ActivismThe week in investor relations: Russia doubles oil revenues, Tesla shares down on Twitter deal and retail loses steam Apr 29, 2022Garnet Roach– Russia has nearly doubled its revenues from selling fossil fuels to the EU during the two months of war in Ukraine, benefiting from...Read more
Buy sideThe week in investor relations: Potential profit in Russia ADR delistings, Mifid II made research less competitive and Musk in Twitter buyout offer Apr 14, 2022Garnet Roach– Reuters said that Russian companies and a number of global banks could profit if Moscow moves to de-list Russian companies’...Read more
Technology & Social MediaThe week in investor relations: Retail trading remains strong, Shell’s $5 bn Russia writedown and Elon Musk joins Twitter Apr 08, 2022Garnet Roach– Retail trading is down from peak numbers reached during the height of Covid-19, but holding well above pre-pandemic levels, and...Read more
ActivismThe week in investor relations: Biden against buybacks, Ackman swears off short-selling and Shanghai lockdown sees traders camp out Apr 01, 2022Garnet Roach– CNN reported that the Biden administration wants to discourage stock buybacks, which critics say allow executives to manipulate...Read more
Corporate accessThe week in investor relations: ‘Rooney Rule’ not driving change, Nomura tops Japan corporate access survey and the end of globalization as we know it Mar 25, 2022Garnet Roach– US companies have adopted the ‘Rooney Rule’ – a practice of interviewing minority candidates for top jobs – but it hasn’t led to...Read more
Shareholder targeting & IDThe week in investor relations: What Russia exits mean for ESG, Amazon share split and delisting fears resurface in Hong Kong Mar 11, 2022Garnet Roach– According to CNBC , as companies exit Russia with unprecedented speed, one of the questions being weighed is where this response to...Read more
Case studiesMSCI Russia reclassification to stand-alone market comes into force Mar 09, 2022Garnet RoachEffective today, Russia has been reclassified by MSCI from emerging markets status to stand-alone markets status. The global index...Read more
Buy sideThe week in investor relations: Russian stocks ‘uninvestable’ and SEC investigates climate risks Mar 04, 2022Tim Human– MSCI will drop ‘uninvestable’ Russian companies from its emerging markets indices following the heavy sanctions placed on Russia’s...Read more
Corporate accessBP’s sale of Rosneft stake underlines ‘stark choices’ facing companies with Russian links Feb 28, 2022Tim HumanBP will offload its lucrative holding in Rosneft amid heavy pressure on companies to cut ties with Russia over the conflict in Ukraine...Read more
Sell sideThe week in investor relations: Markets see wild swings and Russian stocks plunge amid war in Ukraine Feb 25, 2022Tim Human– Stock markets experienced wild swings after Russia launched a wide-ranging attack on Ukraine, reported CNBC . On Thursday, the S...Read more