OGZPY - A Bullish Long-Term Case For Russian Assets

• Analysts and media personalities trying to figure out what outcome if any came from the summit or why it happened so fast into the Biden presidency are ignoring economic factors.
• Many factors may have played a role in making the summit happen, but stagnating US shale production returns Russia to a more influential position, making it necessary to get along.
• Russian assets such as OGZPY, RSX, LUKOY are looking increasingly attractive, given prospects of higher energy prices as well as an end to Russia-West confrontational relations.
• A green wave is also hitting many Western commodities-extracting companies, leaving Russian companies in a competitively advantageous position.

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