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Clauses & Controversies
Ep 128 ft. Chris Spink
Mar 4, 2024
Discussing the sudden surge in value of Ukrenegro bonds after creditors wanted separate debt talks, exploring the unique arrangement with certain bondholders and legal dynamics. Analyzing financial responsibilities of state-owned enterprises and recent price movements of sovereign guaranteed debt. Delving into the complex dynamics of creditor behavior in Ukraine's financial aid and restructuring amidst conflicting interests and political pressures.
35:42
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Quick takeaways
- Market value of Ukrenegro bonds surged due to creditor talks separate from broader Ukrainian debt restructuring, raising questions on bond price dynamics.
- Green bond issued by Ukraine Gou exhibited unusual trading behavior after law firm hinting at special treatment, implying hidden incentives and financial complexities.
Deep dives
Interest Sparked by Price Spike on Ukrainian State-Guaranteed Bond
The recent significant price increase of a rather obscure Ukrainian state-guaranteed bond, in response to an article by Christopher Spink, has raised eyebrows. While most Ukrainian sovereign bonds went through a restructuring post-war, this bond stood out. The bond's price surge, attributed to a statement by a law firm indicating potential special treatment in restructuring for state-owned enterprises, has led to speculation about the motives behind the spike.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode