reports
- Andrey Gromadin
- Cole Akeson
- Georgiy Ivanin
- Konstantin Samarin
- Research Team
CIS Market Daily - November 29, 2021
MARKET COMMENT - CBR, FED, RESULT HEADLINES DUE WHILE OMICRON, UKRAINE STILL IN FOCUSMarkets saw sharp selloffs on Friday as investors reacted to headlines regarding the Omicron Covid-19 variant. The MSCI EM fell 2.5%, the MSCI World (DM) 2.2% and the RTS 4.6% (to 1,589). While APAC markets are soft today, catching up to Friday's global weakness, indicators for Russia, EMEA and US markets currently signal a rebound. Ukraine and Belarus headlines remain in focus for the region, while remarks from...
- Andrey Gromadin
- Anton Chernyshev
- Anton Stroutchenevski
- Artem Vinogradov
- Cole Akeson
- Georgiy Ivanin
- Konstantin Samarin
- Research Team
CIS Market Daily - 29 ноября 2021
КОММЕНТАРИЙ И ПРОГНОЗ - ОЖИДАЮТСЯ КОММЕНТАРИИ БАНКА РОССИИ, ФРС США И КОРПОРАТИВНАЯ ОТЧЕТНОСТЬ; В ЦЕНТРЕ ВНИМАНИЯ НОВЫЙ ШТАММ КОРОНАВИРУСА И СИТУАЦИЯ НА УКРАИНЕВ пятницу на рынках наблюдалась волна продаж: инвесторов обеспокоили сообщения о новом штамме коронавируса. Индекс MSCI EM упал на 2,5%, MSCI World (индикатор развитых рынков) - на 2,2%, а индекс РТС - на 4,6% (до 1 589 пунктов). Хотя рынки АТР сегодня утром снижаются, отыгрывая пятничное падение на мировых биржах, утренние индикаторы для...
- Andrey Gromadin
- Andrey Kuznetsov
- Cole Akeson
- Georgiy Ivanin
- Research Team
CIS Market Daily - August 30, 2021
MARKET COMMENT - BULLISH REACTION TO DOVISH MESSAGING ON A HAWKISH POLICY TURNRemarks from Fed Chairman Jerome Powell soothed some investor concerns regarding risk assets, despite his acknowledgement that asset purchases will likely begin to be tapered later this year. The MSCI ACWI gained 0.7% and the RTS (1,664) 1.8%. A long list of company results looms today for Russia, while below we summarize a busy week ahead. STORIES> Tatneft 2Q21 review: Weaker than expected quarter> Lukoil 2Q21 review:...
TRNFP TRANSNEFT PJSC PREF.
FEES FEDERAL GRID COMPANY OF UNIFIED ENERGY SYSTEM
LKOH OIL COMPANY LUKOIL PJSC
MRKH ROSSETI
IRAO INTER RAO UES PJSC
NVTK NOVATEK JSC
NOVATEK JSC SPONSORED GDR REGS
LKODN FEDERAL GRID CO. OF UNIFIED ENERGY SYSTEM JSC GDR
TATNP OIL COMPANY LUKOIL PJSC SPONSORED ADR
TRNF TATNEFT (PREF A)
MRKHP TRANSNEFT
- Alexey Kirichok
- Anastasia Khakhaeva
- Andrey Gromadin
- Andrey Kuznetsov
- Anna Kotelnikova
- Anton Stroutchenevski
- Artem Vinogradov
- Cole Akeson
- Fedor Kornachev
- Ilyas Yerzhanov
- Irina Lapshina
- Research Team
- Rodion Lomivorotov
- Svetlana Sukhanova
- Vladimir Lezhnev
CIS Market Daily - 24 февраля 2021
КОММЕНТАРИЙ И ПРОГНОЗ - ФЕДРЕЗЕРВ, ПОЗИЦИЯ США И ЕС ПО ОТНОШЕНИЮ К РОССИИ, СТИМУЛИРОВАНИЕ АМЕРИКАНСКОЙ ЭКОНОМИКИПока в России были выходные, глобальные рынки по большей части снизились. Индекс MSCI ACWI просел на 0,7%, тогда как индекс РТС завершил последнюю сессию (в пятницу) ростом на 0,6% до 1 455 пунктов. Сегодня председатель ФРС США выступит в Конгрессе. До конца недели каждый день в том или ином виде будут проходить обсуждения политики США и ЕС в отношении России.НОВОСТИ> Экономика России....
PHOR PHOSAGRO PJSC SPONSORED GDR REGS
TATN TATNEFT PJSC
FEES FEDERAL GRID COMPANY OF UNIFIED ENERGY SYSTEM
LKOH OIL COMPANY LUKOIL PJSC
AFKS SISTEMA PJSFC
SIBN GAZPROM NEFT PJSC
GAZP GAZPROM PJSC
GMKN MMC NORILSK NICKEL PJSC
KO71 PHOSAGRO PJSC
SISTEMA PJSFC SPONSORED GDR REGS
OGZD FEDERAL GRID CO. OF UNIFIED ENERGY SYSTEM JSC GDR
TATNP GAZPROM (GDR)
GZPFY TATNEFT (PREF A)
LKOD GAZPROM NEFT (GDR)
LUKOIL
MINING AND METALLURGICAL COMPANY NORILSK NICKEL (GDR)
- Alexey Kirichok
- Anastasia Khakhaeva
- Andrew Keeley
- Andrey Gromadin
- Andrey Kuznetsov
- Anna Kotelnikova
- Anton Stroutchenevski
- Artem Vinogradov
- Cole Akeson
- Fedor Kornachev
- Ilyas Yerzhanov
- Irina Lapshina
- Research Team
- Rodion Lomivorotov
- Svetlana Sukhanova
- Vladimir Lezhnev
CIS Market Daily - February 24, 2021
MARKET COMMENT - FED, US/EU VIEWS ON RUSSIA, US STIMULUS, DIVIDENDS IN FOCUSGlobal markets were weaker than not over Russia's long holiday weekend, the MSCI ACWI declining 0.7%. The RTS fared better, edging up 0.6% to 1,455 thanks to a strong performance on Friday. Fed testimony is due today, and discussions on the US's and EU's views of policy toward Russia are due every day this week.STORIES> Government resumes discussing tax incentives> Gazprom CFO gives reassurance on dividends, leverage dec...
PHOR PHOSAGRO PJSC SPONSORED GDR REGS
FEES FEDERAL GRID COMPANY OF UNIFIED ENERGY SYSTEM
AFKS SISTEMA PJSFC
TBCB TBC BANK JOINT STOCK CO
GAZP GAZPROM PJSC
GMKN MMC NORILSK NICKEL PJSC
TBCG PHOSAGRO PJSC
KO71 TBC BANK GROUP
SISTEMA PJSFC SPONSORED GDR REGS
OGZD FEDERAL GRID CO. OF UNIFIED ENERGY SYSTEM JSC GDR
GAZPROM (GDR)
MINING AND METALLURGICAL COMPANY NORILSK NICKEL (GDR)
- Andrey Gromadin
- Andrey Kuznetsov
- Anna Kotelnikova
- Anton Stroutchenevski
- Artem Vinogradov
- Cole Akeson
- Fedor Kornachev
- Ilyas Yerzhanov
- Mikhail Krasnoperov
- Research Team
- Rodion Lomivorotov
CIS Market Daily - February 2, 2021
MARKET COMMENT - GLOBAL MARKETS BOUNCE BACK; DOMESTIC POLITICS IN FOCUS TODAYThe RTS edged down 0.3% to 1,364, underperforming most global markets but coming in line with EM EMEA peers. Oil has bounced back last night and this morning, but pre-open Russian indicators have not followed. Domestic politics remains in focus.STORIES> Russian economy shrinks 3.1% in 2020> Gazprom reports record gas exports in January> Rusagro's revenues expand 36% y-o-y to R61.4 bln in 4Q20> Magnit to report decent 4Q...
- Andrey Gromadin
- Andrey Kuznetsov
- Anna Kotelnikova
- Anton Stroutchenevski
- Artem Vinogradov
- Fedor Kornachev
- Ilyas Yerzhanov
- Mikhail Krasnoperov
- Research Team
- Rodion Lomivorotov
CIS Market Daily - 2 февраля 2021
КОММЕНТАРИЙ И ПРОГНОЗ - ГЛОБАЛЬНЫЕ РЫНКИ СНОВА ВЫРОСЛИ; В ЦЕНТРЕ ВНИМАНИЯ ВНУТРЕННЯЯ ПОЛИТИКАИндекс РТС вчера снизился на 0,3% до 1 364 пунктов, отстав от большинства глобальных рынков. При этом его динамика была примерно такой же, как у других индексов развивающихся рынков EMEA. В центре внимания остается внутренняя политика. НОВОСТИ> Спад в российской экономике в 2020 году составил 3,1%> Газпром отчитался о рекордно высоких объемах экспорта газа за январь> Выручка Русагро за 4К20 выросла на 36...
- Andrew Keeley
- Andrey Gromadin
- Andrey Kuznetsov
- Anna Kotelnikova
- Cole Akeson
- Fedor Kornachev
- Ilyas Yerzhanov
- Research Team
CIS Market Daily - 30 ноября 2020
КОММЕНТАРИЙ И ПРОГНОЗ - МЕСЯЦ ВПЕЧАТЛЯЮЩЕГО РОСТА ПОДХОДИТ К КОНЦУ, В ЦЕНТРЕ ВНИМАНИЯ НЕФТЬ И МАКРОСТАТИСТИКАИндекс РТС снизился на 0,4% до 1 302 пунктов, а развивающиеся рынки подросли на 0,1%. После значительного роста в течение недели и всего месяца многое указывает на возможность фиксации прибыли в понедельник с утра. Повестка этой недели будет насыщенной, в том числе сегодня вступят в силу результаты ребалансировки индексов MSCI, в центре внимания будут заседания ОПЕК/ОПЕК+, выступления клю...
- Andrew Keeley
- Andrey Gromadin
- Andrey Kuznetsov
- Anna Kotelnikova
- Cole Akeson
- Fedor Kornachev
- Ilyas Yerzhanov
- Research Team
CIS Market Daily - November 30, 2020
MARKET COMMENT - BUSY WEEK AHEAD FOR OIL AND MACRO AS STELLAR MONTH DRAWS TO CLOSEThe RTS edged down 0.4% to 1,302, while EMs squeaked out a 0.1% gain. As a strong week and month draw to a close, most signals indicate profit taking early today. A busy schedule this week includes MSCI's rebalancing tonight, the OPEC/OPEC+ meetings, top officials' remarks and data on US stimulus and macro, PMIs, and the latest developments in Belarus. STORIES> Tatneft skips 3Q20 dividend, delays shifting to EPT> C...
- Alexey Kirichok
- Andrey Gromadin
- Andrey Kuznetsov
- Anna Kotelnikova
- Anton Stroutchenevski
- Artem Vinogradov
- Cole Akeson
- Fedor Kornachev
- Ilyas Yerzhanov
- Irina Lapshina
- Research Team
- Rodion Lomivorotov
- Vladimir Lezhnev
CIS Market Daily - 23 октября 2020
НОВОСТИ> ФБР США распространило пресс-релиз о российских хакерских атаках> Прибыли нефтегазовых компаний в 3К20 должны значительно вырасти с минимумов 2К20> Роснефть обсуждает строительство крупного завода СПГ на Таймыре> Северсталь представила хорошие показатели по МСФО за 3К20> Показатели ММК за 3К20: денежные потоки лучше, чем ожидалось; скорректирован прогноз капиталовложений на 2020 год> Хорошие операционные показатели Polymetal за 3К20 позволяют рассчитывать на более высокий, чем ожидается...
MRKH ROSSETI
CHMF SEVERSTAL PAO
POLY POLYMETAL INTERNATIONAL PLC
HYDR POLYUS PJSC
ROSN FEDERAL HYDRO-GENERATING COMPANY - RUSHYDRO PJSC
MAGN ROSNEFT OIL CO.
SVST MAGNITOGORSK IRON & STEEL WORKS PJSC
MMK ROSNEFT OIL CO. SPONSORED GDR REGS
SEVERSTAL (GDR)
PLZL MAGNITOGORSK IRON & STEEL WORKS (GDR)
MRKHP FEDERAL GRID CO. OF UNIFIED ENERGY SYSTEM JSC GDR
POLYUS (GDR)
- Alexey Kirichok
- Andrey Gromadin
- Andrey Kuznetsov
- Anna Kotelnikova
- Anton Stroutchenevski
- Artem Vinogradov
- Cole Akeson
- Fedor Kornachev
- Ilyas Yerzhanov
- Irina Lapshina
- Research Team
- Rodion Lomivorotov
- Vladimir Lezhnev
CIS Market Daily - October 23, 2020
MARKET COMMENT - GLOBAL INDICATORS JUST BARELY POSITIVE THIS MORNINGGlobal markets averaged slight gains (MSCI ACWI +0.1%), with help later in the day from positive US macro data. Russia nearly topped EMs; the RTS gained 1.0% to 1,155. However, indicators this morning suggest yesterday's catalysts have been largely exhausted, with global indicators just barely positive and those most relevant to Russia flat or moderately down.STORIES> US FBI distributes press release regarding Russian hacking> C...
MRKH ROSSETI
CHMF SEVERSTAL PAO
POLY POLYMETAL INTERNATIONAL PLC
HYDR POLYUS PJSC
ROSN FEDERAL HYDRO-GENERATING COMPANY - RUSHYDRO PJSC
MAGN ROSNEFT OIL CO.
SVST MAGNITOGORSK IRON & STEEL WORKS PJSC
MMK ROSNEFT OIL CO. SPONSORED GDR REGS
SEVERSTAL (GDR)
PLZL MAGNITOGORSK IRON & STEEL WORKS (GDR)
MRKHP FEDERAL GRID CO. OF UNIFIED ENERGY SYSTEM JSC GDR
POLYUS (GDR)
- Alexey Kirichok
- Andrew Keeley
- Andrey Gromadin
- Andrey Kuznetsov
- Anna Kotelnikova
- Anton Stroutchenevski
- Artem Vinogradov
- Cole Akeson
- Fedor Kornachev
- Ilyas Yerzhanov
- Irina Lapshina
- Kirill Rogachev
- Research Team
- Rodion Lomivorotov
- Vladimir Lezhnev
CIS Market Daily - 31 авгуÑта 2020
КОММЕÐТÐРИЙ И ПРОГÐОЗ - ÐЕБОЛЬШОЙ РОСТ ÐРРЫÐКÐÐ¥ Ð’ ПЯТÐИЦУ И СЕГОДÐЯ, ОЖИДÐЮТСЯ ИТОГИ РЕБÐЛÐÐСИРОВКИ MSCI И КОРПОРÐТИВÐÐЯ ОТЧЕТÐÐžÐ¡Ð¢Ð¬Ð˜Ð½Ð´ÐµÐºÑ MSCI ACWI Ð²Ñ‹Ñ€Ð¾Ñ Ð½Ð° 0,6%, в оÑновном за Ñчет фондового рынка СШÐ. Ð˜Ð½Ð´ÐµÐºÑ Ð Ð¢Ð¡ повыÑилÑÑ Ð½Ð° 0,1%, вплотную приблизившиÑÑŒ к 1 266 пунктам. БольшинÑтво Ñ...
- Alexey Kirichok
- Andrew Keeley
- Andrey Gromadin
- Andrey Kuznetsov
- Anna Kotelnikova
- Anton Stroutchenevski
- Artem Vinogradov
- Cole Akeson
- Fedor Kornachev
- Ilyas Yerzhanov
- Irina Lapshina
- Kirill Rogachev
- Research Team
- Rodion Lomivorotov
- Vladimir Lezhnev
CIS Market Daily - August 31, 2020
MARKET COMMENT - SLIGHT GAINS ON FRIDAY AND TODAY, WHILE MSCI AND RESULTS ARE DUEThe MSCI ACWI rose 0.6%, mostly driven by the US. The RTS edged up 0.1% to almost reach 1,266. Most indicators look positive today. The MSCI rebalancing, company results and continued Belarusian protests are among the stories to watch. STORIES> Tatneft 2Q20 IFRS review: Weak, but ahead of consensus> Lukoil: More problems in Uzbekistan, increased capex reiterated> Rosseti, Federal Grid 2Q20: Personnel expenses up, ca...
- Alexey Kirichok
- Anastasia Khakhaeva
- Andrew Keeley
- Andrey Kuznetsov
- Anton Stroutchenevski
- Artem Vinogradov
- Cole Akeson
- Fedor Kornachev
- Irina Lapshina
- Kirill Rogachev
- Research Team
- Rodion Lomivorotov
- Svetlana Sukhanova
- Vladimir Lezhnev
CIS Market Daily - 2 Ð¸ÑŽÐ½Ñ 2020
КОММЕÐТÐРИЙ И ПРОГÐОЗ - ВОССТÐÐОВЛЕÐИЕ РЫÐКОВ ПОСЛЕ КÐÐ ÐÐТИÐÐ, ПРОТЕСТЫ Ð’ СШÐ, ÐÐТИКРИЗИСÐЫЙ ПЛÐРРФÐа мировых рынках вчера наблюдалÑÑ Ñ€Ð¾ÑÑ‚, поÑле того как производÑтвенные индекÑÑ‹ PMI Ñ€Ñда ведущих Ñтран отразили воÑÑтановление Ñкономики поÑле отмены карантинных ограничÐ...
- Alexey Kirichok
- Anastasia Khakhaeva
- Andrew Keeley
- Andrey Kuznetsov
- Anton Stroutchenevski
- Artem Vinogradov
- Cole Akeson
- Fedor Kornachev
- Irina Lapshina
- Kirill Rogachev
- Research Team
- Rodion Lomivorotov
- Svetlana Sukhanova
- Vladimir Lezhnev
CIS Market Daily - June 2, 2020
MARKET COMMENT - SIGNS OF RECOVERY SPUR GLOBAL RALLY; US UNREST; RUSSIAN RECOVERY PLANMarkets gained across the globe yesterday following some major economies' manufacturing PMIs signaling a post-lockdown recovery. The MSCI EM and RTS (1,248) gained 2.3% apiece, while the Russian index, ruble and oil are all at their strongest levels since the global correction accelerated in early March. Russian government plans to boost the economy are in focus today, while US protests, G7 plans, Chinese agric...
- Alexey Kirichok
- Anastasia Khakhaeva
- Andrew Keeley
- Andrey Kuznetsov
- Anton Stroutchenevski
- Artem Vinogradov
- Cole Akeson
- Ekaterina Sidorova
- Fedor Kornachev
- Irina Lapshina
- Kirill Rogachev
- Research Team
- Rodion Lomivorotov
- Svetlana Sukhanova
- Vladimir Lezhnev
CIS Market Daily - 13 Ð°Ð¿Ñ€ÐµÐ»Ñ 2020
КОММЕÐТÐРИЙ И ПРОГÐОЗ - ДОГОВОРЕÐÐОСТИ ОБ ОГРÐÐИЧЕÐИИ ДОБЫЧИ ÐЕФТИ ПОДТОЛКÐУЛИ ЦЕÐЫ ВВЕРХ; СИТУÐЦИЯ С COVID-19 ОПРЕДЕЛЯЕТ ÐÐСТРОЙ РЫÐÐšÐžÐ’Ð¡ÐµÐ³Ð¾Ð´Ð½Ñ ÑƒÑ‚Ñ€Ð¾Ð¼ главной новоÑтью Ñтало подтверждение того, что мировые производители нефти договорилиÑÑŒ ограничить добычу (Ñ…Ð¾Ñ‚Ñ Ð±Ð¾Ð»ÑŒÑˆÐ¸Ð½Ñтв...
- Alexey Kirichok
- Anastasia Khakhaeva
- Andrey Kuznetsov
- Anton Stroutchenevski
- Artem Vinogradov
- Cole Akeson
- Ekaterina Sidorova
- Fedor Kornachev
- Irina Lapshina
- Research Team
- Rodion Lomivorotov
- Svetlana Sukhanova
- Vladimir Lezhnev
CIS Market Daily - April 13, 2020
MARKET COMMENT - OIL OUTPUT LIMITS BOOST PRICES, COVID-19 CONCERNS PREDOMINATEA confirmed deal among global oil producers to limit output is the main news this morning, though the parameters are similar to those agreed to by Friday. Oil and overnight ruble quotes (USD/RUB 73.22) have gained in response, but the deal does not fully offset the drop in demand. Other morning indicators look weak, but many markets remain closed for holiday.STORIES> Russia's current account registers $21.7 bln surplus...
- Andrew Keeley
- Andrey Gromadin
- Andrey Kuznetsov
- Cole Akeson
- Fedor Kornachev
- Irina Lapshina
- Kirill Rogachev
- Mikhail Krasnoperov
- Svetlana Sukhanova
A Study in Red - Looking for Resilience
Stock moves during selloffs tend to be highly correlated. Still, companies differ in their ability to withstand economic turmoil. In this note, we analyze which stocks look more resilient in the current environment of $30-35/bbl oil and a USD/RUB rate of 74-75.> Oil and gas. Gazprom, Lukoil and Tatneft look more defensive, while Rosneft is more vulnerable in the current environment. Gazprom's financials are the most resilient to an oil price collapse, as its gas exports have mainly shifted to ga...
QIWI QIWI PLC SPONSORED ADR CLASS B
MKY MOBILE TELESYSTEMS PJSC SPONSORED ADR
PHOR PHOSAGRO PJSC SPONSORED GDR REGS
EVR EVRAZ PLC
BDGSF BANK OF GEORGIA GROUP
00486 UNITED COMPANY RUSAL INTERNATIONAL PJSC
AFLT AEROFLOT RUSSIAN AIRLINES
TATN TATNEFT PJSC
MGNT MAGNIT PJSC
FEES FEDERAL GRID COMPANY OF UNIFIED ENERGY SYSTEM
LKOH OIL COMPANY LUKOIL PJSC
MRKH ROSSETI
IRAO INTER RAO UES PJSC
CHMF SEVERSTAL PAO
POLY POLYMETAL INTERNATIONAL PLC
LNTA LENTA INTERNATIONAL PJSC
PJP X5 RETAIL GROUP N.V. SPONSORED GDR REGS
MAIL MAIL.RU GROUP LTD. SPONSORED GDR
HYDR POLYUS PJSC
MTSS FEDERAL HYDRO-GENERATING COMPANY - RUSHYDRO PJSC
SIBN MOBILE TELESYSTEMS PJSC
GAZP GAZPROM NEFT PJSC
MVID GAZPROM PJSC
ROSN M VIDEO
MAGN ROSNEFT OIL CO.
1RA1 MAGNITOGORSK IRON & STEEL WORKS PJSC
2ET ROS AGRO PLC
ALRS ETALON GROUP (GDR)
LSRG ALROSA PJSC
BSPB ROSNEFT OIL CO. SPONSORED GDR REGS
ENRU LSR GROUP
EONR VTB BANK PJSC
SVST PHOSAGRO PJSC
H4L1 BANK ST PETERSBURG PJSC
5M71 ENEL RUSSIA
3LSA UNIPRO
MMK SEVERSTAL (GDR)
MOEX HALYK SAVINGS BANK OF KAZAKHSTAN GDR
DSKY MAGNIT PJSC SPONSORED GDR REGS
VTBR LSR GROUP (GDR)
PLZL MAGNITOGORSK IRON & STEEL WORKS (GDR)
OGZD MOSCOW EXCHANGE MICEX-RTS PJSC
PYATY FEDERAL GRID CO. OF UNIFIED ENERGY SYSTEM JSC GDR
HSBK DETSKY MIR
OBUV VTB BANK (GDR)
TATNP POLYUS (GDR)
BSPBP GAZPROM (GDR)
GZPFY X5 RETAIL GROUP
LKOD HALYK SAVINGS BANK OF KAZAKHSTAN JSC
RUALR OR PSJC
MRKHP TATNEFT (PREF A)
BANK OF ST PETERSBURG
HHR GAZPROM NEFT (GDR)
MHSG LUKOIL
MTL/P RUSAL
BANK OF GEORGIA GDR
HEADHUNTER
MECHEL
- Andrey Kuznetsov
- Cole Akeson
- Fedor Kornachev
- Nikolay Minko
CIS Market Daily - 6 марта 2020
КОММЕÐТÐРИЙ И ПРОГÐОЗ - ГЛОБÐЛЬÐЫЕ РЫÐКИ СÐИЗИЛИСЬ ÐРФОÐЕ ОПÐСЕÐИЙ, СВЯЗÐÐÐЫХ С КОРОÐÐВИРУСОМ; Ð’ ЦЕÐТРЕ Ð’ÐИМÐÐИЯ ОПЕК+ И ДÐÐÐЫЕ ПО РЫÐКУ ТРУДРСШÐÐ’ отÑутÑтвие доÑтаточно ÑущеÑтвенных позитивных новоÑтей о коронавируÑе и на фоне падающих цен на нефть РоÑÑÐ¸Ñ Ð²Ñ‡ÐµÑ€Ð° котировÐ...
- Andrey Kuznetsov
- Cole Akeson
- Fedor Kornachev
- Nikolay Minko
CIS Market Daily - March 6, 2020
MARKET COMMENT - GLOBAL MARKETS FALLING ON COVID-19 CONCERNS; OPEC+, PAYROLLS IN FOCUSWithout major positive coronavirus developments, and with the oil price sinking, Russia was in the bottom quarter of EMs, with a 1.8% drop for the RTS yesterday. This morning, RTS futures are down 2.7%, and all morning indicators are negative. STORIES> EM stocks, including Russian, see sharpest weekly outflow since August> Recent spike in USD/RUB volatility suggests no rate cut this month> Federal Grid 2019 IFR...
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