It will be interesting to explore firms and themes which had a significant business interest in Ukraine (in particular) and Eastern Europe in general. Whether it is FMCG, Pharma, IT or Auto Sector, lets explore few cases wherein we can find good value owing to this external geopolitical halt. India, according to Business Standard today has shown some interest in Re-building of Ukraine (I think it was on the sideline of G-7 summit), and an international conference is slated to happen in London for the same. This will be a slow process, but I am sure we can get a good bargain.
Some of the firms which come to mind on a basic search are Varroc Engineering, MSUMI, TechMahindra, TCS etc. But we will need to go wide and deep to pick some aptly exposed or stealthily prepared Indian entities.
Drawing insights from the post Berlin-wall redevelopment(90s) and even post WW-2(50/60s) rebuilding up of Europe will give us some pointers about the extent, intent and scale of operations which Europe can deliver after such situations. Which American firms benefited then and why.
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