Latest updates, insights, and analysis.
Russia President Putin has met with Ethiopian Prime Minister Abiy Ahmed in New Delhi. Discussions involved significant progress in the nuclear energy, agriculture, manufacturing, digital trade and defence sectors as the two countries trade ties deepen and improve. Bilateral trade has tripled in three years with Ethiopia poised to become a gateway to Eastern Africa for Russian investors. We discuss the reasons why.
Russia’s Giredmet Institute, a subsidiary of Rosatom, and India’s ALT Metals have signed a contract to build a trial titanium sponge production facility in India. The product is used in aircraft manufacturing. Russia and India are also discussing the localized production of Russian designed aircraft in India. Several other Rosatom subsidiaries have also signed agreements with Indian firms as the bilateral industrial relationship continues to deepen.
China has unveiled a massive, US$54 billion stimulus plan aimed to get public investment into the economy via the stock markets and motivate trillions of dollars of Chinese savings to reinvest in the economy. Some of this will filter down into Sino-Russian operations and boost investment into Russia. We look at the primary Chinese stocks poised to benefit and how Russian and other investors can acquire them.
With Russia-India trade and investments at record highs, yet Western media in denial as to what is happening, we take a detailed look at the bilateral investment trends occurring between these countries and the listed enterprises likely to be of interest to stock market investors – and the potential for future IPOs of Indian companies involved in Russian projects in India. This analysis is of economic development and financial interest to anyone involved in analysing the Indian stock market and where opportunities are arriving.
Russia’s Sovereign Wealth Fund, JSC BRICS Pay; and the Indian government are to collaborate on developing the BRICS Pay platform initially to service Russia-India trade but also to later roll-out an international financial settlement mechanism that all BRICS countries can use, possibly by 2030. It will liberalise global payments capabilities away from the control currently wielded by the United States and Europe, with all the implications this brings.
Russia has finally begun to roll out its 5G national infrastructure, with the technology able to provide the digitalisation of finance and all industrial enterprises, the control of autonomous vehicles and robotic systems, the development of telemedicine, the operation of smart city systems, the connection of Internet of Things devices, and the creation of private technological networks at industrial sites. It will revolutionise the Russian economy.
The 2026 BRICS Heads of State Summit begins on Saturday, September 12, with India hosting in New Delhi. The summit brings together an enlarged 11-member BRICS at a time of geopolitical conflict, energy disruption, trade tensions and renewed concern about the resilience of global supply chains. Representing about 49% of the world’s population, 40% of global GDP and nearly 26% of world trade, we deep dive the event, examine what to look out for, opportunities to develop, problems to overcome, and the longer term implications for world trade.
Indian airlines have firmed up orders for 105 Ilyushin-114-300 turboprops in a unique arrangement: the initial batch of aircraft will be built in Russia and overseen by India engineers. The production line and technology transfer will then be passed to India where the aircraft will then be made under a licencing agreement with Russia’s United Aircraft Corporation (UAC).
Indian pharmaceutical companies are investing in Russia and building production facilities to produce various drugs. Tens of millions of dollars are being invested into production facilities in Russia Special Economic Zones near Moscow, Kaluga and the Russian Far East. They are replacing the Western pharma companies who exited in 2022.
Significant progress has been made on the proposed India-Eurasian Economic Union Free Trade Agreement. The Eurasian Economic Commissioner for Trade stated that the next round of talks in November “should be the key round of negotiations and will be centered around the key questions of access to each other’s markets.” They are scheduled just before Modi’s planned visit to Moscow, suggesting a deal could be imminent.
Most reports on the Putin-To Lam meetings omitted details of the two countries 50-Point Joint Statement and the 21 strategic development documents. In this follow-up artcle we identify in detail exactly what these were and the implications for Russia-Vietnam-ASEAN trade development. It is essential reading for anyone involved in ASEAN affairs.
Russia’s SberMedicalAI is making inroads into medical markets in the Middle East and Asia with a new, AI powered mirror diagnostic device that detects changes in facial appearance and can analyse changes in blood pressure, pulse, elasticity of the vascular wall, stress and fatigue levels, body mass index, risk of type II diabetes, as well as cholesterol and glycated hemoglobin levels.
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