It is necessary to completely cut off the aggressor country from Western capital-and in it everything will collapse when I am asked: "How to make the most painful economy in Russia?" I always say the same thing - permanently cut it off from foreign capital! The proposal is very simple-to all stock markets in the country countries to enter for public corporations "Mandalosure of Russia Exposure"-a mandatory declaration of interests in Russia.
Each corporation, which enjoys the privilege of access to the capital market, has to report investors quarterly to investors: in fact, it is extremely important information for investors in these corporations, and politicians and regulators should give them the opportunity to receive these data. And then investors will decide for themselves whether they want to continue to keep the shares of these companies or not.
I can imagine how, after introducing this norm in a popular application for investment Robinhood, many companies suddenly appear "Z" or a Russian-fascist flag. And here the conditional Greta Tunberg makes a tweet not to invest in a company that sponsors the killings of children in Ukraine. At the same time, the conditional fund of A la Blackrock or Pimco leaves and says that in half a year they will leave all companies that continue to sponsor the war and will be "Russia Free Fund".
And that's all. Lights Out, as we were told at the Trade Desku. After the study of Financial Times, that the shares of companies that continue to have interests in Russia are traded by an average of 3. 7% below their "Rasha Frie" of competitors, all suddenly start plans to exit the aggressor country and work as much as possible. To strive for this shameful letter "Z" near your logo. I'm not saying it is easy. I have been progressing this initiative for a long time, and it is not easy.
A year ago, I very much asked Nasim Taleb to support it and lift it to the flag, but then he said that it would be more important for him to cut off oil and gas in Russia, this initiative was not in time. I'll try to talk to him again. But our sanctions are aware of it . . .
It is very difficult to roll back this sanction - even 10 years after the victory, it is difficult for me to imagine that someone in the event will say "everything, Russia is no longer threatening the world, let's give more We will not declare the risks of Russia and invest it freely. " This can only happen after full compensation for the loss of Ukraine, which will take more than one year.
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