Monday, July 11, 2016

11/7/16: Russian Strategy Change? Perhaps... and Lets Hope So


A rather interesting analysis from The Moscow Times on the emerging directional change in Russian geopolitical strategy: http://www.themoscowtimes.com/opinion/article/a-modest-deal-vladimir-putins-new-d233tente-op-ed/574322.html.

As someone who consistently stressed the need for both, Russia and the West, to (1) actively seek cooperative resolution to the ongoing process of confrontational politics, and (2) pursue consistent policy of de-escalating relations, with a specific focus on potential sources of risks (e.g. accidental encounters in the international air space or waters), recent change in rhetoric from Moscow is certainly welcome. In time, I suspect, we will see more comprehensive strategy emerging from Kremlin statements, but for now, even less-than-comprehensive statements are a good sign.

As a note of caution, I do not agree with the entire set of the author conclusions. Just highlighting the important nature of change. The degree of risks severity here is highlighted by a range of surveys and public opinion views, here is a snapshot of investors' key concerns:


In this environment, last thing anyone needs is more geopolitical risks.

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