Dragon Capital News and Comments
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Apr 09, 2014
Stepan Kubiv: “The Ukrainian financial system is going through very challenging times due to recent and ongoing events in the country, and the NBU’s immediate priority is to restore the confidence of private customers in order to stop deposit outflows”
Conference Notes: Highlights from the speech delivered by Stepan Kubiv, Governor, National Bank of Ukraine, the special guest speaker of the conference
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Apr 08, 2014
Participants of Dragon Capital’s 10th Ukraine Investor Conference Share Views on Ukraine’s Pressing Economic and Political Issues
During the morning sessions of Dragon Capital’s 10th Annual Ukraine Investor Conference held on April 2-3, participating international and local investors as well as representatives of Ukrainian companies were asked to electronically vote on
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Apr 07, 2014
Arseniy Yatsenyuk: “The government is ready to implement real reforms, yet… it had to start with applying “painkillers … to rehabilitate the economy and prevent the country dying”
Conference Notes: Highlights from the keynote speech delivered by Prime Minister Arseniy Yatsenyuk
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Apr 04, 2014
Dragon Capital Holds 10th Annual Ukraine Investor Conference
Western investors are supportive of the actions of the new Ukrainian government, which suggests improving prospects for the sovereign and corporates to return to international markets and attract foreign capital via privatizations or IPOs of state owne
Research
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Ukraine’s relations with Russia went from bad to worse over the weekend as Saturday’s downing of a Ukrainian military transport plane by separatists in Luhansk sparked a violent protest at the Russian embassy building in Kyiv and EU-brokered gas price ...
Ukrainian Politics: Feud with Russia and Fighting in the East Heat Up Jun 16, 2014 -
Last week was marked by a mixed performance, with developed markets mainly softening but some EMs outperforming. One of the key trends was profit taking in DMs after a few weeks’ rally accompanied by worries over hawkish comments by the BoE governor, h ...
Ukrainian and Belarusian Bonds Weekly Jun 16, 2014 -
Realistically speaking, we expected no quick breakthrough in the authorities’ “anti-terrorist operation” in the east. Although the new president, Petro Poroshenko, originally spoke of developing a peaceful solution to separatist unrest and even announc ...
Ukraine Strategy Weekly: Russia Brings Back Negative Sentiment Jun 16, 2014 -
After falling sharply in early 2014, the hryvnia has stabilized at near UAH 12.0:USD, down 31% YTD, overshooting our estimated “optimal range” of UAH 9.5-10:USD but performing in line with the IMF’s “shock scenario”. The weaker currency along with siza ...
Ukrainian Economy: Revised Macro Outlook: Hryvnia at UAH 11.5-12.0:USD, External Rebalancing, Mild Recession Followed by Recovery Jun 11, 2014 -
With Petro Poroshenko due to be sworn in as Ukraine’s new president tomorrow, we take a quick look at the scope of authority accorded to him by the recently reinstated 2004 constitution (please see our summary table on page 3). Although the constitutio ...
Ukrainian Politics: What and How Much the New President Can Do Jun 06, 2014
