Barack Hussein Obama is going to Moscow

The decline in oil prices is likely to be a local asset bears to the opening of today's auction. The fall market will be 0.5-1%. Worse than the market will be oil and gas sector. Perhaps the morning gap down is used for purchases.

Next week, the bulls speculative activity on the Russian stock market could cause the U.S. President's visit to the capital of Russia. Likewise, no one knows, PR firms or financial results are driven largely by the capitalization of chips. It is anticipated that the July 6, leaders of two countries will hold talks in the Kremlin in the first narrow and then in the expansion. The next day, July 7, is scheduled to meet Dmitry Medvedev and Boris Obama with US-Russian business forum.

The proportion of non-residents is well below pre-crisis levels, when 50% free float owned by foreigners. Political stability in Russia, the prospects for the Russian ruble, expensive foreign oil and the warming of relations between Russia and the United States could become a powerful excuse for shopping. It should be remembered that, in terms of DCF current level of oil prices at the level of 1300-1500 points on the RTS index. Investments of foreign funds will be primarily aimed at a limited number of first-class Russian chips. You may prefer to make a speculative portfolio, based on MSCI Russia.

Yesterday, the focus has been electricity. Bookmark trades were paper RusGidro, July 6, shares of companies included in the listing LSE. The company also plans to launch the ADR program in mid-August. We maintain a positive view on the paper with a target price of $ 0.06 Yesterday, the share of the free market rose from 30% to 50%, revenue sector will increase by 5-10%. We also advise you to pay attention to the sector of ferrous metallurgy.

From the fundamental point of view of all the major chip sector had a good growth potential. Perhaps the share of the portfolio is spread in equal proportions between NLMK, MAGN, EVR, CHMF. The crisis - a time of great risks and high incomes.

Naftogaz will attract international consultants to determine the economic levels of gas transit rate
U.S. selects kopeck
Experts: Fall of the GDP of Ukraine on the basis of 2009 could reach 15%
Back to the Future
The forecasts of analysts: After morning sales Russian market traditionally «zalyazhet» at outset
Today, Russian behavior indexes again will not be a uniform trend
Russian bulls are able to keep the market a long time now
Reduced the price of oil will be pressure on the commodity sector, the worse the market will feel the action Lukoil and Rosneft
Worse than the market today will look like the paper oil sector