Markets, capital, and the discipline of patient investing.
RFC Capital Research publishes the independent analysis of Ruslan Averin — an investor focused on public markets, sovereign and corporate fixed income, cross-border real estate, and capital allocation across emerging and frontier markets.
No institutional mandate, no house view to defend — a working record of how one investor thinks about risk, value, and the markets most analysts avoid.
Eli Lilly Q3 2026 Preview: Volume Versus Price, and the $22.58 Billion Question
Eli Lilly Q3 2026 earnings preview: $22.58 billion consensus, Mounjaro and Zepbound price erosion, Foundayo's first full quarter and the 2026 guidance math.
MarketsTwo Holds, One Message: How the Fed and ECB Decisions Reach the Hryvnia
Fed and ECB decisions on 28–29 October 2026: pause expected, December hikes priced, and what the dollar, euro, bond yields and hryvnia rates do next.
Real EstateKyiv Resale Flats: Prices Cut, Sales Speed Up to 35 Days — LUN Data
Kyiv flat prices October 2026: two-room asking medians down 12.5% in six months to $98,000, sale times 35 days, new builds up 18% on the year.
MarketsUAH 1.65 Billion in Small Notes Still Out: NBU Exchange Window Closes 26 February 2027
NBU withdrawal of UAH 1, 2, 5 and 10 notes of 2003–2007 designs: free exchange at any bank until 26 February 2027, then four authorised banks to 2029.
MarketsShell and TotalEnergies 29 October: Buybacks, Not Profits, Will Decide the Reaction
Shell and TotalEnergies Q3 2026 results on 29 October: record $42 refining margin, $97.0 Brent, buyback decisions and Q4 guidance in focus.
Real EstateKyiv's Autonomy Premium: Generators Buy Occupancy, Not a Higher Rent Cheque
Kyiv rent autumn 2026: one-room median UAH 16,000, down 6%. How generators and autonomous heating add a 10–20% premium and protect occupancy.