Research (Investicniweb.cz)
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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November 23, 2017Globální značky: Časy v Asii se mění? Patria (Patria Finance)
May 21, 2013QE3 udržuje akciové trhy na maximech Cyrrus (Cyrrus)
July 12, 2012The market is still enough speculators to QE3 Forex Zone (Forex Zone)

QE3 mění pořádky na mladých trzích. Čas vsadit na Rusko

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