On the back of that

    Crimea : Referendum this Sunday

    Posted by ckats on 12th of Mar 2014 at 08:39 am

    On the back of that (althought my opinion is that the decision for the split of Ukraine has already been taken and the US and EU Officals threats to Russia is just about TV time) there are some very interesting opportunities in Russian equities and fixed income developing (banking bonds with BBB names trading at 6.5% yield to maturity) and corporate names trading at 0.5 P/B.

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