"Zvakakwana kumirira, inguva yekutenga" - saka yakanyora svondo rino nezve ruban of the morgan stanley strenist James naPhilip Dinchev. Mari yeRussia inogona kusimbisa 6% nekuderedza njodzi inosvika makumi manomwe neshanu muzana, vanozviona, uye saka zvinokurudzirwa kugara munzvimbo dzakarukwa mune imwe dhora uye euro.
Mutemo wekunyora pamusoro peZviratidzo "zveNavy", kuunzwa muUst Congress, hazvitakure, hazvigone kuenzanisa nemari, uye hadzina kutamba kwemari mitengo, vanonyora.
Isu takasarudza kuziva kubva kune nyanzvi kubva kune mamwe makambani, Western neRussia, kunyangwe vagoverane netariro yakadaro.
"Tave takatarisa zvakanaka pane ruble kwenguva yakati," anodaro maneja ekutonga kuti aratidzwe gadziriro "aton manejimendi" Grigory Ilaev. Izvi zvinokonzerwa nenyaya yekuti hupfumi hweRussia zvakazviratidza kutarisira zviri nani gore rapfuura, pamwe nekuwedzera kwemitengo kune zviwanikwa, izvo zvinogona kuenderera mberi muna 2011 sehupfumi hwenyika hwakawanikwa mushure mekunge denderedzwa, anotsanangura.
"Ruzi iyero yakanaka kubva padanho rekuona njodzi / dzoka," Mukuru Muongorori "SBELED ASTET Management" Arthur Kopsyv anobvuma. Nekuvandudzwa kwebasa rebhizinesi munyika yevasungwa 'kufarira kwezvinhu zvepabhuku ezvinhu zvichawedzera zvinowedzera zvichawedzera, izvo zvichatungamira mukusimbiswa kwemaruva mazhinji emisika inobuda mudhora, inotenda. Hapazovike uye kusanganisa, kusanganisira nekuda kwekuwedzera kwemitengo yemafuta, anodaro, akamirira nekupera kwegore iro kosi isiri yakakwira kupfuura 73 rubles / $.
Pakati pegore, kosi yacho inogona kusimbisa uye yakasimba - kusvika pamadhora makumi manomwe, zvichienderana nekuongororwa kwemisika yemari uye macroeconomics yeAlfa-capital maneja Rates ruble inotaridzika yakasimba isina kugadziriswa nekuenzaniswa nemari-analogues uye muna 2021, inogona kusimbisa zvakanyanya. Iye anoona zvikonzero zvakati kuti: Kudzorerwa kwehupfumi uye kudiwa kwemafuta, zvakakura zvibvumirano zvezvemuno (zvechokwadi, kana uchiramba uchiderera mukugoverwa kutsva kweiyo yeDz inoenzaniswa negore rapfuura.
Sekureva kweVTB Capital Forecastes, avhareji yegore egroces yeGore ino gore rino richave negumi nemakumi manomwe nenomwe. "Tinogona kutaura zvakanyanyisa kutaura nezvemari yemari, tichiongorora mafungiro evaridzi vepari kune chaiyo njodzi nengozi kana shanduko mumamiriro ekutengeserana, asi zvinoita kunge ndiri wenguva dzose, ndiani akataura ne Sachigaro weCentral Bank Elvira Nabiullina muhurukuro muna 2014. Mutemo unoramba uchokwadi: Iyo Hupfumi hwenyika husina simba, "anokakavara. Saka kusimbiswa kwazvino kwekosi yacho chikamu chakabatana neakashamisika neye GDP nhamba muna 2020 uye zvishoma nezvishoma zvichirerutsa kukura kwacho kuri kuita misika muna 2021, ISAKOV ndeyechokwadi.
Target renji rekufungidzira chikwereti Suisse - 73-77 rub. / $. Iyo ruble haina kudonha pazasi 73 rubles Panguva imwecheteyo, huwandu hwesvetukira pamusoro pe77 rubles. / $ Icharamba - kana hukama pakati peUnited States hadzingawedzere zvinoonekwa, uye mitengo yemafuta haizodzikira, inotarisira. Saka kune vagari vemo vakagadzirira kufunga nezve mamiriro acho mune zvekutengesa kwenguva refu, kutengeswa kweiyo rubur pamusoro peiyi renji kuchave nekukanganiswa kwakanaka pakati pengozi uye mabhenefiti, anopfupisa.
Masanctions haana kutyisaMasanctions haafanire kutungamira mukushayiwa kwakakosha kwechitubu, nyanzvi dzinofunga. Imwe nguva yenguva dzose yekucherechedzwa nepedyo kune vezvenhau kwaari kunogona kudzorera iyo kosi kusvika ku80 rubles / $, inobvumira bragin. "Asi hazvina kukodzera kutya chero nzvimbo yakakomba yemasangano maseketi, anokahadzika. Asi, tinogona kutaura nezvenzvimbo dzakatarwa, uye kutongwa kwekutanga kuchagadzikana zvishoma nezvishoma uye kutukwa kuchadzokera kukukura, kusviba kunoita chokwadi. " Saka zvine musoro kufunga nezvekuwedzera zvinzvimbo mune ruble uye kunyangwe neyeportfolio yemari yekubuda kunoenderana nezvinhu zvinobviswa uye rubu, zvinopera.
Pakupera kwegore, mari yeRussia inogona kutsvaga zvakanyanya, kana ichingotanga kuita hutsinye masanctions, asi mukana weizvi idiki - 10%, anodaro Isav. Saka, kutora mutsauko mumiyero nemari yakakura yenyika, iyo yazvino magupolitical premium mune ruble haina chokwadi, iye ane chokwadi.
Hazvina kukodzera kukurumidzaZvakadaro, hazvitenderwi kuwedzera chikamu chevhu kunze kweiyo portfolio. Maererano neKopshev, maturusi okuruku muPortfolio anowedzera zvakanyanya. Iye anopa zano kuti uwedzere kuenzana neRule Corporate Bonds - Iyo mareti pavari inotaridzika inotaridzika kupfuura mitengo uye yeZuru, uye kusimbiswa kwekuvhurwa kunoita kuti vatonyanya kutaridzika.
Ongorora Deutsche Bank mune yekupera kwaJanuary vakamirira zvakare kusimbisa kujekesa kwehukuru hwekusimbisa kwemukati muRussia, musangano wekutanga weiyo kiyi yeiyo kiyi ichaita Gadziridzwa neChishanu. - VTimes) uye Sustainability OpEC Zvibvumirano usati waita chisarudzo pakudyara mune rubin.