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Dragon Capital News and Comments

  • Jun 19, 2014

    EBRD Lends USD 30 Million To Ukraine's Nyva Pereyaslavschyny

    The European Bank for Reconstruction and Development (EBRD) is lending USD 30 million to Nyva Pereyaslavschyny (Nyva), one of the largest Ukrainian pork producers, which will use the proceeds to expand its pig breeding operations and improve their effi

  • Jun 19, 2014

    Dragon Capital Recognized As Best Research Team in Ukraine

    Analysts at Dragon Capital took top honors as the best research team in Ukraine in the latest Thomson Reuters Extel Europe Survey. Apart from recognizing the Dragon research team’s general leadership, global funds participating in the survey also endor

  • 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

  • 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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Research

  • Ukrainian Economy: Downgrading Macro Forecasts on Russia-Related Factors Aug 22, 2014
    We downgrade our 2014 real GDP forecast by 4.0pp to -7.5% y-o-y on a combination of factors including: (i) stronger than initially expected adverse impact on economic activity of the military conflict in the east, (ii) likely further suspension of Russ ...
  • Ukrainian and Belarusian Bonds Weekly Aug 18, 2014
    Global risk markets finished the week generally stronger despite sell-off on Friday. After providing a benign backdrop early on with relative calm in Iraq and Ukraine, geopolitical worries escalated towards the weekend over new developments around Ukra ...
  • Ukraine Strategy Weekly: Russia’s “Peacekeeping” Thirst Unnerves Markets Aug 11, 2014
    Last week’s developments around the military conflict in eastern Ukraine can be split in two parts. The first, fighting on the ground, saw Ukrainian troops recapture several more towns, effectively encircling the Donetsk and Horlivka based separatist unit ...
  • Ukrainian and Belarusian Bonds Weekly Aug 11, 2014
    Risk aversion prevailed globally last week on increased geopolitical tensions around Ukraine and, to a lesser extent, Iraq and Israel. Reports about a Russian troop build-up near the Ukrainian border and speculation about the growing probability of a Russ ...
  • Ukraine Economic Chart Book: Preparing to Cope With New Hurdles Aug 04, 2014
    July was another eventful and dramatic month for Ukraine. The downing of Malaysia Airlines flight MH17 by pro-Russia separatists in Donetsk region in mid-July triggered significant shifts on the geopolitical front. Domestic politics grew turbulent once ag ...
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