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Timothy Ash

Timothy Ash is a Senior emerging market (EM) sovereign strategist at BlueBay Asset Management. He is also an Associate Fellow at the Chatham House's Russia and Eurasia Programme. Ash specializes in emerging European economics, as related to fixed income investments.

Articles

Opinion: Orban is plain wrong on Ukraine

Opinion: Orban is plain wrong on Ukraine

by Timothy Ash

Hungarian Prime Minister Viktor Orban sought to blackball Ukraine’s bid to formally start EU accession talks last month, arguing that Ukraine was simply not ready. Ultimately, the other 26 EU member states decided to ignore Orban’s protestations and formally agreed to the start of accession talks with Ukraine.

Timothy Ash: Solutions need to be found for grain exports

Timothy Ash: Solutions need to be found for grain exports

by Timothy Ash

On July 17, 2023, Russia pulled out of the Black Sea Grain Initiative. The initiative was originally brokered in August 2022 by Turkey between Russia and Ukraine. It had been successful in facilitating the export of 32.5 million tonnes of grain out of Ukrainian ports, leaving in over 1,

Timothy Ash: Some concerns on Ukraine's reconstruction

Timothy Ash: Some concerns on Ukraine's reconstruction

by Timothy Ash

As we approach the much heralded and expectant Ukraine Recovery Conference due to be held in London later this month, I cannot help but feeling a little perplexed, or even disturbed by a number of developments – is it just me? But... First, I am just amazed how quickly an industry

Timothy Ash: What Xi really wants in Moscow

Timothy Ash: What Xi really wants in Moscow

by Timothy Ash

Editor’s Note: The following is taken from Timothy Ash's Substack blog, @tashecon blog, and republished with his permission. The opinions expressed in the op-ed section are those of the authors and do not purport to reflect the views of the Kyiv Independent. First, I think ideally Xi would want

Timothy Ash: Is China serious about peace?

Timothy Ash: Is China serious about peace?

by Timothy Ash

Editor’s Note: The opinions expressed in the op-ed section are those of the authors and do not purport to reflect the views of the Kyiv Independent. Over the past month, we have seen a sudden, and somewhat surprising, volte-face by China in terms of its approach to Russia’s

Timothy Ash: Putin the gambler may have gone too far to back down

Timothy Ash: Putin the gambler may have gone too far to back down

by Timothy Ash

Editor’s Note: This op-ed was published by Atlantic Council. It is republished here with permission. Russian President Vladimir Putin has moved to escalate tensions with Ukraine in recent months by putting a huge and unprecedented Russian military force on its borders while launching a concerted “coercive” diplomatic effort sketching

Timothy Ash: Putin is preparing for war

Timothy Ash: Putin is preparing for war

by Timothy Ash

I have certainly put myself out there as having the most hawkish view on Russia (compared to the street consensus), but I still find it difficult to see anything but escalation by Russia with Ukraine from the current postures. Why? First, I just don’t see much room for compromise

Timothy Ash: What Kazakhstan's protests mean for the global economy

Timothy Ash: What Kazakhstan's protests mean for the global economy

by Timothy Ash

Editor’s Note: The following are the analytical notes that Timothy Ash, senior strategist at Bluebay Asset Management, distributes to his subscribers. The Kyiv Independent is reposting it with permission. It seems that “order” will be restored in Kazakhstan, but only with the help of Russian/CSTO (Collective Security Treaty

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