Open, the bear came!
external background today clearly speaks in favor of opening Russia's stock market in the red zone. Attention of market participants will focus on the actions of VTB. Currently, the bank will publish its financial results under IFRS for the first half. They will certainly be weak. But the market had already factored this in a negative prices. Now there is a high probability of short-term correction in Russia's stock market. Probably it will be caused by lower world commodity indexes and possibly sites. In this case Russia's market will fall more significantly in comparison with the world's leading platforms. A healthy correction in the market is long overdue. Until the end of the year, market participants should focus on the corridor 1300-1500 points on the RTS index. And investors who are limited in terms of investment calendar year, must now sell the shares, to shift to safe bonds. This further reduction of high rates. Ruble is stable, inflation is reduced.
With high probability in the coming years we can hope for continued restoration of Russia's stock market. From our point of view, in 2011 the price of oil and the RTS should rewrite the historical highs. While the outcome of the global financial crisis is far from clear. But we can say with certainty that the West will gradually give way to economic competition of the East. The leader of the East, of course, is China. Accordingly, Russia's companies that are tied to the Chinese market will have a serious competitive advantage, which will certainly affect their capitalization. It is these companies we recommend long-term investment, noting Rosneft and Chairman of Audit Committee.
Today Dmitry Medvedev will meet with representatives of Russia's business circles.
Denmark gave permission for the construction of its plot Nord Stream, a local positive for Gazprom.
Board of Directors of Svyazinvest yesterday unanimously approved its reorganization, which involves adherence to the seven MRCs Rostelecom and the creation of a single mobile operator. Accordingly, the Law was given to start the reform of the holding. The main risk factors remain minority conversion. We advise you not to gamble with the state watching the reform of the sector.
In conclusion, the fundamental fly in the ointment. The market is always a marginal sect of pessimists who expect massive social protests in Russia, the collapse of oil prices, stock indexes and. etc., each coming quarter. Talking about the failure of particularly active in the summer of 2007, and those who then actually followed the point of view of radical pessimists, has long lost money on shorts. However, we believe that to forget about the crisis sooner. And although there is little chance of a new arrival real small furry animal. This scenario is possible in case of a too hasty Fed raising interest rates, ie If the tightening of monetary policy coincide with poor performance and negative makrostatistikoy.
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Analyst Ratings
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The deputy head of Russia's central bank called the devaluation of the dollar temporary
Kommersant: Deputies not allowed to touch myself
Market you our
Cabinet loudly declared their intention to abolish the market fee. The decision strikes and local budgets, and market traders …
European stocks fall on Tuesday, cheaper stocks Barclays, Autonomy
Ukrainian stock site down on Tuesday against the external negative
Forecasts of analysts: Russia market will continue to decline at the opening, but with the improvement of the external background growth may resume
Day starts on the next block of output reports, which will determine the mood in financial markets over the next day
In the first half of the day on Russian trading floors will dominate the negative dynamics of
Bear mood in the markets can persist throughout the day
Now there is a high probability of short-term correction in Russia's stock market
Open, the bear came!
external background today clearly speaks in favor of opening Russia's stock market in the red zone. Attention of market participants will focus on the actions of VTB. Currently, the bank will publish its financial results under IFRS for the first half. They will certainly be weak. But the market had already factored this in a negative prices. Now there is a high probability of short-term correction in Russia's stock market. Probably it will be caused by lower world commodity indexes and possibly sites. In this case Russia's market will fall more significantly in comparison with the world's leading platforms. A healthy correction in the market is long overdue. Until the end of the year, market participants should focus on the corridor 1300-1500 points on the RTS index. And investors who are limited in terms of investment calendar year, must now sell the shares, to shift to safe bonds. This further reduction of high rates. Ruble is stable, inflation is reduced.
With high probability in the coming years we can hope for continued restoration of Russia's stock market. From our point of view, in 2011 the price of oil and the RTS should rewrite the historical highs. While the outcome of the global financial crisis is far from clear. But we can say with certainty that the West will gradually give way to economic competition of the East. The leader of the East, of course, is China. Accordingly, Russia's companies that are tied to the Chinese market will have a serious competitive advantage, which will certainly affect their capitalization. It is these companies we recommend long-term investment, noting Rosneft and Chairman of Audit Committee.
Today Dmitry Medvedev will meet with representatives of Russia's business circles.
Denmark gave permission for the construction of its plot Nord Stream, a local positive for Gazprom.
Board of Directors of Svyazinvest yesterday unanimously approved its reorganization, which involves adherence to the seven MRCs Rostelecom and the creation of a single mobile operator. Accordingly, the Law was given to start the reform of the holding. The main risk factors remain minority conversion. We advise you not to gamble with the state watching the reform of the sector.
In conclusion, the fundamental fly in the ointment. The market is always a marginal sect of pessimists who expect massive social protests in Russia, the collapse of oil prices, stock indexes and. etc., each coming quarter. Talking about the failure of particularly active in the summer of 2007, and those who then actually followed the point of view of radical pessimists, has long lost money on shorts. However, we believe that to forget about the crisis sooner. And although there is little chance of a new arrival real small furry animal. This scenario is possible in case of a too hasty Fed raising interest rates, ie If the tightening of monetary policy coincide with poor performance and negative makrostatistikoy.
8; users rated material on 3,9.
Analyst Ratings
The deputy head of Russia's central bank called the devaluation of the dollar temporary
Kommersant: Deputies not allowed to touch myself
Market you our
Cabinet loudly declared their intention to abolish the market fee. The decision strikes and local budgets, and market traders …
European stocks fall on Tuesday, cheaper stocks Barclays, Autonomy
Ukrainian stock site down on Tuesday against the external negative
Forecasts of analysts: Russia market will continue to decline at the opening, but with the improvement of the external background growth may resume
Day starts on the next block of output reports, which will determine the mood in financial markets over the next day
In the first half of the day on Russian trading floors will dominate the negative dynamics of
Bear mood in the markets can persist throughout the day