There Will Be a World Beyond Russia-Ukraine

Published on
March 22nd, 2022
Duration
42 minutes


There Will Be a World Beyond Russia-Ukraine

The Essential Conversation ·
Featuring Genna Lozovsky and Harry Melandri

Published on: March 22nd, 2022 • Duration: 42 minutes

Ukraine will not be abandoned after its war with Russia ends. It will rebuild as foreign allies provide external funding. And it will once again be a good place to invest, a market-friendly jurisdiction with a proven track record of servicing its sovereign debt. When the present crisis passes, according to Genna Lozovsky, managing partner at Sandglass Capital, Ukraine will prove a solid credit and an attractive target for capital allocation. Lozovsky talks to Harry Melandri, an advisor with MI2 Partners, about the impact of the Russia-Ukraine war on globalization, commodity prices, Europe’s dependency on Russian gas, and China’s role in the aftermath of the war. Lozovsky and Melandri also explain why China will not invade Taiwan and hypothesize about investment opportunities in Russia should regime change take place. Switching hemispheres, Lozovsky notes that Argentina is moving to a more market-based economy and that Sandglass Capital continues to bet on the South American nation. Recorded on March 16, 2022.