Independent Strategy

Views Reports by Country

The following pages contain chronological lists of articles that have been written by Independent Strategy. Independent Strategy’s research is available by annual subscription. For details of subscription rates and soft dollar payments, please contact Independent Strategy by using the contact form.

Viewing 1 - 30 of 30
Russia

24th June, 2023 » Russian coup

This is definitely an attempted Prigozhin/Wagner coup against Shoigu and Gerasimov and indirectly Putin. Our view is that this coup…

Russia

23rd February, 2022 » Putin’s primer

Our Russia hedges (long energy, agricultural commodities and gold, short bonds, equities (EU focused etc.) have worked well. A market…

Russia

20th February, 2022 » From Russia with War

Mostly and most investors view geopolitical events as of little relevance to economies and markets. In the case (60% probability)…

In the Media