вот так сейчас пиарят ванька и рашн рынок
Mark has had a hand in dozens of successful funds and is a canny stock picker as well as a keen observer of geopolitical trends.
This is what Mobius said in a recent Bloomberg interview about the cheapest market in the world: "[Russia] has been closed to us and many other investors, for the most part, because of (economic) sanctions… If sanctions are lifted, then you could see a big, big surge in Russian stocks."
Could this happen? The U.S. and Europe have had these sanctions in place since early 2014 after Russia seized Ukraine's Crimea region. But now, even U.S. Secretary of State John Kerry seems optimistic that there will be a total ceasefire in Eastern Ukraine paving the way for those sanctions to be lifted.
Kerry was quoted, optimistically positing that, "I believe that with effort and with bona fide, legitimate intent to solve the problem on both sides, it is possible in these next months to… get to a place where sanctions can be appropriately… removed."
Making Moves
Here's the main reason I recommend pulling the trigger on Russia right now - whether or not the sanctions are lifted, even after the surge so far this year, Russia is still incredibly cheap.
The VanEck Vectors Russia ETF (NYSEARCA:RSX) is trading at just seven times earnings.
Lukoil (OTCPK:LUKOY) - one of the largest oil and gas companies in the world with total proven reserves exceeding even Exxon Mobil - trades at just four times 2016 earnings with a 6% dividend yield.
And the VanEck Vectors Russia Small-Cap ETF (NYSEARCA:RSXJ), even after a 41.8% jump so far this year, is trading at just 4.5 times earnings.
Put some mad money in these Russian picks with a 15% trailing stop loss to protect your downside.