Multi-Asset Sputnik. December 2017 - Finally a Bit of Continuity
Last year at this time, the market was staring at a handful of big question marks, wondering about the new US president's policies, the Fed's normalization process and political uncertainties in the EU. This year, the visibility has improved and the current benign environment seems set to continue. In a word, we expect continuity - in Fed policy, in risk sentiment, in Europe, and even in sanctions (although this is admittedly a risk). In Russia, the new budget rule will have a detrimental impact on the ruble and OFZs, while the sovereign debt rating appears set for at least one upgrade.
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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