Navigating Challenges for Strategic Investment Opportunities
The recent ministerial reshuffles in Russia’s defense and space sectors have reshaped priorities, creating both risks and opportunities for investors in state-backed enterprises. While sanctions and execution delays remain critical hurdles, the Kremlin’s emphasis on modernizing strategic assets like the Sarmat missile, satellite constellations, and combat aircraft presents avenues for capital allocation in high-potential, state-priority sectors. Below is an analysis of key investment themes, risks, and potential entry points.
1. Sarmat Intercontinental Ballistic Missile (ICBM): A Critical Priority with Technical Hurdles
The Sarmat, designed to replace the aging RS-20 Voevoda, is a cornerstone of Russia’s nuclear deterrence strategy….
