Our model shows the continuation of the second phase of the economy (⬆️ GDP and ⬆️ Inflation). All this will once again push the prices of comodites up. Since the Russian economy is resource-dependent, the rise in commodity prices will bring more dollar earnings, and, consequently, commodity companies will become richer. Since they are responsible for 75% of GDP, their growth will lead to an increase in the MICEX and RTS index. If the scenario is confirmed, RTS futures may go down to the level of 165,000-170000, which is 15-20%.
We recommend three options for entering a trade:
1. Buying futures. Contract value RUB 214,000
2. Buying options in the money June 2021. For risk lovers, you can use options out of the money,
3. Purchase of shares in oil and mining companies and refining companies (chemistry, metallurgy).
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