Year of the Ox is over, but the bulls are not going to go
During the Christmas holidays in Russia was dominated by global "bullish" sentiment. From the statistic data, which were announced over the holiday period, should provide a report on the U.S. labor market for December, which turned out to be worse than forecast and increased investors" expectations regarding the preservation of the Fed rate at a low level that supported world markets. Since late last year, the Dow Jones index added about 1,8%, which will undoubtedly serve as incentive to buy domestic stocks at the opening. Index futures traded in the U.S. today with the confidence positive territory, adding more than 0,3%. In the markets of Asia as positive sentiment prevailed. Chinese index adds about 0.8%, after rising a little adjusting in the beginning of the session, the Chinese market support the news of the marginal operations.
The main driver of growth for Russia"s market will serve as the dynamics of commodity instruments. The cost of futures on Brent crude exceeded psychologically significant mark of $ 80 a barrel. Before the opening of trading on domestic platforms futures consolidated near the upper limit of short-term side-channel $ 81 - $ 82 per barrel. Basis for growth is a significant weakening of the dollar: EUR /USD pair is trading above the level of 1,45.
MICEX at the opening will be an important level of 1,373 points and rush to the psychologically significant mark of 1,400 points, to which is slightly more than 2%.
In the first trading session of the new year of important statistic data is not expected to reduce the attractiveness of fixed income. During the week will be announced as the number of statistic data on the U.S. economy, and on the European economy, which will return to Russia"s market volatility.
ADR on shares of domestic companies on the eve considerably added. The growth of ADR in Gazprom shares was about 10% of the shares of LUKoil - 5%, on paper MMC Norilsk Nickel - 12%. Dynamics of ADR shares of commodity companies will lead to a significant plus. Against the backdrop of rising oil prices and the dynamics of paper ADR Gazprom can test the local maximum, passing near the mark of 186.4 rubles. In the case of penetration and retention of top-level view on the shares will be the mark of 190 rubles.
In the papers after the consolidation of the banking sector at the end of last year, partly taken off his overbought and will prevail purchase. Attractive to the opening position again look preferred shares of Sberbank.
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The level of support today for a forward contract on RTS index performance in March and 145 300 points
Important statistics today is not expected, so we can expect that the positive mood of traders will continue throughout the day
On a long rally on the equity market can not count
The greatest preference is now able to red6eceive shares of metallurgical sector, especially the paper "Norilsk Nickel
Today, Russia"s stock index will rise by 3-5%, the leaders will share the oil and steel companies
In the coming days, likely increased demand for Russia"s actions in connection with the increase in their share in the portfolios of mid-term investors
Russia"s market of today is destined to be accumulated at the top thanks optimism in commodity and global stock markets
Russia"s ADR increase in prices since the beginning of the year an average of more than 5%
Investors, who had gone on long vacations, with a portfolio of securities, today will be rewarded with good added value the underlying stock