Economics & Growth | Emerging Markets | Global | Politics & Geopolitics
Economics & Growth | Emerging Markets | Global | Politics & Geopolitics
This is an edited transcript of our podcast episode with Timothy Ash, published 24 February 2023. Timothy is a Senior EM Sovereign Strategist at the $125bn fund, BlueBay, and is widely considered one of the leading experts on Ukraine and Russia. Prior to joining BlueBay, Tim was Head of CEEMEA Credit Strategy at Nomura International. Before this he was Head of EM Research (ex-Africa) at ICBC-Standard Bank until May 2015; Head of Emerging Markets Research at the Royal Bank of Scotland until June 2012; and Head of EMEA fixed income research at Bear Stearns International (later JPMorgan Chase) until April 2008. In this podcast, we discuss what caused the collapse of the Soviet Union, why Russia didn’t have a quick victory against Ukraine, Putin’s goal of a frozen conflict, and much more. While we have tried to make the transcript as accurate as possible, if you do notice any errors, let me know by email.
This article is only available to Macro Hive subscribers. Sign-up to receive world-class macro analysis with a daily curated newsletter, podcast, original content from award-winning researchers, cross market strategy, equity insights, trade ideas, crypto flow frameworks, academic paper summaries, explanation and analysis of market-moving events, community investor chat room, and more.
Spring sale - Prime Membership only £3 for 3 months! Get trade ideas and macro insights now
Your subscription has been successfully canceled.
Discount Applied - Your subscription has now updated with Coupon and from next payment Discount will be applied.