+ 7 (495) 684-04-00

Tag: Valuations

As the market starts a bounce from oversold conditions, lets look at where money is flowing.
Bulls have been wrong on this beat up stock many times before. Things are changing for the better and now the bulls might be right. They put a great deal of money on a bet after earnings came out.
To access this post, you must purchase Subscription Plan – AVC Pro.
Valuations are compelling in Emerging Markets, but momentum is weak. Seasonally, June is weak. Gold and silver show strength against dollar weakness.

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 »

Scroll to Top