Вопросы Андрею Шеметову из АТОНа

во сколько эфир?

спросите почему аналитики крайне редкр, а точнее никогда не рекомендуют:
1. выходить с рынка?
2. сделать долгосрочные вложения в доллары?
3. шортить рынок, когда он явно перегрет и наблюдается консолидация
4. никогда при низкой волатильность не рекомендуют покупать волатильность?

спросите плз, чо они диск с волл-стрит2 зажопиле?

почему развивающиеся рынки, в частности, БРИК, падают из-за долговых проблем в европе? ведь у самих БРИК нет никаких долговых проблем. каков реальный механизм влияния? (только пожалуйста не надо фраз типа «инвесторы обеспокоены и поэтому продают»)

1 Предстоящие выборы и их «предсказуемые результаты» как то повлияют/и повлияют ли на отношение нерезидентов к акциям компаний РФ. Ваше мнение
2 Торгует ли сам господин Андрей Шеметов. Если да то какой результат за год/и после кризисные годы?
Спасибо!

за какую партию голосовать будет ?))

Вопрос: как долго, по мнению Андрея, российский рынок акций будет торговаться с дисконтом в 30-50% к зарубежным аналогам и как переломить это недоверие со стороны инвесторов самим компаниям и власти

Андрей в прямом эфире с 19:00, вопросы будут заданы. Про диск спрошу вне эфира :)

За ответы ничего сказать не могу…
Диск клятвенно пообещали привезти через 2 недели.

послушал. спб.
не думал, что так серьезно ген. дир относятся к закону об инсайде и не могут торговать.

Андрей, стратегия развития компании очень напоминает предпродажную подготовку, Вы в самом деле думайте что сможете продать компанию через два года так же дорого как Юникреду в свое время?

Спасибо за ваши ответы.

Вот есть еще такая версия:
Cash-strapped European banks are increasingly looking at selling their large piles of emerging-market bonds and other assets as way to raise badly needed cash.

That means these hitherto strong-performing markets are getting swept up in a global «deleveraging» fueled by the euro zone crisis, where banks are ridding their balance sheets of risk in a bid to safeguard their capital. Falling emerging-market currencies do not reflect concerns about the outlook for those countries as much as they capture a certain sell-where-the-profits-are mindset among cash-needy European institutions.

Between 2005 and the second quarter of this year, these banks added $2.6 trillion worth of bank loans and other lending instruments owed by emerging-market-based clients. Now, RBC Capital Markets analysts estimate, these same banks could sell at least $522 billion, ahead of the June 30, 2012, deadline that requires them to meet a 9% capital adequacy ratio under new European Union regulatory demands. Using the 2008 credit crisis as a precedent, banks in the developed world are expected to sell a total of $808 billion in emerging-market assets this time, the analysts said.

«We are already seeing some selling,» said Robert Bogucki, head of North American foreign exchange trading at Barclays Capital. He cited the weakening of the Brazilian real and Mexican peso, which have lost 15.5% and 19% since Aug. 1, respectively, as outcomes of this process.

Meanwhile, Germany's Commerzbank last week announced a temporary suspension of new loan business to borrowers without ties to Germany or Poland.

The deleveraging and scaling back of funding by euro-zone banks will deliver a dual punch to emerging economies as it will cut off an essential source of money inflows while flooding the market with cheap assets. Expectations of such a «distress sale» have already played out in the sharp declines of between 5% and 25% that emerging-market currencies have seen since Aug. 1. Until the European crisis escalated, emerging currencies were a favorite bet against the dollar.

Central and Eastern European countries in particular have relied heavily on European banks to fund their galloping growth, whose lending to governments and corporations in the region swelled to a total of $1.24 trillion, according to RBC Capital Markets data. Hungary's forint has dropped 20.6% since Aug. 1, and plunged to its all-time weakest level of HUF317.66 against the euro last week.

Yet the reach of euro-zone banks also expanded into Latin America, where they are estimated to have assets worth $681 billion, to Africa and Middle East, where their exposure is $236 billion, and to Emerging Asia, with $426 billion, according to the same RBC Capital Markets data.

«Emerging markets are more vulnerable now than in 2008-2009,» said Nick Chamie, global head of emerging markets research at RBC Capital Markets, primarily because the euro-zone banks have lent 3.4 times as much as U.S. banks.

Market participants expect emerging market central banks will find way to keep markets flush with cash, primarily by backtracking on the past year's rate increases, which were put in place to offset overheating in the economy and to stave off inflation.

So although lower interest rates will inherently put their currencies under even more pressure, there is some relief for these countries' economies in that their policy makers have more room to maneuver than they did in past crises.

Some opportunistic buyers are even readying themselves for what they see as the coming bargains, which will allow them to get back cheaply into the emerging-market growth story.

Nomura Securities recently began building a model portfolio to guide investors into purchasing assets arising out of the deleveraging process, especially those in better-performing economies in Eastern Europe such as Poland and the Czech Republic.