Sberbank - Fixed Income Quarterly. June 2019 - An Island of Stability

Report

Sberbank

Alexander Sychev ...

Alexey Bulgakov
Alisa Zakirova
Ekaterina Sidorova
Nikolay Minko
Rodion Lomivorotov

Fixed Income Quarterly. June 2019 - An Island of Stability

The June 19 Fed decision has created a positive backdrop for long-dated bonds to rally. In light of this, we recommend overweight long-dated CIS Eurobonds. In our latest quarterly report, we also analyze the impact of softer Fed policy and the slowdown in US and Chinese economic growth on CIS economies, look at primary Eurobond market activity of regional issuers, discuss Russian local government bond issuance in 2H19, and provide an update on the credit profiles of VEB and Eurotorg.

20/06/2019 80 EN

Provider

Sberbank

Sberbank CIB Investment Research is a research firm offering equity, fixed income, economics, and strategy research. It covers analysis on all aspects of Russia’s capital markets, issues and industries. The firm analyzes trends in Russia and combines local knowledge with a global perspective. It processes macroeconomic data, market and company-specific news, stock quotes and other information for providing research reports. The firm provides details and latest prices on the most traded names and most traded paper on all segments Russian market. In strategy research, it provides thematic research, tips and descriptions of the methodology used to evaluate companies.

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Analysts

Alexander Sychev

Alexey Bulgakov

Alisa Zakirova

Ekaterina Sidorova

Nikolay Minko

Rodion Lomivorotov

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Fixed Income Quarterly. June 2019 - An Island of Stability

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

Debt Markets Today - March 24, 2022. Ruble Settlement for Gas, Russian Weekly Inflation, Severstal Unable to Pay Coupon on Eurobond

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