03-02-2022, 03:23 AM
Investing in the Russian situation
<!-- SC_OFF --><div class="md"><p>Free thoughts worth what you paid for them.</p> <p>I'm seeing chatter about investing in Russian assets. While that may be tempting from a valuation standpoint (if the transaction could even be executed) there is a far more liquid and safer trade here.</p> <p>Invest in competitors or directly in commodities.</p> <p>The removal of Russian commodities from supply will increase the prices of these and help competing suppliers, from oil and gas to wheat and potash. There is no reason to chase ownership of Russian assets that may be at the whim of the Russian government, when the same exposure is available in other markets.</p> </div><!-- SC_ON --> submitted by <a href="https://www.reddit.com/user/market-unmaker"> /u/market-unmaker </a> <br/> <span><a href="https://www.reddit.com/r/investing/comments/t4gr2e/investing_in_the_russian_situation/">[link]</a></span> <span><a href="https://www.reddit.com/r/investing/comments/t4gr2e/investing_in_the_russian_situation/">[comments]</a></span>Kind Regards R
<!-- SC_OFF --><div class="md"><p>Free thoughts worth what you paid for them.</p> <p>I'm seeing chatter about investing in Russian assets. While that may be tempting from a valuation standpoint (if the transaction could even be executed) there is a far more liquid and safer trade here.</p> <p>Invest in competitors or directly in commodities.</p> <p>The removal of Russian commodities from supply will increase the prices of these and help competing suppliers, from oil and gas to wheat and potash. There is no reason to chase ownership of Russian assets that may be at the whim of the Russian government, when the same exposure is available in other markets.</p> </div><!-- SC_ON --> submitted by <a href="https://www.reddit.com/user/market-unmaker"> /u/market-unmaker </a> <br/> <span><a href="https://www.reddit.com/r/investing/comments/t4gr2e/investing_in_the_russian_situation/">[link]</a></span> <span><a href="https://www.reddit.com/r/investing/comments/t4gr2e/investing_in_the_russian_situation/">[comments]</a></span>Kind Regards R