After The War, Eastern European Growth?

AlphaSwing & AlphaValue have assumed that some kind of end to the Ukraine war (as distinct from peace) could happen in 2025 so as to undertake a thought experiment of these defining times, including for financial markets. In this review, we come up with a list of need-to-know items (economic, military, political). This has to be a live piece obviously. 

The document covers the impacts on Russia, Poland  and...Turkey, the one regional power set to emerge, the new balance of military might with Ukraine becoming the largest European military power, the Chinese gains trade wise, the Ukrainian refinancing and macro resilience, the reconstruction needs, the impacts of a thinning population, and a first list of Ukrainian companies that could be springboards for European corporates to address the post-war opportunities. 

The essence of these opportunities is that Europe is likely to see strong growth on its eastern front. This is worth exploring. 

Reach out to us at sales@alphavalue.eu and read more in A user guide to the (likely) 2025 end of the Ukraine war.