AerCap CEO sees mixed Russia outlook if and when market reopens
1. AerCap suggests potential Russian market interest in buying aircraft or engines. 2. Leasing and parts-trading recovery in Russia is expected to progress slowly.
FAQ
Why Bullish?
The implied recovery of Russian markets could lead to new leasing opportunities. Historically, AerCap has benefited from demand increases in emerging markets.
How important is it?
This development hints at a potential new revenue stream, coupled with broader geopolitical implications enhancing AerCap's market relevance.
Why Long Term?
While immediate opportunities may arise, a full market recovery could take time. Similar previous instances in other markets have shown prolonged recovery phases.