Research (
World markets  |  September 17, 2012 10:22:58

QE3 change orders in emerging markets. Time to bet on Russia

Fed left rates unchanged at historic lows and keep them near zero at least until mid-2015, launched QE3 in the range of $ 40 billion a month indefinitely. This morning the markets after Bernanke's embarrassing admission statement "slid" mainly in shares with high BETA. Gazprom, Erste Group, Sberbank or OTP strengthened by about 5%. According to us, Bernanke announced a "collateral to fall," so in the titles of positions are increasing with high BETA. (Source: Verdi Capital)

According to us, it's time to spin from Turkey (41% efficiency from the beginning of the year) to Russia (11%). We think that the "risk-on" sentiment going to move the capital from Turkey to Russia.

Russian and Turkish stocks

Read also:

Was this article: 10 | 8 | 6 | 4 | 2 | 0

Last news from the section World markets:

Út 15:48  Vzrůstá popularita ETF z umělé inteligence! STOX.CZ (Grant Capital)
Út 11:02  Co si vzít ze současného ocenění amerických akcií? Research (
Út   8:05  Úterní obchodní seance 12. 12. 2017 STOX.CZ (Grant Capital)

QE3 mění pořádky na mladých trzích. Čas vsadit na Rusko

Diskuze a názory

Na dané téma nejsou žádné názory.

Zobrazit sloupec 
Moner | ISIN database | Weather forecast
Česká verze - Akcie cz, kurzy měn, forex, zlato.
Favorite: Prague Stock Exchange Czech crown Czech economy Commodities Gold Trademarks Prague Weather

Copyright © 2000 - 2017, spol. s r.o., AliaWeb, spol. s r.o.,

ISSN 1801-8688