Timothy Ash’de yerellere vurgu yapıyor. Yaz sezonuyla birlikte pozisyon iyileşebilir.

Looks like the CBRT are finally winning the battle. Favourable seasonals finally kicking in, and some signs of foreign institutional inflows and “local” de dollarisation. Journalists calling making if Turkey “local” the story of H224.

The implications of a russian victory in Ukraine would be devastating for the Western alliance & Europe, in particular
It’s a no-brainer for the West to finance Ukraine to win the war or bear the burden of much higher longer term costs,- Timothy Ash
kyivpost.com/opinion/32026

The U.S. is the first nation to adopt legislation green-lighting confiscating frozen Russian assets for Ukraine.

“It’s a step in the right direction, but not yet a game changer,” Timothy Ash of BlueBay Asset Management told the Kyiv Independent.

kyivindependent.com/explaining-was…

Conference | Making Transgressors Pay

Session 2: The Application of Asset Repurposing to Ukraine

🔹Timothy Ash (Timothy Ash, CH Russia Eurasia)
🔹Erki Kodar (@MFAestonia)
🔹Zakhar Tropin
🔹Tetiana Khutor (@KhutorT, Institute of Legislative Ideas🇺🇦)
🔹David Jackson (@U4_ACRC)

Gazprom - basket case. ft.com/content/f6ba32…

NATO can and should extend missile defence over Ukraine from NATO territory at least. ft.com/content/978543…

Beyond doubt I think that Ivanashvili is a Russian project.

A prime example of the abundance of caution over the past two decades on Putin which has left Europe at mortal risk - as Macron spells out in the Economist today. Europe must take the gloves off against Putin. Needs must. chathamhouse.org/2024/05/confis…

The Tories are facing electoral Armageddon. Extinction like event. Post election, the right will split with a new far right party, Reform (an oxymoron) making ground.

Poor bankers? Just don’t facilitate trade with Putin’s fascist state. Simple. ft.com/content/9a810c…

The German position is a disgrace - as it is on the issue of immobilised Russian assets.

Big Chatham House gig on the frozen Russian asset issue today - I will be speaking. chathamhouse.org/events/all/res…

Herein I try and explain some of the geopolitical drivers behind recent events in Armenia and Georgia. open.substack.com/pub/timothyash…

More malign action from Russia, a terrorist state.

The EU should make it clear to Ivanishvili that there is no accession for Georgia unless he cleans up his act. bbc.co.uk/news/world-eur…

No brainer - it might already be the case. Brexit has been a disaster for the U.K. thanks to Sunak, the muppet!

Powerful.

Interesting to see Georgia move back into Russia’s orbit as Armenia now moves in the opposite direction. Ivanishvilli just looks like a product of Russian “political technology”.