Russian Foreign Direct Investments in Europe and European FDIs in Russia

On the 3rd of July, during a networking event of ‘Dialogue Franco-Russe’, Mr. MINAEV will present an overview of Russian investments in France. For this occasion, we conducted a short survey. We measured the coverage in the Russian Media of ‘Invest In France’, ‘Invest In Germany’, etc. The results can be interpreted in three different ways : 1) France is a good buy for Russian investors 2) France is in need of money 3) InvestInFrance does a great job in Russia. All three options can be true.

20130626_InvestIn_RussianMediaCoverage

Our next RussoScopie webinar will take place in September, on the 16th : registration is open. The topic will precisely be Russian Foreign Direct Investments in Europe and European FDIs in Russia. In the meantime, enjoy a pleasant summer.

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Russia Banking Sector – Rosbank, UniCredit etc.

Our last seminar before the summer break took place on the 17th of June and was focused on Foreign banks in Russia with an analysis of Rosbank and UniCredit general ecosystems. It took place just before the SPIEF 2013, during which event Société Générale confirmed its objective of making 15% ROE by 2015.

Societe Generale “didn’t identify any direct risks” from a financial point of view from Golubkov’s case, Deputy CEO Bernardo Sanchez Incera told shareholders at an annual meeting last month. It is is monitoring indirect risks from the case, he said.

That the Bank’s top management was not warned in advance -as as courtesy- of such a high visible move as the Golubkov arrest clearly sends a worrying signal, to which situation Rosbank’s corporate and retail clients have already reacted :

During a month, 19.5% of corporate customer funds and 1.2% of retail deposits were withdrawn from Rosbank, part of Societe Generale Group, according to Rosbank’s financial statements seen by Izvestia.

Our presentation on the 17th of June can be downloaded here : 20130617_RusBanking_Webinar_vF.pdf

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Our RussoScopie seminars will restart in September, on the 16th : registration is open. The topic will be Russian Foreign Direct Investments in Europe and European FDIs in Russia. In the meantime, enjoy a pleasant summer.

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17 June (Webinar) Russia Banking Sector – Rosbank, UniCredit etc.

Register now for our next Web Seminar, which will focus on Foreign banks in Russia with an analysis of (for example) Rosbank and UniCredit general ecosystems. It will take place on the 17th of June (10AM London, 11AM Paris, 13AM Moscow).

A year and half ago, Emerval published its views on the sector. This seminar will be an opportunity to reflect about what really happened during the period 2012-2013.

Why is this important ? Foreign owned banks represent a massive share of total Foreign Direct Investments (FDIs) in Russia. The recent news show that operational risk is still significant and should be carefully assessed in valuing portfolios of investments in the banking sector in Russia.

We look forward to your joining the webinar and hope to make it an interactive experience.

La Retraite de Russie des banques de la zone euro. Vers une nouvelle Berezina?

Par Jean-Marc Brassac / 14/12/2011

Jean-Marc Brassac, spécialiste des marchés émergents de la société indépendante de conseil en investissements Emerval, brosse un tableau exhaustif de la situation bancaire russe à travers le retrait des grandes banques étrangères investies en Russie.

Le point sur les forces en présence.

Selon la banque d’affaire russe Uralsib (Source : Business New Europe, daté du 4 octobre 2011), les banques russes, au premier rang desquelles la principale banque d’Etat Sberbank, pourraient profiter des difficultés rencontrées par les banques de la zone euro (crainte de la contagion de la crise de la dette grecque, très probable récession dans la zone euro, contraintes liées aux règles prudentielles dites « Bâle III) et de la chute vertigineuse de leurs cours boursiers, pour acquérir leurs actifs situés en Europe centrale et orientale, et en Turquie.

Constitueraient, notamment, des cibles potentielles pour des opérations de fusions & acquisitions à moyen terme, les actifs des banques européennes suivantes : Société Générale (France), UniCredit (Italie), Raffeisen (Autriche) et le groupe belge KBC.
Plusieurs journaux ont ainsi rapporté le souhait de Sberbank de se porter acquéreur de la filiale de Dexia en Turquie : Denizbank. Cependant, Sberbank a récemment indiqué renoncer à cette acquisition, découragée par le prix élevé demandé (5,3 mds d’USD) et aussi par la crainte de se voir opposer un refus de la part du régulateur turc.

Au-delà des rumeurs, ce qui est certain, c’est que nous assistons depuis quelques mois à une retraite massive des banques de la zone euro, du marché russe de la banque de détail.
Un marché pourtant des plus prometteurs en termes de croissance. Qu’il suffise ici de citer un chiffre : seulement 24 % des foyers russes possèderaient un compte bancaire (Sources : Crédit Suisse / Bloomberg Businessweek).Cette retraite des banques européennes du marché russe de la banque de détail  est donc pour nous l’occasion de faire le point sur les forces en présence et de dresser à destination des investisseurs intéressés par le marché russe, un panorama du secteur bancaire russe, à l’heure où sont publiés les résultats au troisième trimestre 2011. […]

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SMI21 – Key people mentioned in Russian media – Monthly Review – May 2013

Our monthly quantitative review of the Russian Mass Media (SMI21) tells you who are the personnalities who made the headlines in the past month. We hope it will interest you.

For most organisations, knowing the big stories of the past month this is not enough. What’s really useful is detecting in advance the small stories that could become next month headlines in a particular sector (Energy, Agriculture, Industry, Politics, …), the weak signal.

201305_RussoScopie_SMI21_feature

Download 201305 RussoScopie SMI21 vF (PDF)

About INTEGRUM

INTEGRUM professional databases live feeds cover Russian newspapers, magazines, teletypes of information agencies, analytical and statistical bulletins, texts of laws, decrees, blogs etc. As of March 2013, INTEGRUM aggregates more than 10,000 data sources.

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Russia Energy Focus – Gazprom and Rosneft

If you missed today’s Webinar, register now the next one about Foreign Banks in Russia. It will take place on the 17th of June (10AM London, 11AM Paris, 13AM Moscow).

gazprom_rosneft_teaser

Read today’s presentation here: 20130527_GapromRosneft_Webinar.pdf

Additional infographic : 2013-05-27_Gazprom_Rosneft.pdf ; 2013-05-27_Gazprom_Rosneft2.pdf

GEPHI.org file : 2013-05-27_Gazprom_Rosneft_v003.zip

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Russian tourists are advised not to travel to Saudi Arabia, the UAE and Qatar

How immune to sanitary events is Dubai tourism industry? While international interest in MERS-CoV Coronavirus seems to recede, the Russian sanitary Rospotrebnadzor issued a warning and advised Russian tourists are not to travel to Saudi Arabia, the UAE and Qatar.

Источник: ИТАР-ТАСС. Москва.
Дата выпуска: 22.05.2013  17:21
Рубрика: ОБЩЕСТВО: ИНФЕКЦИЯ-КОРОНАВИРУС-РОСПОТРЕБНАДЗОР
Заглавие:
Роспотребнадзор просит Ростуризм информировать туристов о вероятности заражения
коронавирусом в Саудовской Аравии, ОАЭ и Катаре    МОСКВА, 22 мая. /ИТАР-ТАСС/. Туристы, отправляющиеся в Саудовскую Аравию,
Объединенные Арабские Эмираты /ОАЭ/ и Катар, должны быть информированы об
опасности заражения коронавирусом. Такое предложение в адрес Ростуризма направил
Роспотребнадзор. [...]

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27 May (Webinar) Russia Energy Focus – Gazprom and Rosneft

Register now for our next Web Seminar, with a focus on Energy in Russia with the example of analysing Gazprom and Rosneft general ecosystem. It will take place on the 27th of May (10AM London, 11AM Paris, 13AM Moscow).

gazprom_rosneft_teaser

Infographic : 2013-05-27_Gazprom_Rosneft.pdf ; 2013-05-27_Gazprom_Rosneft2.pdf

Why it’s important?

Energy demand in emerging economies is increasing rapidly, particularly in China and India, and, according to the IEA2, this could result in global energy demand increasing by 40% between 2009-35, It is estimated that 90% of the growth in energy demand over this period will be in the non-OECD countries and that the absolute growth in natural gas demand will be nearly equal to that of oil and coal combined, with trade in natural gas nearly doubling. Estimates indicate that global investments of some $38 trillion in energy infrastructure are required over this period.
This will have implications for both Russia and the EU. The EU will account for a shrinking share of global fossil fuel markets. Emerging economies, particularly to the east, will become more prominent in Russian exports. Domestic factors also come into play, with the contribution of oil and gas to Russia’s GDP expected to decline from 24% in 2011 to 15% in 2035. In the EU, the transition to a low-carbon energy system will limit the growth in the use of fossil fuels.

Price volatility in oil and also in gas markets has increased over the past decade. Shale gas and other unconventional oil and gas sources have become potential important new sources of supply. The greater use of liquefied natural gas (LNG) will make gas markets increasingly global with transport more independent of pipelines.

Further reading : our presentation at the Seminar “Energy & Russia” on Feb 29th 2013 (Paris).

Russian Business Data

We provide financial institutions, corporate clients, governmental bodies and consultants with databases, innovative tools and robust integration patterns to implement an effective business intelligence strategy focused on the Russian market. Read about our professional tools, INTEGRUM Russian Media Monitoring and Russian Business Data.

Read the presentation here: 20130527_GapromRosneft_Webinar.pdf

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Automotive Industry Focus – the example of Renault-Nissan AVTOVAZ

If you missed yesterday’s Webinar, register now the next one about Gazprom & Rosneft. It will take place on the 27th of May (10AM London, 11AM Paris, 13AM Moscow).

Understanding the local context of Renault-Nissan in Russia might prove strategically significant in the next months, given the current economic trend in Europe and Russia:

Data analysts can download the GEPHI source file here 201305_Avtovaz_Russia_102. If you would like to share you own #DataViz,  please mention RussoScopie/INTEGRUM as the DataSource and let us know, so we can re-tweet and share. Enjoy the freebie!

201305 Avtovaz Russia Gephi

201305_Avtovaz_Russia_v003

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13 May (Webinar) Automotive Industry Focus – the example of Renault-Nissan AVTOVAZ

Register now for our next Web Seminar, with a focus on the Automotive Industry in Russia and examples from Renault-Nissan AVTOVAZ. It will take place on the 13th of May (10AM London, 11AM Paris, 13AM Moscow).

201305 Avtovaz Russia Gephi

201305_Avtovaz_Russia_v003

If you missed today’s seminar on Business intelligence for Economic diplomacy, you can download the supporting presentation here:  20130506_EconomicDiplomacy

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SMI21 – Key people mentioned in Russian media – Monthly Review – April 2013

Today is the World Press Freedom Day. What do we really know about the Russian Media?

Our monthly quantitative review of the Russian Mass Media (SMI21) tells you who are the personnalities who made the headlines in the past month. We hope it will interest you.

For most organisations, knowing the big stories of the past month this is not enough. What’s really useful is detecting in advance the small stories that could become next month headlines in a particular sector (Energy, Agriculture, Industry, Politics, …), the weak signal.

Download 201304 RussoScopie SMI21 vF (PDF)

About INTEGRUM

INTEGRUM professional databases cover Russian newspapers, magazines, teletypes of information agencies, analytical and statistical bulletins, texts of laws, decrees, blogs etc. As of March 2013, INTEGRUM aggregates more than 10,000 data sources.

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