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RTS : 868 | Brent spot: 38.9 | RUB/USD : 67.5
Previous five trading days brought just small changes to the global equities – MSCI World added around 0.5%. Emerging markets showed generally the same results. In lack of new ideas investors watching what Yellen&Co says about FED future policy. Last night speech bring some relief to bulls — In a speech to the Economic Club of New York, Yellen said it is appropriate for U.S. central bankers to “proceed cautiously” in raising rates.
RTS : 883 | Brent spot: 40.5 | RUB/USD : 67.50
Last week was completely great for equities, especially emerging markets – dovish FED statement provided additional risk on turn. As the result global equities gained about 1.5% for last five trading sessions as well as EM printed +5% and turning back to the positive territory YTD. Russia was the best performer – RTS added 6% thanks for oil prices topped $ 40 level.
Читать далее «Market update: Dovish FED provides some risk-on»
RTS : 827 | Brent spot: 38.2 | RUB/USD : 71.00
The past week has brought nothing special to investors in emerging markets — MXEF added just 0.4%, while oil prices fallen about 5% after long winning steak from january lows.
RTS : 820 | Brent spot: 39.2 | RUB/USD : 72.40
The past week has brought excellent returns to investors of risky assets – emerging markets added about 3%, oil prices increased 7% and touched $40 per barrel Brent.
Читать далее «Market update: Global risk-on extended the rally of the Russian equities»
Market
In February the Russian stock market added about 3% in dollar terms. Ruble yield was the same due to the stable exchange rate of the ruble against the dollar over the month. The main reason for the increase was the rise in oil prices on expectations of an agreement between the world’s key oil producers to freeze production at current levels.
RTS : 765 | Brent spot: 36.75 | RUB/USD : 73.80
Since early February Russian market has shown outstanding performance — RTS added about 20% compared with zero by MSCI ACWI and MSCI EM due to higher oil prices which increased due to speculations regarding the arrangements of OPEC& non-OPEC countries to freeze output levels.
Читать далее «Market update: Feels like on on the crest of a wave?»
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