So where do we stand now?

How much will different sectors be affected by the Russian war?

Before the war started, the economy was starting to stutter. After the biggest bull run known, fuelled by QE, inflation has started to hit the economy. Fuel costs were rising causing large increases in transportation costs making profits fall. 

With the war, energy has become affected because this is one of Russia’s main exports. 
Russia and Ukraine produce about 30% of the worlds wheat/grains. 12% of this is from Ukraine. 
Russia and Ukraine both produce a large amount of the worlds fertiliser. 

So if the war ended today, what would be the outlook?

Will the sanctions be dropped? Not likely.

Will energy prices revert? Not likely. They may drop back a bit but we will likely see high prices. 

As for Wheat and grains, there will be a continued shortage. Ukraine are unlikely to have much produced this year and likely the following year too. 
On top of this, because of sky high fertiliser prices, many farmers will not use as much and production will be down. 

So we are looking at a long period of stagflation. People in the UK are only just starting to feel the affects of this inflation. They will start to spend wisely which of course will affect the profits of most retail. Retail will also be affected by the energy crisis, having higher costs and lower profit margins. 

So the obvious sectors to avoid would be Retail, Energy companies and any business that involves transport or needs fuel for producing products.  Financials are also a big no no due to Russia being cut away from Swift and therefore will likely default on its debts due to not being able to send or receive payments.

So where should you invests?

Possible Arms. The UK has increased its budget for weapons as have so many other countries.

Internet security could do well in time too. 

Oil and Gas producers set to benefit as well as precious metals, though gold may go up and down a bit if Russia sells it huge amount to China. Other precious metals are in short supply. 

So if the war ended today, there will still be lasting affects on the economies across the world for at least a couple of years to come. 

Finally, the markets have…

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