Category: Analysis
Detailed analysis of economic events, decisions, and texts — from budget amendments to corporate strategies. No slogans or oversimplification: logic, numbers, and consequences.
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
AnalysisCards, Discounts, and Government Regulation: The Platform Economy Law
The State Duma has passed legislation regulating marketplaces: a ban on discounts without seller consent, algorithm transparency, and mandatory labeling. How this will affect prices and competition between online and offline retail.
Kirill Netkachev5 min read
AnalysisCapacity on Paper, But Not in Practice
An analysis of the state of Russia's power sector: critical equipment deterioration, hidden problems behind the surplus balance, import dependence, and modernization plans through 2035. Why nominal capacity reserves don't guarantee energy security.
Kirill Netkachev3 min read