Goldman Sachs believes that the worst recession in the United States with the 30-ies, may have ended - in the global stock and commodity areas there are grounds for a new rally before the end of the year

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Today, positive external background, the main driver of growth of Russian stock market is the rise in oil prices. Accordingly, it can be expected to strengthen the Russian ruble on the domestic foreign exchange market. Consequently, shares of oil companies and banks are the main favorites of today's auction.

Goldman Sachs believes that the worst recession in the United States with the 30-ies, may have already ended. And with a high probability this is true. This means that in world stock and commodity areas there are grounds for a new rally before the end of the year.

The tragic accident at the Sayano-Shushenskaya hydroelectric power station led to the collapse of capitalization RusGidro, giving investors a good opportunity to earn. Of course, the exact losses are not yet entirely clear. However, when the clarity, the paper would have cost much more. Before the accident RusGidro shares were one of the most undervalued of chips, with Target 1.8-2 rubles. Based on the available information on the probability of loss of the company, in assessing a reasonable discount of 10%, ie a new range of assessment - 1.62-1.8 rubles. At the same time after the completion of the negative flow of news rebound in the paper will be very sharp. Shares RusGidro, from our point of view, as a good speculation, and an investment idea.

The short-term dynamics of the Russian bid is still primarily dependent on external factors. These U.S. statistics, seeking unemployment benefits 16.30 Moscow time the index of leading indicators 18.00 Moscow time, to a large extent determine the outcome of today's auction.

weakly to short-term dynamics of projection, making short-term investments as always vysokoriskovannymi. However, medium-and long-term market dynamics, which is based on the DCF evaluation, more predictable. This year we expect to exit the RTS index in 1300-1500 Corridor items.

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Asian shares expensive on Thursday against the backdrop of rising oil prices
Indexes in the United States rose on Wednesday after oil futures on Thursday expensive
Futures oil brand Brent increased by 0.12% up to $ 74.7 in barrel
Ascending trend on the Russian market still remains, but the growth rate is already very impressive
The range of fluctuations in futures on the RTS index in today's auction could be 94 000 - 105 000
Supporting the bulls today, in addition to the price of black gold, would have positive expectations of macroeconomic data
Oil went up to nearly $ 75 a barrel - an excellent tool for the realization of the Russian stock market rebound back to top



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