+ 7 (495) 684-04-00

Tag: russia

Friday Investment Talk: Gas Supplies, Russia-Ukraine, Bullish Markets

Liquid Natural Gas (LNG) cannot replace Europe’s reliance on Russia for heating fuel. Russia is a main supplier of both piped gas and LNG. Markets are relying a quick resolution to the Ukraine war. A ‘sell the rumor, buy the news’ event has taken place so far this year. Is this move sustainable? Market Indicators …

Friday Investment Talk: Gas Supplies, Russia-Ukraine, Bullish Markets Read More »

Friday Investment Talk: Chinese Consumers, E-Commerce, Space Exploration, Seasonality, Small Caps and Bitcoin Bubbles, and OZON

FIT Jan 15
Fidelity is bullish on China. Goldman Sachs likes OZON. ARK's Cathie Wood likes space exploration. But, seasonality does not bode well for markets in late January/February.

Hard Currency Savings

Wherever you are in the world, the strength of your country's local currency can be adversely affected by many different factors. Uncertainty encourages many investors to look outside of their local savings and investment markets, in a bid to access products that provide the opportunity to invest in ‘hard currencies’, specifically USD, GBP and EUR. Certain products enable investors to secure their savings in a long term financial secure manner.

FRIDAY INVESTMENT TALK: Future Technologies, Russia, Growth to Value, AAII Sentiment, MELI

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.

Friday Investment Talk: Gold, Interest Rates, Russia and Natural Gas, China, Fuel Cells and EVs

FIT July 10

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 …

Friday Investment Talk: Gold, Interest Rates, Russia and Natural Gas, China, Fuel Cells and EVs Read More »

Friday Investment Talk: Russian Taxes, Market Valuation, MLPs and Credit Quality

Investment Talk

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 »

COVID Emergency Funds, the Price of Gold, and the Stock Market

COVID and gold

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 »

Chris Weafer: Weak Ruble Protects The Economy

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 …

Chris Weafer: Weak Ruble Protects The Economy Read More »

For Whom

Our Expertise

Our Solutions

This information is not an individual investment recommendation, and the financial instruments or transactions mentioned in it may not correspond to your investment profile and investment goals (expectations). It is your task to determine whether a financial instrument or transaction matches your interests, investment objectives, investment horizon and acceptable risk level. AVC Adisvory, Inc. and its affiliates are not liable for possible losses in case of making transactions or investing in the financial instruments mentioned in this information, and do not recommend using this information as the only source of information when making an investment decision.

Twitter Facebook Linkedin-in Youtube Telegram-plane
Scroll to Top