If you were to invest on the bet of the Ukraine war ending, how would you play it?
This is an apolitical post - I would like to understand out of curiosity what plays you would make if you would bet on the Russo-Ukrainian war ending in 2025.
Getting creative - or perhaps not at all - what would you play? I have a few thoughts myself:
* Lowering of the oil price. Trump is probably going to pressure Russia and other US/Israeli adversaries reliant on energy sales such as Iran by doing everything possible to increase production across the world and lowering prices. This would lead to a much stronger Western position of negotiation.
* If it were possible, for a short-term play I'd buy rubles in anticipation.
* In case Russian cheaper gas starts flowing I'd probably look into German stocks, although not now since even though their industry is struggling they're at ATH's.
Any US stock plays you'd consider? EU stocks? UK?