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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

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QE3 mění pořádky na mladých trzích. Čas vsadit na Rusko

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