Recent Study: Russia Power Report Q3 2014
BMI View: Risk aversion, capital outflows, a weak rouble and emergency monetary tightening underpin our deteriorating outlook for the Russian economy and - by extension - the domestic power sector. The strong correlation between economic activity and power demand means that the crisis in Ukraine has suppressed our forecasts for the power sector - based on the bleak outlook for investor sentiment and FDI, as well as softening consumer purchasing power.
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