The Case for Ukraine: Bonds Prices Reflect Invasion, Not Increased International Funding
March 13, 2022 at 19:00 PM EDT
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...