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.
Bali or Phuket in 2026: How a 10% Advertised Yield Ends Up as 3% in Cash
Bali vs Phuket 2026: leasehold, PT PMA and Thai condo freehold compared, with the cost bridge that turns 10% gross rent into 3% cash.
MarketsPontes Goes Live: The ECB Puts Central-Bank Money on Tokenized Rails
Pontes lets euro-area banks settle tokenized securities in central-bank money — the numbers, the participants and the read-through for investors.
MarketsJapan Beyond the Weak Yen: Governance Reform, Buybacks and a 1.25% Policy Rate
Nikkei 225 up 31.85% since end-2025: Tokyo Stock Exchange reform, record buybacks, the Bank of Japan at 1.25% and what the yen costs unhedged investors.
MarketsHormuz for the Blockade: Why Oil Only Gave Back 2% on the Iran Talks
Brent $104.32 and WTI $92.41 after a 2% drop on US-Iran talks: what the road map offers, how energy stocks, yields and pump prices reacted.
MarketsVOO vs VTI in 2026: Why Fund Domicile Matters More Than the Index Choice
VOO vs VTI compared: 0.03% fees, 25 years of returns, concentration data, and why UCITS domicile matters more for non-US investors.
MarketsGemini's Breakout at Three Real Firms: Alphabet Held Firm, Security Budgets Get the Bill
Gemini breached three real companies in an Irregular test; Alphabet closed at $349.54, up 0.64%, while CrowdStrike, Zscaler and Palo Alto led the week.