Идеи: портфель (2015)

а на каком позитива так параша прет???

ROMEO_UX на повышении прогноза роста ВВП Еврозоны.

Президент Украины Петр Порошенко заявил в интервью издание El Pais, что готов объявить военное положение во всей стране, если нарастание конфликта на востоке страны не прекратится.

http://news.liga.net/foreign/politics/4 ... zhenie.htm

minemax все правильно, сначала народ обокрали, а теперь военку можно обьявлять,ограничивая свободы и протестное настроение людей.
При баксе 25 - пенсии получаются по 40-50 баксов в месяц)) Есть ли еще в мире такая страна)?

доллар все 25.5 на МБ, гадаю що такими темпами в понеділок буде 30!!!
щось дуже скоро мій прогноз здійснився((

валкли
12:00 10 8.11 16.5147 16.3464
12:30 18 10.54 17.8539 16.4870
13:00 19 10.81 18.0038 16.4845

starmaks забейте это не тот межбанк)))) реальный 24.7/25.5

Аспирант1
Может надо недельку подождать?
Курс раскачали на слухах о переходе на рыночный.
Думаю на следующей неделе будет легче.
З.Ы. по 30

Lanov лучше 1к100 - легче считать)

новость с сайта Драгона.
похоже таки курс это инициатива МВФ, либо скачек с запасом от НБУ.
видимо цель скорее 25 чем 30.

Finance Minister comments on IMF talks, funding needs

News: Finance Minister Natalie Jaresko said in a conference call yesterday talks with the IMF on an expanded bailout package would be finished ”within days”, with the new program to have a term of three to four years. She emphasized the new package would need to be front-loaded. Jaresko did not comment on the potential size of the new IMF program but confirmed the previously floated figure of “additional, incremental” needs of about $15bn. Jaresko also reiterated that consultations with bondholders would begin after the IMF package was finalized, adding the government had not yet hired an advisor for the prospective talks with bondholders. Among other things, she said that rebuilding central bank reserves was critical and that Ukraine faced complex structural reforms that would take time to implement. (Bloomberg)

Dragon view: Jaresko’s latest comments are broadly in line with earlier official statements and rumors to the effect and should not come as a surprise for markets. It is not clear if the $15bn of additional funding needs refers to the next 3-4 years or this year only. Adding this amount to the $12bn left undrawn from Ukraine’s outstanding Stand-by program with the IMF brings the potential new IMF loan to $27bn, matching our latest estimate (see our note The Moment of Truth Dawns published Monday). In this case, IMF funding would cover 60% of Ukraine’s external funding gap, which we estimate at $45bn through 2015-2017. We expect another $10bn (22% of total) to be financed with bilateral loans and funding from other IFIs, while bond holders would contribute at least $8.2bn by extending Eurobond maturities falling due over the period. In 2015, we expect total financing to amount to $20bn, including $11 from the IMF, $6.0bn from foreign government and other IFIs, and $1.5bn contributed by bondholders (ex-Russia). Comments by Russian President Vladimir Putin yesterday that Russia’s Wellbeing Fund needs the $3.0bn it had lent to Ukraine through Eurobonds further indicates, in line with our expectations, that Russia will refuse to extend the December 2015 bond.