Category: Analysis

Central banks are planning to reduce the dollar's share in their reserves for the first time. Analysis of the OMFIF study: the role of gold, prospects for the yuan and euro, impact on global markets, and the real scale of de-dollarization.

Traffic accidents involving e-scooters in Russia jumped 32% in the first five months of 2026. The problem is shifting to privately owned personal mobility devices, whose sales have increased 1.5 to 2 times. The Ministry of Transport is preparing a registry and mandatory device registration.

Aeroflot CEO Sergey Aleksandrovsky has promised not to raise ticket prices, even though kerosene costs for the group have risen 7% since the start of the year. Meanwhile, global aviation fuel markets have seen price spikes of up to 140% in some regions, and airlines have been pulling millions of seats from their schedules.

At its annual general meeting, Sber approved record dividends in its history—37.64 rubles per share. Our review covers the AGM and the bank's current position.

Terms of the family mortgage program will change in fall 2025: rates ranging from 4% to 12% depending on number of children and region, new lending limits, and payment increases of 30-72%. How the reform will impact the real estate market.

An analysis of three major financial bubbles: the 2000 dotcom crash, the 2008 mortgage crisis, and the current situation in 2026. Why central bank easy money and investor complacency are leading to a new market collapse.

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.