Robin Geffen has returned from a research trip to Russia confident the region's economy is in good he...
Robin Geffen has returned from a research trip to Russia confident the region’s economy is in good health and will continue to grow. The manager of the Russia and Greater Russia fund met with management of his 15 largest holdings which he said are “exhibiting powerful fundamentals” and “generating strong cashflow” despite the recent volatility which resulted in markets being suspended on several occasions. “Our outlook for Russia remains positive. The volatility witnessed recently has resulted from a convergence of political and global economic forces that are far removed from the fundam...
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