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Dragon Capital is pleased to note the growing interest of international investors in the Ukrainian market and the increasing number of Western funds participating in the 8th Annual Ukraine Investor Conference held on March 22-23, 2012.
MoreDragon Capital News and Comments
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Apr 16, 2012
Andriy Bespyatov Appointed President of CFA Ukraine
Andriy Bespyatov, Ph.D., CFA has been appointed President of CFA Ukraine, the leading national society of investment professionals and a member of the CFA Institute global network.
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Apr 11, 2012
Dragon Capital's Seminar “Frankly About the Stock Market” - Kyiv, April 18
On April 18 (Wednesday) 2012, Dragon Capital, a top investment bank in Ukraine, will hold an open seminar "Frankly About the Stock Market". Please register online for free entrance: kiev.dragon.ua<
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Apr 05, 2012
Prof. Leszek Balcerowicz: For the reforms in Ukraine to succeed politics should be separated from business
In his special address during Dragon Capital’s 8th Annual Ukraine Investor Conference Prof. Leszek Balcerowicz, Former Deputy Prime Minister, Finance Minister and President of the National Bank of Poland, discussed economic systems, in
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Mar 30, 2012
Tomas Fiala: the Government stabilized the macroeconomic situation, but the market is waiting for the resumption of reforms to improve the investment climate
Dragon Capital’s 8th Annual Ukraine Investor Conference, held in Kyiv on March 22-23, gathered investors and leading Ukrainian politicians and businesspeople to discuss political and macroeconomic issues, as well as problems currently facing
Research
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Last week Ukrainian markets were driven by global sentiment and sovereign Eurobonds lost 2-3 points on the back of negative headlines about Greek banks coming from the ECB. Five-year CDS spreads for Ukraine closed 64bp w-o-w wider at 855bp on Friday, up 6 ...
Ukrainian Bonds: Global Sentiment Widens Spreads May 21, 2012 - After a promising 1Q12 marked by positive expectations fueled by the ECB’s monetary easing, EU (especially GIIPS) banks are finding themselves in a new round of turbulence facing emerging challenges to asset quality, adverse operating conditions and restr ...
- We recommend buying DTEK 15s which are trading with an attractive 206bp spread to the sovereign curve (11.3% YTM). The company recently reported strong 2011 financials and is set to benefit from a recent privatization spree during which it acquired stakes ...
- It seems that “sell in May and go away” is firmly cementing itself as a new post-2008 tradition. Last week the MSCI World index was down by 1.8% w-o-w while the MSCI Emerging Markets and Frontier Markets indices shed 4.1% and 1.6% respectively. Deteriorat ...
- Ukraine’s 5-year CDS spreads closed 26bp w-o-w wider at 791bp last week (-58pp YTD), in line with CEE credits’ dynamics (CDS for Hungary, Bulgaria, Romania and Poland widened by 23bp w-o-w on average). As a result, Ukraine’s sovereign curve moved up by 30 ...
