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Alexey Golubovich CIO, Chief Strategist, Managing Direcor

Time to Invest in Ukraine

Speaking at the "Ukraine’s European Vector: Impact on Business" confernce organised by Concorde Capital in London, Managing Director of Arbat Capital Alexey Golubovich said: 

«The recent political changes give Ukraine an opportunity to be the first big country in the post-Soviet space to make a real large-scale transition from a government-controlled to free market economy. Ukraine has the potential for successful modernization and liberal economic reform. Worsening trade conditions with Russia is the main challenge to Ukraine, and they might harm some sectors (railcar, paper, furniture and confectionery producers). With the right package of reforms, Ukraine has a chance for the fast modernization of export-oriented industries and its agro-industrial sphere. It inexpensive and highly qualified workforce and position “near the EU, but without full-scale EU bureaucratic regulations” offer an excellent  opportunity for growth. The most attractive sectors for investments are food, grain producers, sunflower and other oil-bearing crop processors, building materials, IT services, transportation and storage, and sea ports». 

Ukrainian listed equities: Buys 

Ukraine conference_11.07.14.JPG

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The conference was focused on political and economic reforms, new investment opportunities that have emerged in Ukraine after the presidential elections, the growth potential for industrial, agricultural, financial sectors.

Over 50 hedge funds, private equity funds (with over $ 1 trillion under management), British politicians, journalists and experts participated at the conference as well as Ukrainian business representatives and members of government agencies. 

Download conference agenda

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