The Case for Ukraine: Bonds Prices Reflect Invasion, Not Increased International Funding

By Eric Fine, Head of Active EM Debt, Van Eck Associates Corporation Summary Ukraine bonds collapsed following Russia’s invasion. At this time, we are accumulating bonds, as we believe a Ukraine that can finance itself easily is likely to emerge. Ukrainian bonds just got very cheap relative to history. Ukraine bonds collapsed following Russia’s invasion. Exhibit 1 showsRead More

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