping Shopping Baskets and Online Habits
An analysis of inflation's impact on consumer behavior: the rising popularity of private labels and discount retailers, the growth of the 'anti-retail' model, the e-commerce boom, and declining average transaction values on marketplaces.
Valeria Novoselova5 min read
AnalysisAlaska Talks: Global Markets React as Sanctions Future Hangs in Balance
How global markets are responding to the upcoming Alaska summit. Expert forecasts on oil and gas prices, prospects for sanctions relief, and what it means for U.S.-Russia energy relations.
Valeria Novoselova3 min read
AnalysisUS-Russia Talks in Alaska: Potential Rapprochement in Aviation
Potential outcomes of the Alaska negotiations for the aviation industry: resumption of engine supplies for Boeing and Airbus, US access to the Trans-Siberian route, and prospects for cooperation with American aircraft manufacturers.
Kirill Netkachev4 min read
AnalysisIn vino veritas
An analysis of Russia's winemaking industry: production growth to 5.4 million hectoliters, vineyard expansion to 108,000 hectares, the impact of tariffs on prices, and dependence on imported equipment. Import substitution prospects and pricing dynamics.
Kirill Netkachev7 min read