European Equities: Putin Risk in Perspective

The Russian invasion of Ukraine has sparked a sell-off in European equities in late-February 2022, with disparate performance within sub-industries. Given Europe’s proximity to Russia, many companies have some level of direct exposure in terms of operations and sales. In this recording, CFRA Senior Equity Analysts Andrew Tam, CFA, and Varun Venkatraman highlight some European companies with direct exposure to Russia/Ukraine and discuss some of the longer-term ramifications of the war on European stocks under their coverage.