I've seen quite a lot of talk about the recession and interest rates and whether to buy the dip or just a million different things. However, i have yet to see any kind of talk about possible profitable strategies post war. IE: When Russian stock exchanges are opened to the global market again. What stock/sectors do you think are worth buying that have to do with Russia specifically.

IE: Are the large US companies that pulled out of Russian like Mcdonalds going to see higher profits/stock prices due to having a giant access to the russian market again?

Or are there certain materials or composites that are really only exported from Russia that will see a huge import demand and thus companies with those stocks will see a large gain.

IE: ECT ECT.