This is just Yandex, but I'm sure other Russian companies would be in the same boat...
Does anyone know when debt events for other Russian bluechips, and possibly even Russian government bonds themselves are?
Yandex warns of bond repayment and supply risks
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Re: Yandex warns of bond repayment and supply risks
#12I believe the sanctions may well trigger a change in the Russian public's opinion of Putin. Right now, my Russian friends tell me that state propaganda is so strong that a significant proportion of the Russian population believe the Ukranian deaths are due to Ukranians just killing themselves. Surely at some point they'll see that what they're being told doesn't make sense. Especially if they also start to see a dete…
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Re: Yandex warns of bond repayment and supply risks
#13I believe the sanctions may well trigger a change in the Russian public's opinion of Putin. Right now, my Russian friends tell me that state propaganda is so strong that a significant proportion of the Russian population believe the Ukranian deaths are due to Ukranians just killing themselves. Surely at some point they'll see that what they're being told doesn't make sense. Especially if they also start to see a dete…
Surely at some point they'll see that what they're being told doesn't make sense.
I remember thinking that way, too, back in 2016.
Re: Yandex warns of bond repayment and supply risks
#14Normally you'd have simply floated another bond (not a puttable one this time). Credit is a funny thing, it becomes unavailable the moment you need it most ...
Re: Yandex warns of bond repayment and supply risks
#15I believe the sanctions may well trigger a change in the Russian public's opinion of Putin. Right now, my Russian friends tell me that state propaganda is so strong that a significant proportion of the Russian population believe the Ukranian deaths are due to Ukranians just killing themselves. Surely at some point they'll see that what they're being told doesn't make sense. Especially if they also start to see a dete…
In 1930s and following world war 1… did the measure to punish Germany not result in world war 2? Don’t get me wrong, I’m very pro we should do more to help Ukraine … I feel good when I hear oligarchs are losing their super yachts… and I do not see away for the world to do business with Russia now we should be cutting oil purchases too… but really what does this do ? Does it not just further cement a people under the control of a crazy person with more nukes then required to end the world? I feel like maybe we should have sent in air power and troops and been like “bring it”. When things cool down again after Putin - I sure hope the world can come together and finally remove the nukes
Re: Yandex warns of bond repayment and supply risks
#16I believe the sanctions may well trigger a change in the Russian public's opinion of Putin. Right now, my Russian friends tell me that state propaganda is so strong that a significant proportion of the Russian population believe the Ukranian deaths are due to Ukranians just killing themselves. Surely at some point they'll see that what they're being told doesn't make sense. Especially if they also start to see a dete…
I hope you're right — that's certainly one of the conceptual rationales for sanctions.
Unfortunately, it will probably take a lot of catastrophic economic damage before Putin loses support — as in whole companies going down, life savings destroyed, bankruptcies, loss of homes, hunger, desperation. Think of how difficult it is to overcome your own biases — have you ever changed your mind about something your country did?
Sanctions are horrible especially on this scale, and even those of us who believe they are appropriate have to stay clear-eyed about what happens.
Re: Yandex warns of bond repayment and supply risks
#17I believe the sanctions may well trigger a change in the Russian public's opinion of Putin. Right now, my Russian friends tell me that state propaganda is so strong that a significant proportion of the Russian population believe the Ukranian deaths are due to Ukranians just killing themselves. Surely at some point they'll see that what they're being told doesn't make sense. Especially if they also start to see a dete…
Are the Chinese seeing past the propaganda? It will be the same with Russians. Putin wanted this. Now his hands are not dirty and who is going to protest the closing of internet, lack of foreign investors, lack of foreign companies when they are done by the west themselves. New companies will come from within Russia, new investment will flow eventually from either China or from within. Mission accomplished and he has cemented his power till he dies.
Re: Yandex warns of bond repayment and supply risks
#18I believe the sanctions may well trigger a change in the Russian public's opinion of Putin. Right now, my Russian friends tell me that state propaganda is so strong that a significant proportion of the Russian population believe the Ukranian deaths are due to Ukranians just killing themselves. Surely at some point they'll see that what they're being told doesn't make sense. Especially if they also start to see a dete…
You're wrong. People getting angry at West and talking about war. Including nuclear.
They gonna send nukes because IKEA stopped sending Billy?
I'm not sure Billy will come back that way.
Let's face it: Russia is illegaly invading a foreign country that is fighting back hard. The only way I see out for Russia to save itself is by sending Putin into exile and blame it all on him.
Putin hoped for weakness in the west re sanctions and weapons. They play hardball and now Putin is failing.
edit: I also believe nuclear is the only war Russia could even think about against the west. The army isn't that strong obviously... It is really a bad situation because NOBODY in the west has thought about attacking Russia at all. It is all in their heads. It's just plain stupid.
Re: Yandex warns of bond repayment and supply risks
#19I believe the sanctions may well trigger a change in the Russian public's opinion of Putin. Right now, my Russian friends tell me that state propaganda is so strong that a significant proportion of the Russian population believe the Ukranian deaths are due to Ukranians just killing themselves. Surely at some point they'll see that what they're being told doesn't make sense. Especially if they also start to see a dete…
You're wrong. People getting angry at West and talking about war. Including nuclear.
Such a reaction is within expectations — of course there will be resentment, because the tangible consequences of economic hardship on this scale are devastating.
I'd expect such sentiments to continue and amplify over time — but hopefully support for the war will also be driven down in parallel. Even if it's considered a tactical blunder ("we can't afford to keep up this special operation") rather than a moral one.
Re: Yandex warns of bond repayment and supply risks
#20I believe the sanctions may well trigger a change in the Russian public's opinion of Putin. Right now, my Russian friends tell me that state propaganda is so strong that a significant proportion of the Russian population believe the Ukranian deaths are due to Ukranians just killing themselves. Surely at some point they'll see that what they're being told doesn't make sense. Especially if they also start to see a dete…
And Ukrainans believe there's a "ghost plane" in the sky that destroyed half russian air force.