Ukraine Bond Rally Best in Region Signals Mounting Risks
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Since Ukraine’s territorial integrity started crumbling in March, the nation’s bonds have outperformed regional peers. For Landesbank Berlin Investment GmbH, that’s unsustainable.
“Nobody should buy anything in Ukraine,” Lutz Roehmeyer, who helps manage $1.1 billion of emerging-market assets at the fund manager known as LBB-Invest, said by e-mail June 10.