Page 3 - RusRPTMay21
P. 3

 Table of contents
1.0 Executive summary
2.0 Politics
2.1 Putin’s state of the nation speech
2.2 US sanctions on Russian debt: how bad could it get?
2.3 Only a third of Russians consider Navalny’s jailing as “unjust,” half approve of the decision
2.4 Foreign investors flee Russia’s OFZ bond market
2.5 Green financing rules being worked out
2.6 Russia passes peak oil
2.7 Russian opinion on Donbas confused, but not Crimea
2.8 Russia’s top 100 online stores almost double their turnover in 2020
2.9 Russian population inflation expectations “through the roof” and at their highest level since 2016
2.10 Russia’s corruption cases tumble as authorities go after the big fish
2.11 Sber pushes its rebranding, promises to double investment into building its online ecosystem to $4bn in next years
2.12 Watcom Shopping index up 267% y/y
2.13 Russian business and consumer confidence 2.14 Putin & government’s popularity
2.15 Politics - misc
2.16 Polls & Sociology
3.0 Macro Economy
3.1 Macroeconomic overview 3.2 Macro outlook
4.0 Real Economy
4.1 Industrial production 4.2 Inflation
4.2.1 CPI dynamics
4.2.2 PPI dynamics
4.3 Industrial sectors and trade
4.3.1 Producers PMI
4.3.2 Corporate profits dynamics 4.4 Fixed investment
4.5 Labour and income
4.5.1 Labour market, unemployment dynamics 4.5.2 Income dynamics
4.5.3 Retail sector dynamics
5.0 External Sector & Trade
5.1 External sector overview
5.2 Balance of payments, current account
3 RUSSIA Country Report May 2021
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