Timothy Ash

Timothy Ash

Timothy Ash is a London-based senior emerging markets sovereign strategist for Bluebay Asset Management Company.
Articles by Timothy Ash
Opinion

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

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 out new ...
Opinion

Timothy Ash: Putin is preparing for war

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 between ...
Opinion

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

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 Organization) troops. ...
Opinion

Timothy Ash: What Kazakhstan unrest means for Ukraine amid upcoming US-Russia security talks

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. Despite fighting talk from Kazakh President Kassym-Jomart Tokayev, it’s unclear whether he has the support of enough of the security forces ...
Opinion

Timothy Ash: Ukraine has much stronger macro, better able to endure Russian aggression

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. With lots of focus now on the heightened military threat from Russia, I assume there will be concern about how durable ...