- I believe military action is unlikely, seeing as Russia stands to lose a lot even if it were to stage a “successful” invasion.
- Tensions have created what I believe is an attractive entry point for Russian stocks, which were gaining nicely before Russian troops were positioned on the Ukrainian border in late October.
- We like Russian stocks for two big reasons: attractive valuations, and high dividends.
- In addition, Russia is managed with enviable monetary and fiscal discipline.
For further details see:
Russia-Ukraine Tensions Offer Unique Buying Opportunity For Investors