Stock markets: the Demand for risky assets will fall
Significant growth of Russian stock indices, which began in mid-March and is still ongoing, most likely due to the rising cost of oil and the considerable appetite of investors for risky assets, including the stock markets of developing economies. These factors, in the absence of the sanctions rhetoric, allowed Mosberg index to reach historic highs.
However, in my opinion, the demand for risk among investors will soon begin to fall, it begins to decrease the yield of ten-year treasuries. Most likely, as soon as it stops “hype” around the negotiations, the U.S. and China, in relation to a trade war, or the us government again will raise the issue of sanctions against Russia, Russian stocks will start a significant correction. _____________