War in Ukraine Drains Nearly Half of Russia’s Liquid Assets

  • Investments in Russian firms, infrastructure projects surge
  • Liquid asset depletion leaves nation vulnerable to shocks

People walk past a billboard reading "Our country, our victory!" in Saint Petersburg, on Jan. 16.

Photographer: Olga Maltseva/AFP/Getty Images
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Russia’s government has tapped almost half of the national wealth fund’s available reserves to shield the economy against the fallout from its almost two-year war in Ukraine, leaving it vulnerable to future shocks.

The National Wellbeing Fund’s holdings of cash and investments that can be easily liquidated slumped to 5 trillion rubles ($56.5 billion) at the end of last year from 8.9 trillion rubles before the war, while total holdings fell almost 12% to 12 trillion rubles, Finance Ministry data showed. The value of the fund’s stakes in Russian companies and in bonds that were issued to finance infrastructure projects has surged by more than 2 trillion rubles, according to Bloomberg calculations.