Russia's Pivot To Asia: Issue 105
September 17, 2026
Russia – and half of the world – had a successful BRICS summit this past week, not that you’d know that from the other half who ignored it. The BRICS part of the world is now responsible for half the global population, 40% of global trade and 25% of its exports. What happens at BRICS has global implications. This week we provide extensive details of what occurred, including a deep dive BRICS 2026 summary, the New Development Bank’s new Investment Platform and the revolutionary trade and investment input this will bring, as well as President Putin’s bilateral meetings with India, Malaysia, Vietnam, Egypt, Ethiopia, South Africa and the UAE, including planned new investments. Just prior to BRICS, the China-Russia Intergovernmental Forum was held, revealing over US$240 billion of pipeline investments. Here, we examine China’s massive US$54 billion economic stimulus and the impact on Chinese companies working with Russia and explore the growing relations and connectivity between North China and the Russian Far East – also revealing where stock market and IPO investment opportunities lie. We conduct the same research into Indian stocks and where the fundamentals suggest involvement in Russian projects can be expected to create improved dividends that all investors can access. Finally, we look at Russia’s 5G rollout and what this means, a cool Russian AI medical tool launched in the Middle East, Kazakhstan’s approval of a Russian diabetes drug, and why Russian aluminium exports to Brazil have risen by nearly 200% this year. The G7, frankly, is lagging well behind.