A considerable number of international players in various industries have recently left the Russian market. The companies reconsider their investment strategies, revisit investment portfolios, and divest from loss-making projects that no longer conform to the new rules of the game.
Potential investors are now facing the challenge of finding new lucrative market niche that are likely to be associated with the fast-growing Russian companies that substitute companies exiting the market or companies located in the friendly territories. A special focus will be on cybersecurity, digitalization, EdTech, software development, payment and cloud services, analytics systems, consulting and pharmaceuticals.
Tatiana Zakharina, CFA, Senior manager, OKS LABS shares expertise on the value analysis of the investments in the fast-growing assets.