Tag: russia
- 17.01.2021
- Categories: Investment ideas, News, Personal finance
- Tags: bitcoin, china, ETFs, OZON, Russell 2000, russia, Seasonality, SPCE
- 27.08.2020
- Categories: Investing basics, Personal finance
- Tags: diversification, dollar cost averaging, ruble, russia
- 10.08.2020
- Categories: Investment ideas, Personal finance
- Tags: AAII, ARKK, bonds, EMQQ, MELI, russia, Tech
Again looking at the hot tech sector, the potential value to growth rotation, Russia as a value and dividend play, and some contrarian bullish indictaors for stocks while bonds are simply stretched very far. Mercado Libre (MELI) stock reports next week and BAML is out with a nice target price for the bulls.
- 11.07.2020
- Categories: Analytics, Investment ideas, News, Personal finance
- Tags: Gold, RCL, russia
July remains bullish as low interest rates fuel stock returns and gold gains. Russia can be viewed as a high dividend value opportunity if oil prices can remain elevated, and natural gas prices stabilize. A note from Merrill Lynch outlines the demand for hydrogen fuel cells that support natural gas (UNG) prices. China continues to …
- 27.06.2020
- Categories: Analytics, Investment ideas, News, Personal finance
- Tags: bonds, COVID, divdiends, MLPs, russia, taxes, Valuations
AVC partners review Veronika’s participation in the Russian Portfolio Investment Conference where she discussed our Dividend Investment Research (DIR), and the new 13 to 15% income tax for Russian non-residents, down from 30%. We reviewed the influence of recent central bank actions stocks and bond pricing. Credit quality is likely to become more of …
Friday Investment Talk: Russian Taxes, Market Valuation, MLPs and Credit Quality Read More »
- 18.05.2020
- Categories: Investment ideas, Personal finance, Личные финансы
- Tags: Gold, interest rates, Rubles, russia, Tech
Having one’s cake and not eating it. When I came to Russia, my first summer was hot and sunny and I took to cycling, exploring the city’s cycle paths, one of my favourites being the one that runs along Bolshaya Nikitskaya up to the Garden Ring. For those unfamiliar, the Garden Ring is a ring …
COVID Emergency Funds, the Price of Gold, and the Stock Market Read More »
- 30.01.2015
- Categories: Analytics
- Tags: emerging markets, ruble, russia
This commentary was posted by our long-time colleague and friend, Chris Weafer (link to http://macro-advisory.com/about/) in an editorial on Dec 22, 2014. Chris worked for several main Russian Banks as the Chief Strategist. He has won recognition as the best Russian Investment Strategist for 2013 by Reuters. With so many people contacting us over the …