by James Chaplin | Jun 8, 2023 | Current Affairs, Notes From Ukraine
So the Russians finally did what the Ukrainians had feared they would. They blew up the Kakhovka dam, which in one fell swoop has caused ecological devastation on a scale unparalleled since Chornobyl, which in an ironic twist of fate, also happened in Ukraine. The...
by James Chaplin | Apr 16, 2023 | Current Affairs, Notes From Ukraine
Having just returned from a week in Ukraine, the change in attitude from the people I saw, is noticeable since my last visit, last September. First, the fact that winter has passed has meant instead of fear and apprehension there is a knowledge that no matter what,...
by James Chaplin | Jan 1, 2023 | Current Affairs, Notes From Ukraine
For Putin, the facts on the ground will make grim reading. Over 100,000 soldiers killed, possibly double that injured. New recruits are being incorporated into existing battalions just to cover for those KIA and IIA. Over half of the battle-ready tanks have been...
by James Chaplin | Dec 1, 2022 | Finance, Investing
There is no doubting the fact that the Ukraine war has been good for business for BAE systems. Insofar that there was an initial stock surge when the war started the fact the PE ratio is currently 13 suggests it could be under-valued still. While the PE ratio alone is...
by James Chaplin | Nov 27, 2022 | Current Affairs, Notes From Ukraine
“There are decades where nothing happens, and weeks where the events that happen change life for decades” The sudden death of Vladimir Makei, the Belarusian foreign secretary, indicates a power struggle behind the scenes in Belarus. Reports of how he died...