Subscribe to the channel: / @rbcinvest --------------------- ⚡️Where to watch "Markets", "Bonds.Glavnoe" and other RBC Investments programs? We are on VK: https://vk.com/rbc_investments 👉Our Telegram bot https://t.me/QuestionsRBCbot is waiting for your questions. Write - we will discuss everything live on the RBC TV channel. In this issue: 📈 The official dollar exchange rate from the Bank of Russia rose and again exceeded 97 rubles. The ruble also weakened against other currencies - the euro and the yuan. What will happen to the exchange rate by the end of the year? Is it really worth waiting for the dollar at 100 and higher? We surveyed several analysts to collect our consensus forecast for the ruble. 🔥 The market gave hope for recovery: on October 15, the Moscow Exchange Index rose above 2800 points. What supported the market and what factors will influence it in the near future? Let's discuss which strategy an investor should choose today, and talk about the favorites in several sectors at once: banks, gold miners, oil and gas. 😢 The metallurgy sector is in a difficult situation this year. What is happening with Rusal, Norilsk Nickel? Who to invest in and is it worth it? In this issue, everything about the prospects of metallurgists. Hosts: Nikita Makarov Denis Muravyov Guests: — Daniil Bolotskikh, analyst at BCS World of Investments — Maxim Khudalov, chief strategist at Vector Capital investment company 00:00 Let's sum up Tuesday's results on the markets 01:20 "What the trends say" from the Bank of Russia 03:25 New home sales have fallen, and so have oil prices 04:13 IEA has lowered its estimate of oil demand growth 05:07 Moscow Exchange to launch trading in platinum and palladium 06:07 "Investors have adopted a wait-and-see attitude." Key rate forecast 07:00 What to choose: stocks or bonds? 08:53 "The market has started to catch up with the depreciation of the ruble" 09:16 Ruble exchange rate forecast from Daniil Bolotskikh 10:25 Why BCS changed the oil price target 10:50 What will happen to the ruble exchange rate with Urals at $50 12:52 Exchange rate forecasts from Nikita Eurova, Anton Prokudin and Oleg Kuzmin 15:26 "The ruble's strengthening will go unnoticed" 15:55 How deep will the Russian market fall 16:36 When to start buying shares 17:32 Should you buy Unipro securities for the long term 17:59 Favorites among securities from BCS 20:27 Which bonds are worth adding to your portfolio now 21:21 Should you buy Norilsk Nickel securities 21:42 Daniil Bolotskikh does not see potential in Rusal shares 23:06 How China is Stimulating Metal Prices 26:25 The Situation on the Flowerbed Market 28:44 Which Metallurgists Will Suffer the Most 29:39 How BCS Assesses Mechel 30:58 Daniil Bolotskikh's Targets for Ferrous Metallurgists 32:26 MMK or Polyus? 33:05 Gold Price Guide 35:08 Trump or Harris — Who is Better for the Russian Market? 36:16 Will LUKOIL Be at ₽6,000? 37:57 Alexander Ugryumov reveals his investment portfolio 42:07 How to properly diversify assets 42:44 How many issuers are in Daniil Bolotskikh's portfolio 44:11 How the market will open tomorrow --------------------- #RBC #investments #Ruble -------------------- Subscribe to us on social networks: Telegram channel "You are an investor yourself": https://t.me/selfinvestor Telegram bot "RBKarp Dividends": https://web-telegram.ru/#/im?p=@Karpi... RBC Investments newsletters: https://investletter.rbc.ru/ VK: https://vk.com/rbc_investments