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In a matter of weeks, Polyus (OTCPK:OPYGY) and Polymetal (OTCPK:AUCOY, OTC:POYYF) have become an investment oasis among other Russian stocks. Gold bulls haven't been so bullish in a long time, but investment demand for gold is not unlimited to fully compensate for a strong decline in physical gold demand from jewelry producers. It is also unclear how easily Polyus and Polymetal will adapt to a new reality where the Central Bank of Russia fully halted gold purchases.