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7 June 2017
NTV

Ведущая: Куда предпочитают вкладывать свои деньги иностранные бизнесмены? Будет ли в России снижаться ставка по кредитам?  И почему сегодня облигации федерального займа - один из лучших вариантов для инвестиций? Наш специальный корреспондент Олеся Гарипова задала эти вопросы Председателю совета директоров ВТБ Капитал Управление активами Владимиру Потапову.

Корреспондент: Добрый день, Владимир.

Владимир Потапов, Председатель совета директоров ВТБ Капитал Управление активами: Добрый день. 

Корреспондент: В какие секторы экономики предпочитают вкладывать иностранные инвесторы?

Владимир Потапов: Абсолютно дифференцированный подход. Если посмотреть статистику, уже сейчас доля иностранных инвестиций, например, в сегменте государственных облигаций ОФЗ составляет более 30 процентов. Несколько лет назад это было бы удивительной цифрой. Инвестиции в Россию сейчас - это один из лучших выборов для международных инвесторов. Поэтому мы будем видеть рост объемов, как в сегменты акций, облигаций, так и частных прямых инвестиций.

Ведущая: Как, на Ваш взгляд, какие основные тенденции сейчас преобладают в российской экономике?
Владимир Потапов: Я думаю, продолжится тренд на снижение процентных ставок в России, что будет хорошим подспорьем для инвесторов облигаций на фоне снизившейся инфляции. Я думаю, что есть потенциал для дальнейшего снижения процентных ставок. В отношении Америки рынок закладывает повышение процентных ставок. Эта разница  динамики процентных ставок двух стран, так называемый кэрри-трейд, несет с собой возможность для инвесторов занимать в одной валюте дешево, а инвестировать в Россию по более высоким ставкам. Ровно это мы и видим, в силу притока иностранных инвестиций в Россию.

Корреспондент: А если говорить об облигациях федерального займа.  Совсем недавно банк ВТБ запустил продажу этих облигаций. Какие перспективы? Как вы можете это прокомментировать?

Владимир Потапов: Это хороший инструмент, чтобы начать свое знакомство с фондовым рынком. Он, с одной стороны, низкорисковый, с другой стороны, несет дополнительную доходность. Определенную долю этого инструмента я бы рекомендовал иметь в своем портфеле, как искушенному, так и не искушенному инвестору.

Корреспондент: В какие еще проекты, в какие области Вы бы посоветовали вкладывать деньги?

Владимир Потапов: В текущей среде наиболее интересным сегментом нам кажутся российские акции. И для, скажем так, более продвинутых инвесторов сейчас есть возможность диверсифицироваться в недвижимость через фонды, например, коммерческой недвижимости, в которых доходности составляют больше 10-ти процентов при довольно умеренном риске.

Корреспондент: На этом форуме практически все спикеры в один голос говорят о том, что сегодня нужно вкладывать инвестиции в инвестиционные проекты.  Как Вы можете это прокомментировать?

Владимир Потапов: Одно из направлений работы нашей компании - это венчурное инвестирование. Недавно мы с успехом закрыли первые фонды, запущенные еще до 2008 года.  Буквально недавно мы объявили о закрытии одной из самых успешных сделок в венчурной индустрии в России.
Корреспондент:  Расскажите подробнее.

Владимир Потапов: Мы продали компанию "Grid Dynamics" китайскому инвестору за сумму более 128 миллионов долларов, заработав для наших инвесторов порядка  15 раз на вложенные средства. Компания занимается построением высокотехнологичных масштабируемых решений, и мы продолжаем считать новые технологии, финтек перспективным направлением для инвестиций.

Корреспондент: Спасибо Вам большое за информативную и увлекательную беседу.

Владимир Потапов: Спасибо большое.

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