Former Heads of Sberbank Macro, Economics, and Fixed Income research
Evgeny Gavrilenkov (former Chief Economist in Troika Dialog/Sberbank CIB) and Alexander Kudrin (former Head of Research of Sberbank CIB and FI analyst in Troika Dialog) are the main contributors to GK EM Analytica. Mainly focused on the Russian and CIS economics and financial markets. The publications will include both periodical reports as well as flash notes on the most important events developing the market.

GK EM Analytica analysts and experts

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  • Alexander Kudrin
  • Evgeny Gavrilenkov

Recent publications by GK EM Analytica

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Excellent study by @j_jaures about the chances of a Le Pen victory in 2022. Macron’s high rejection levels compared to 2017 could be an important factor to consider in a potential runoff: https://jean-jaures.org/nos-productions/2022-evaluation-du-risque-le-pen?prm=ep-app

Datos oficiales. Los subsidios -para los deciles + ricos- suben 70% en lo que va del año. Crecen más que el gasto social (32%).
@Coloboren
@einstossale
@JuliSegoviano
https://www.clarin.com/economia/subsidios-suben-70-va-ano-crecen-jubilaciones_0_SVsv8BTQZ.html

My new colleagues at @CAPSecurity, working with the @McCainInstitute, have developed a thorough plan for tackling the threat of white supremacy. More here: https://www.americanprogress.org/issues/security/reports/2021/04/21/498159/fact-sheet-national-policy-blueprint-end-white-supremacist-violence/.

Los tres subíndices que conforman el IOC sufren un nuevo deterioro en abril. El referido a la situación actual del país es el que percibe la mayor caída intermensual (-9%), seguido por el de evaluación retrospectiva (-5%), y perspectivas a futuro (-1%). #EncuestaMensual

EL IOC CAE 4% EN ABRIL

El Índice de Optimismo Ciudadano (IOC) desarrollado por @Poliarquia_ a fin de medir el humor social marca -90 puntos, disminuyendo 4% en el último mes. Con una contracción interanual del 35%, es el registro más bajo en la gestión de Alberto Fernández.

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