Investors are increasingly searching for undervalued Russian assets that could rebound significantly if a peace agreement with Ukraine is reached. With rising hopes fueled by conversations between President Donald Trump and Russian President Vladimir Putin, there is speculation about lifting sanctions, allowing capital to return to Russia. Despite the optimism, risks remain, including the potential for resumed conflict and renewed sanctions. Traders are already engaging with foreign-listed Russian companies and exploring derivative contracts, indicating a growing interest in accessing the Russian market cautiously.
Investors are quietly searching for beaten-down Russian assets that could surge in value if a peace deal is struck and capital floods back into the country.
There's an aggressive search for securities of Russian issuers around the world... Investors in general are asking how quickly they can enter the Russian market.
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