Category: Analysis
Detailed analysis of economic events, decisions, and texts — from budget amendments to corporate strategies. No slogans or oversimplification: logic, numbers, and consequences.
AnalysisBalancing Interests in the Pharmaceutical Market: How Patent Protection Affects Supply and Generics
How patent protection impacts drug availability in Russia. An analysis of disputes surrounding Xarelto, Tagrisso, and Ozempic. Compulsory licenses, evergreening patents, and strategies of Russian pharmaceutical companies.
Valeria Novoselova8 min read
AnalysisChina Responds in Its Own Way. Now the US Pays for Entry
China has responded to US actions by introducing a port fee of 400 yuan per ton. We examine how this new measure will affect logistics, consumer prices, and global supply chains.
Alexander Sitnikov3 min read
Analysis"0.0% Doesn't Mean Zero Interest": Non-Alcoholic Wine in Russia — Hype, Market, or the New Normal?
Russia's non-alcoholic wine market is growing 60% annually, but high production costs and legislative barriers hinder development. Experts weigh in on technology, pricing, and the future of alcohol-free beverages.
Kirill Netkachev7 min read
AnalysisSplit Up, Pay Up: Why the Finance Ministry Wants to Lower the Simplified Tax Threshold to 10 Million
The Finance Ministry is proposing to reduce the VAT-exempt simplified tax system threshold from 60 to 10 million rubles. We examine who will be affected by these changes, how to combat business fragmentation, and what alternatives entrepreneurs have.
Kirill Netkachev4 min read
AnalysisFull Speed Ahead: Prospects for the Moscow–St. Petersburg High-Speed Rail Line
The Moscow–St. Petersburg high-speed rail line: 2.4 trillion rubles in investment, speeds of 350+ km/h, launch in 2028. Analysis of technological challenges, passenger traffic forecasts, and expert opinions on project feasibility.
Valeria Novoselova6 min read
AnalysisConcrete: Construction's Chief 'Invisible' Asset
Why the price of concrete isn't just rubles per cubic meter, but a risk management tool. We examine how formulation, logistics, and technology affect timelines, margins, and the lifecycle costs of construction projects.
Alexander Sitnikov9 min read
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 Netkachev5 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 Netkachev6 min read