Global investors are eyeing defence and energy sectors as European leaders rally behind Ukraine amid signs the U.S. may push Kyiv to accept a peace deal favourable to Russia.
Markets are facing a turbulent week as geopolitical risk rises over Ukraine, with President Volodymyr Zelenskyy set to meet U.S. President Donald Trump in Washington on Monday. European leaders, including those from Germany, France and the UK, will also attend, seeking to strengthen Ukraine’s hand in the talks.
Trump, fresh from a summit with Russian President Vladimir Putin in Alaska, said on Saturday that he wanted a “rapid” peace deal — comments that analysts see as increasing pressure on Kyiv to concede territory in exchange for an end to the war.
“Trump seems inclined to reduce or even end U.S. support for Ukraine. Putin got him interested in business deals,” said Berenberg Chief Economist Holger Schmieding in a client note. “The U.S. may lift its sanctions on Russia and invest in Russia instead. Europe will have to spend a lot more for its own defence.”
The geopolitical shift is fuelling speculation about new U.S.-Russia cooperation on Arctic oil and gas projects. Bank of America strategist Michael Hartnett flagged the potential exploitation of 15 % of the world’s undiscovered oil and 30 % of undiscovered natural gas in the region, warning of a possible deep bear market for energy.
Brent crude, which dropped more than 1 % on Friday to trade near $66 a barrel, is still “priced for a Ukraine peace deal,” Hartnett said.
European defence stocks have surged since Russia’s full-scale invasion in February 2022, with shares in Italy’s Leonardo up more than 600 % and Germany’s Rheinmetall gaining 1,500 % over the period.
The euro has also strengthened, up 13 % against the dollar this year, trading around $1.17 on Friday.
Ukraine’s sovereign bonds — a key sentiment barometer — rallied earlier this month as news of the Trump–Putin summit broke but have since stalled at around 55 cents on the dollar. “I would think they will be a bit weaker… the mood seems to favour Russia following Friday’s summit,” said Jeff Grills, head of emerging market debt at Aegon Asset Management.
European leaders are expected to press for strong security guarantees and a clear role for Ukraine in any final settlement during the upcoming talks at The White House.
Hungarian opposition leader Peter Magyar has called on Russia to guarantee it will not interfere in Hungary’s politics, saying any future cooperatio...
Global investors are eyeing defence and energy sectors as European leaders rally behind Ukraine amid signs the U.S. may push Kyiv to accept a peace de...
Russia offered concessions on all five occupied Ukrainian regions during the Trump–Putin summit in Alaska, and the U.S. may provide direct security ...
Speaking at a joint press conference in Brussels with Ukrainian President Volodymyr Zelenskyy, von der Leyen outlined Europe’s position ahead of Mon...
The Bermuda Triangle, known for mysterious disappearances, has long sparked intrigue. But is it really a place of danger, or just a myth? In this expl...
Hungarian opposition leader Peter Magyar has called on Russia to guarantee it will not interfere in Hungary’s politics, saying any future cooperation depends on respecting the country’s sovereignty.
Russia offered concessions on all five occupied Ukrainian regions during the Trump–Putin summit in Alaska, and the U.S. may provide direct security guarantees to Ukraine, a senior American envoy has said.
Speaking at a joint press conference in Brussels with Ukrainian President Volodymyr Zelenskyy, von der Leyen outlined Europe’s position ahead of Monday’s summit at The White House, where EU leaders will join U.S. President Donald Trump and Zelenskyy to discuss the path to a possible peace agreement.
The Bermuda Triangle, known for mysterious disappearances, has long sparked intrigue. But is it really a place of danger, or just a myth? In this explainer, we uncover the truth behind the legend.
A powerful eruption at Japan’s Shinmoedake volcano sent an ash plume more than 3,000 metres high on Sunday morning, prompting safety warnings from authorities.
According to the German Research Centre for Geosciences (GFZ), a magnitude 5.7 earthquake struck the Oaxaca region of Mexico on Saturday.
A magnitude 5.2 earthquake struck 56 kilometres east of Gorgan in northern Iran early Sunday morning, according to preliminary seismic data.
A deadly heatwave has claimed 1,180 lives in Spain since May, with elderly people most at risk, prompting calls for urgent social support.
Media accreditation is now open for COP30, the United Nations Climate Change Conference, set to take place in Belém, Brazil in 2025.
U.S. President Donald Trump may offer NATO-like protection for Ukraine, a move that Russia is open to, according to his top foreign policy aide. The suggestion comes ahead of talks in Washington with Ukrainian President Volodymyr Zelenskyy and European leaders on possible security guarantees.
A 5.8-magnitude undersea earthquake hit Indonesia’s Sulawesi island on Sunday, injuring 29 people and damaging buildings, including a church where worshippers were gathered.
Three men have been killed and nine others wounded in a gang-related shooting at a crowded nightclub in Brooklyn, despite New York City recording historic lows in gun violence this year.
Hungarian opposition leader Peter Magyar has called on Russia to guarantee it will not interfere in Hungary’s politics, saying any future cooperation depends on respecting the country’s sovereignty.
Russia offered concessions on all five occupied Ukrainian regions during the Trump–Putin summit in Alaska, and the U.S. may provide direct security guarantees to Ukraine, a senior American envoy has said.
You can download the AnewZ application from Play Store and the App Store.
What is your opinion on this topic?
Leave the first comment