ββοΈ How long will the Russian market fall?
π₯ Russian physicists don't have enough money to buy out the sales of foreigners. Therefore, fall may continue, the source of the RDV believes.
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π₯ Russian physicists don't have enough money to buy out the sales of foreigners. Therefore, fall may continue, the source of the RDV believes.
Thread π§΅π
π·πΊ πͺπΊ πΊπΈ Relations between #Russia and the West are now at the bottom since the Caribbean crisis. And at such a moment, it is difficult for a Western fund manager to explain to his investors why he continues to hold $SBER, $TCSG, or something else from Russia. $RTSI
Think π
Think π
#Sberbank:
β’ Foreign funds own about $30 bn worth of shares, or 40-45% of all shares.
β’ All retail investor now have $30 bn in all Russian stocks.
β’ That is, Russian retail investor will buy out $SBER foreign sales ONLY if they sell all other shares combined.
β’ Foreign funds own about $30 bn worth of shares, or 40-45% of all shares.
β’ All retail investor now have $30 bn in all Russian stocks.
β’ That is, Russian retail investor will buy out $SBER foreign sales ONLY if they sell all other shares combined.
#Tinkoff:
β’ In $TCSG shares, foreign funds hold $7 bn of positions β about 50% of all shares.
β’ For comparison, for the whole of 2021, retail investor invested the same $7 bn in Russian stocks.
βοΈ Russian stocks will continue to fall as long as foreign funds are being sold. βοΈ
β’ In $TCSG shares, foreign funds hold $7 bn of positions β about 50% of all shares.
β’ For comparison, for the whole of 2021, retail investor invested the same $7 bn in Russian stocks.
βοΈ Russian stocks will continue to fall as long as foreign funds are being sold. βοΈ
β’ β’ β’
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