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The EU summit: neutral results. The markets continue to rise. Primary market: RSHB, VEB-Leasing, Tele2-Saint-Petersburg.
Trading Ideas in the Bond Market
Eurobonds:
Evraz-18
Metalloinvest-16
Alfa-Bank-15
Bank of Moscow-15
Akbars-12
Nomos-Bank-13
VimpelCom-13
We also keep our recommendation to hold a large portion of the portfolio in defensive instruments:
Raspadskaya-12
Alfa-Bank-13
Ruble Bonds:
LenSpetsSMU BO-02
TransContainer-2
Tatfondbank BO-03
UBRD-2
RSHB-6
MDM Bank-8