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RUSSIA 2011: Growth, but state-led recovery is bad news
Ben Aris in Moscow
Mon, 20th Dec --
While Western Europe is once more staring into the abyss of sovereign default, Russia is expecting to see the strong growth that was originally forecast in the second half of 2010 (but was delayed by the fires in the summer) finally arrive in the first half of 2011.
RUSSIA 2011: Part II
Ben Aris in Moscow
Mon, 20th Dec --
Investing into Russia equities is easy: you only need to ask yourself: "Will Russia have a crisis this year?" If the answer is "no", then you should invest and you will get at least a 20% return.
UKRAINE 2011: In a better position to bounce back than for at least half a decade
Ben Aris in Moscow
Mon, 20th Dec --
Ukraine had a terrible crisis, but with a $15bn standby agreement with the International Monetary Fund (IMF) in place and an end to political instability, the country is in a better position to bounce back than it has been for at least half a decade.
EURASIA 2011: Slower rising commodity prices to determine 2011
Clare Nuttall in Almaty
Fri, 17th Dec --
The strong rise in commodity prices in 2010 allowed the Eurasia region's hydrocarbon-rich states to emerge from the global economic slowdown. A slight slowdown in growth is forecast for 2011.
CENTRAL EUROPE 2011: A tale of two cities
Nicholas Watson in Prague
Tue, 14th Dec --
Emerging Europe had a much better year than most countries to the west, and a combination of factors point to a repeat of that in 2011. For all that, the region is still facing a twin-speed recovery.
SOUTHEAST EUROPE 2011: No Turkey for some
Nicholas Watson in Prague
Wed, 15th Dec --
Turkey and Poland will continue to lead the way, but a combination of weak banks, competitiveness problems and hefty external financing requirements mean that the Balkans still face a long slog back to health.
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