- PZU (WSE: PZU / FRA: 7PZ / FRA: 7PZ0): Poland and the CEE’s Largest Financial Conglomerate
- US Transferring Russian Assets to Ukraine Will Hollow out US Credibility (Global Times)
- Russia Now Demands Rubles For Grain As World’s Largest Wheat Exporter (Zero Hedge)
- Just Say No – China Has Sprung a Debt Trap on Many Developing Countries (Financial Times)
- Russia is Winning Battle to Control the World’s Wheat (The Times)
- The Economic Impact of a Boycott on Russian Fossil Fuels (RaboResearch)
- Russia Ukraine War’s Global Impact (MetLife Investment Management)
- Russia, Ukraine and China (Franklin Templeton)
- Investment Implications of the Russian Invasion (Franklin Templeton)
- Bloomberg’s Misery Index’s Most Miserable Emerging Markets
- The 15 Most Miserable Emerging Market Economies (Bloomberg)
- Jupiter’s Croft: If History Repeats Itself, Russian Stocks Could Double (FE Trustnet)
- How Canaccord Genuity’s Oliver is Hedging for Iraq & Ukraine Turmoil (FE Trustnet)
- Infographic: Russia’s Sphere of Influence in Context (VOX)
- Russia Moves Up 11 Places in the Global Competitiveness Report (MT)
- Eleven Frontier or Emerging Markets Near Bankruptcy (USA Today)
- Emerging Market Hedge Fund Assets Rise to a Record Despite Russian Losses (PR)
- Mark Mobius’s Emerging Markets Outlook (WSJ)
- Franklin Templeton’s $7.6bn Bond Bet on the Ukraine is 6X Bigger Than its Russian Bond Holdings (EM)
- Thanks America: Ukraine Issues (US Taxpayer Backed) Bonds at 28bps Above US Treasuries
- PKO Bank Polski (WSE: PKO / FRA: P9O): Poland’s Largest Bank That Also Owns a Bank in Ukraine
- Reflections on the Ukraine Crisis: Watershed for EM Investing? (Acadian)
- US Quietly Urges Russia Fertilizer Deals to Unlock Grain Trade (Bloomberg)
- Africans ‘Victims’ of the Ukraine War, AU Head Tells Putin (DW)
- EU Slowly Weening Off Russian Crude Gives Moscow Time To Divert Flows To Asia (Zero Hedge)
- Ukraine War Poses a Threat to EU Industry (RaboResearch)
- EMEA Companies Most Exposed to Russia (FitchRatings)
- Fallout From Russia’s Invasion of Ukraine Has the Potential to Impact SA’s Economy (BusinessReport)
- Top Risks 2019: Bad Seeds (Eurasia Group)
- Russia Consumer Confidence Falls in Latest Nielsen Survey
- New Fragile Five Facing a Forex Crisis: Argentina, Brazil, South Africa, Ukraine & Venezuela (Institutional Investor)
- Resolving the SE Ukraine Conflict Would be a “Massive Buy Signal” for Russia (CNBC)
- Do You Need to Putin-proof Your Portfolio? (FE Trustnet)
- Gazprombank GPB Hires Former Senators Lott and Breaux to Fight Russia Sanctions (CPI)
- Russia Troubles Hit Emerging Markets – Including Emerging Europe (Barron’s)
- The Crimea: Already The Next Hot Real Estate Market? (MT)
- Election Results in Some Fragile Five Emerging Markets Calm Investors (Reuters)
- Russia Promises Guaranteed Support If You Invest in the Crimea (RIA)
- Burisma Holdings, Ukraine’s Largest Private Gas Producer, Welcomes Joe Biden’s Son to the Family
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