Jpmorgan Russian Securit... Share Discussion Threads

[soleman1] 24/3/2022 07:25

How is it higher!

[bondholder] 24/3/2022 07:18

moex shares sharply up on opening. Looks a bit Potemkin to me

[replicas1967] 23/3/2022 20:38

Very useful thanks Bondholder

[bondholder] 23/3/2022 20:36

0650 UK time opening

[bondholder] 23/3/2022 20:35

Trading will be opened for 33 of Russia's largest publicly listed companies, those that comprise the benchmark MOEX index, the Central Bank said. That list includes the likes of now-sanctioned financial institutions like Sberbank and VTB, the country's largest energy giants Gazprom and Rosneft and private firms such as the country's top retail chains, flag-carrier Aeroflot as well as metals and commodities giants.

[amaretto1] 23/3/2022 18:21

Putin could be gone tommorow !!!Then what guru ???

[johnwise] 23/3/2022 18:16

VIDEO

Hedge fund manager issues dire warning over Wall Street 'funding' Putin's war

[dodger777] 23/3/2022 17:31

What UK time does the Russian market open ?

[biggest bill] 23/3/2022 17:21

The Russian stock market had already fallen heavily before it was closed. The fall in the rouble will make Russian exporters even more profitable. I don't think the Russian stock market will fall anything like 70%.

[soleman1] 23/3/2022 16:24

I think if the fall is under 90% tomorrow this will be blue, my guess is 70% drop by close.

[loganair] 23/3/2022 16:17

Selling their oil and Gas to the West in Roubles seems like a clever idea and most probably came from the CBR Governor.

This means that the West will now need to hold a weeks worth of Roubles gas and oil buying instead of holding this in USD.

China may soon start buying some of its oil from the Middle East in Yuan, again meaning holding less USD.

The so called Petro-dollar is starting to feel a little shaky.

[loganair] 23/3/2022 15:32

Circa 25% of foreign registered aircraft in Russia have now been reregistered on the Russian registry which brings the Russia civil airline fleet to being circa 60% Russian registered.

Inflation was rumored to be very high by the Autumn if the exchange rate had kept falling, however the Rouble has strengthen by over 25% over the past two weeks.

[amaretto1] 23/3/2022 15:30

Your imo living in Biden land !!

[amaretto1] 23/3/2022 15:30

I've got friends out there .... They work for BP .... how ironic

[amaretto1] 23/3/2022 15:29

Who's telling you all this ?

[tigerbythetail] 23/3/2022 15:26

Almost no planes, almost no means of shipping into country, no insurance, and poor banking connections.
Russia's economy is being wrecked. And Russian businessmen know it.
70,000 computer specialists have already left the country, another 100,000 are expected to follow. That's quite some brain drain!
If you speak Russian, read the despairing analysis of "Winds of Change" - who is or is not a senior FSB analyst, but who is dead on the money.
Putin has destroyed Russia's economy, civil society, and future.
It's not for nothing the head of the Central Bank wore black. Central Bank is rumoured to be planning for 70% inflation rate by September.
But live in your fantasyland if you like.

[loganair] 23/3/2022 15:26

From what I've been hearing from the Western media is that Europe are going to replace their gas from Russia with gas from Qatar which if was possible would mean the Qataris increasing their gas production by circa 50% then having to ship the whole lot to Europe, unless a gas pipeline is built from Qatar to Europe.

[amaretto1] 23/3/2022 15:21

2 of the biggest populated countries taking your goods ...India and China ...U can't make it up

[amaretto1] 23/3/2022 15:20

I'm with you on this ...The Western media are way off the Mark ... China are basically going to take what Russia can produce ....It will be the western countries like Australia etc that will suffer thru these draconian sanctions

[loganair] 23/3/2022 15:16

T - I've been in and out of Russia since the mid 1980's when supermarkets were empty and the local clothing retailers seemed to me having continuous cloth hanger sales, only the foreign currency shops were full of goods which were over priced even in dollar terms. The days of the so called Golden Rouble prices in some shops and restaurants, some shops even had prices in Deutsche Marks.

I currently have some close friends living in Russia.

The Rouble has stabilized and has strengthen from 180 to 130 to the pound over the past couple of weeks with locals now depositing money back into the bank. It is a complete fallacy if anyone thinks bags of sugar not Roubles will become the means of exchange for common people again.

Russia are still easily able to import from non Western countries such as China, India, Turkey and South America plus many other countries.

[tigerbythetail] 23/3/2022 15:07

Farrugia - I don't think POLY is in the list of the 33 shares that will be traded tomorrow. So no.
But still, it should be possible to deduce something from the size of the declines in the shares which are going to be traded.
Loganair - you don't seem to have the first idea of what is going on in Russia's economy. Think 1991 - hyper-inflation, mass unemployment, and a brutal recession. Bags of sugar not roubles will become the means of exchange for common people again.
The rouble is now basically unconvertible, so almost all imports will stop. It's not for nothing that Putin has ordered the prisons and camps to be emptied of "ordinary" criminals. It's to make room for a new wave of political and economic protestors.

[loganair] 23/3/2022 15:03

Chatting with my acquaintances in Russia they say the cost of imported goods are up circa 40%, while the cost of locally produced goods are up circa 10% to 15% and petrol and their heating bills haven't gone up at all.

[farrugia] 23/3/2022 14:59

is polymetal going to open today on MOEX or not?