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.
Novo Nordisk Drops 7.65% on Its London Reset: Peer-Group Growth and a 2032 Deadline
Novo Nordisk closed at DKK 260.00, down 7.65%, after an investor day of 2030 ambitions, a 2032 patent cliff and a DKK 150 billion pipeline promise.
Real EstateUzhhorod at $78,300 Tops Ukraine's Flat Ranking as Kyiv Slips to Third
Ukraine flat prices August 2026: Uzhhorod $78,300, Lviv $77,200, Kyiv $75,000. OLX data on 20 regional centres, rental yields and eOselya lending.
MarketsDiesel at €2.471 and the Tax That Follows: Dublin's Windfall Fight Reopens
EU windfall tax is back: six states press Dublin ECOFIN, diesel at €2.471, Brent at $102, and what national levies mean for Shell, Eni and Repsol.
MarketsAmazon Buys Backup Power: Generac's $2.4 Billion Order and a 2.87% Warrant
Generac Amazon deal: $2.4 billion of generators for 2027-2028, a warrant vesting to $8 billion, and an 18.34% session that reprices AI power supply.
MarketsThe Yen Fell Anyway: BoJ at 1.25% and the Spread That Still Sets the Price
BoJ rate hike to 1.25% sent the yen to 157.5: a 7–2 vote, an intact carry trade, gold at $4,397 and a 250–275 basis point gap with the Fed.
MarketsUkraine's September Payment Queue: Why Minfin Froze Every Capital Line at Once
Ukraine capital spending freeze of 17 September 2026 explained: UAH 39 billion deferred, stalled tranches, Treasury cash, and what the 2027 draft budget assumes.