Russia

20 statements across 6 episodes · 4 bullish · 9 bearish · 5 people on the record · first statement Oct 23, 2024 by Mark Mobius · said 154 times in 30 episodes since 2020 · across every show →

Mentions by year

brought up most by Siddhartha Ahluwalia (77), Rajiv Sikri (39), Siddhartha (Siddharth) (5), Matein Khalid (5), Somesh Dash (3), Mark Mobius (3), Thomas Dübendorfer (2), Erik Allebest (2)

tap a year for its mentions
0040880152020202120222023202420252026episodesmentions
08152020202120222023202420252026episodes it came up in
0047.58152020202120222023202420252026episodesmentions per episode
2026 1 mention in 1 episode
2025 62 mentions in 10 episodes 6 per episode
2024 78 mentions in 11 episodes 7 per episode
2023 3 mentions in 3 episodes 1 per episode
2022 2 mentions in 1 episode
2021 2 mentions in 2 episodes 1 per episode
2020 6 mentions in 2 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Russia, oldest first

Oct 23, 2024 positive
Disclosure
Mobius: China and Russia were historically his biggest winning markets
“China was a very, very big winner for us and Russia, by the way, we were invested in Russia and that did very well. Then only later that India started coming up and becoming important.”
Mark Mobius Oct 23, 2024 ▶ 18:40 Millionaire Investor On PM Modi, India Opportunity, & Wealth Creation | Mark Mobius | Neon Show
Oct 23, 2024
Assertion Partly supported
Only six emerging markets were open to foreign investors in 1987
“When we started that emerging markets fund the only markets were open at that time. Were Hong Kong, Philippines, Malaysia, Singapore Thailand, and Mexico. That was it. All the other, of course, that time, China was closed. Russia was closed. Most of Latin Amer…”
Mark Mobius Oct 23, 2024 ▶ 10:27 Millionaire Investor On PM Modi, India Opportunity, & Wealth Creation | Mark Mobius | Neon Show
Oct 26, 2024 neutral
Assertion Supported
Sikri: India buys discounted Russian oil, refines it, and exports to Europe
“We have managed to get a cheap oil from Russia because they couldn't sell it in the global market. So we have been buying the oil, refining it, and selling it to Europe at a profit.”
Rajiv Sikri Oct 26, 2024 ▶ 46:10 Rajiv Sikri Former MEA Secretary On India-US Relations, Pakistan's Decline & Bangladesh
Oct 26, 2024 negative
Assertion Supported
Sikri: Western sanctions on Russian diamonds triggered unemployment in Surat, India
“Our diamond trade is in trouble, our Surat diamond cutters, because the Europeans and the Americans have said that they will, the diamonds which are coming from roughs, which are coming from Russia cannot be processed and sold in the West. So Since that is a b…”
Rajiv Sikri Oct 26, 2024 ▶ 46:39 Rajiv Sikri Former MEA Secretary On India-US Relations, Pakistan's Decline & Bangladesh
Oct 26, 2024 negative
Opinion
Sikri: Pushing China and Russia together is a major US strategic mistake
“Well, now the Americans have brought China and Russia much closer, which I think is a strategic mistake from American point of view, because Chinese American thinkers like Brzezinski and others, and earlier also have all argued that you don't want Eurasia to b…”
Rajiv Sikri Oct 26, 2024 ▶ 1:10:31 Rajiv Sikri Former MEA Secretary On India-US Relations, Pakistan's Decline & Bangladesh
Oct 26, 2024 bearish
Opinion
Sikri: Ukraine is gradually losing the ground war
“Ukraine is losing the war on the ground gradually, but it is losing the war on the ground.”
Rajiv Sikri Oct 26, 2024 ▶ 44:39 Rajiv Sikri Former MEA Secretary On India-US Relations, Pakistan's Decline & Bangladesh
Oct 26, 2024 neutral
Opinion
Sikri: Russia remains the only nation capable of destroying the US
“Russia today is the only country which has the capacity to inflict unacceptable damage and even destroy the United States.”
Rajiv Sikri Oct 26, 2024 ▶ 39:35 Rajiv Sikri Former MEA Secretary On India-US Relations, Pakistan's Decline & Bangladesh
Oct 26, 2024 negative
Opinion
Sikri: The US Was Consumed by Hubris in the 1990s
“Unfortunately in the nineties the United States was consumed by hubris, and they felt that, you know, as Francis Fukuyama said, this is the end of history.”
Rajiv Sikri Oct 26, 2024 ▶ 31:39 Rajiv Sikri Former MEA Secretary On India-US Relations, Pakistan's Decline & Bangladesh
Dec 20, 2024 positive
Opinion
Khalid: India Can Domestically Produce Almost All Russian Arms It Buys
“India has reached this technological state where there is nothing very much that it is buying from Russia in terms of armaments that it cannot produce itself, right? Or should be producing itself.”
Matein Khalid Dec 20, 2024 ▶ 29:04 Global Investor Matein Khalid On World Economy | The Neon Show
Aug 22, 2025 negative
Assertion Partly supported
Sikri: Germany is de-industrializing after cutting off cheap Russian energy
“Frankly, the European attitude surprises me because they are de-industrializing. I mean, for 5060 years, they have been dealing with Russia, they've benefited, particularly Germany has benefited from low energy prices, reliable energy supplies.”
Rajiv Sikri Aug 22, 2025 ▶ 26:53 Is China Behind Pakistan's Military Moves? | US Tariffs Hitting India’s Economy w/ Rajiv Sikri
Aug 22, 2025 neutral
Insight
Sikri: India-Russia ties are driven by pragmatism, not Soviet-era ideology
“Look, there's no room for sentimentalism in relationships. I think relationship today is not based on ideology as it was in Soviet times. It is based on pragmatism and what serves each country's national interests.”
Rajiv Sikri Aug 22, 2025 ▶ 24:39 Is China Behind Pakistan's Military Moves? | US Tariffs Hitting India’s Economy w/ Rajiv Sikri
Aug 22, 2025 neutral
Opinion
Sikri: Russia's Strategy Toward Europe Is Defensive
“So the Russian strategy is a defensive one.”
Rajiv Sikri Aug 22, 2025 ▶ 27:54 Is China Behind Pakistan's Military Moves? | US Tariffs Hitting India’s Economy w/ Rajiv Sikri
Aug 22, 2025 bearish
Opinion
Sikri: Russia is winning in Ukraine and will not stop fighting
“Well, basically Russia is winning the war as far as I can see. And Russia has been fighting it for what, three and a half years now almost. They have also invested a lot of money, prestige, lives, and they are unlikely to stop till they have achieved their min…”
Rajiv Sikri Aug 22, 2025 ▶ 14:37 Is China Behind Pakistan's Military Moves? | US Tariffs Hitting India’s Economy w/ Rajiv Sikri
Aug 22, 2025 neutral
Assertion Supported
Sikri: India now buys 40% of its imported oil from Russia
“After all, you know, if you're buying 40% of our imported oil from there, it's a lot.”
Rajiv Sikri Aug 22, 2025 ▶ 25:33 Is China Behind Pakistan's Military Moves? | US Tariffs Hitting India’s Economy w/ Rajiv Sikri
Aug 22, 2025 bearish
Assertion Not checkable as stated
Sikri: Slow, cautious global de-dollarization is currently underway
“There's a slow de-dollarization which is underway. Very cautious, very careful because nobody wants to get on the wrong side of America. But like India or China or Russia or other countries are trading in their national currencies”
Rajiv Sikri Aug 22, 2025 ▶ 2:25 Is China Behind Pakistan's Military Moves? | US Tariffs Hitting India’s Economy w/ Rajiv Sikri
Aug 22, 2025 negative
Opinion
Sikri: Britain Has Delusions of Great Power Status Regarding Russia
“Well, you know, Britain, ah, I think still has delusions of being a great power, you know. And, ah, I think they have a particular, ah, rivalry or antipathy towards Russia.”
Rajiv Sikri Aug 22, 2025 ▶ 28:52 Is China Behind Pakistan's Military Moves? | US Tariffs Hitting India’s Economy w/ Rajiv Sikri
Aug 22, 2025 negative
Opinion
Sikri: Unlike in Russia, oligarchs still control politics in Ukraine
“That did not happen in Ukraine. So the oligarchs are still controlling the politics of Ukraine.”
Rajiv Sikri Aug 22, 2025 ▶ 23:04 Is China Behind Pakistan's Military Moves? | US Tariffs Hitting India’s Economy w/ Rajiv Sikri
Aug 22, 2025 neutral
Opinion
Sikri: Russia will not unthinkingly back India over China and Pakistan
“But Russia will not, ah, unthinkingly support India. They also have their interests to look at, ah, whether it is vis-a-vis China, which is now increasingly influential on Russia. Or, ah, Pakistan, which remains, because of its geography, a very, very importan…”
Rajiv Sikri Aug 22, 2025 ▶ 25:50 Is China Behind Pakistan's Military Moves? | US Tariffs Hitting India’s Economy w/ Rajiv Sikri
Oct 3, 2025 positive
Assertion Contradicted
Jadeja: India Is the Only Country with Open Doors to Russia and Ukraine
“India is the only country that has its foot in the door open with Russia and with Ukraine.”
Asha Jadeja Motwani Oct 3, 2025 ▶ 16:41 Why YOU Should Know About Rajeev Motwani, a Genius Indian-American Professor
Nov 18, 2025 positive
Assertion Not checkable as stated
Dash: US defense sector seeks startup alternatives to Russian supply
“The defense sector, which you and I were just talking about, is extremely focused on finding the right primes and startups to actually become a second source to Russia.”
Somesh Dash Nov 18, 2025 ▶ 6:06 What 20 Years of Investing taught Somesh Dash of IVP after backing Perplexity, Figma, Dropbox
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