Nikolay Помещенко

24 янв 2023 24.01.2023

Почему ОФЗ с 2021-го выглядят всё хуже?

Сравниваем индексы государственных и корпоративных облигаций. С 2021 задаю себе вопрос: что случилось в январе 21-го, что офз становятся всё менее привлекательными. ответа у меня нет, только версии.

гос облигации оранжевым, корпоративные - синим.

Конечно, представить себе, что государство объявит дефолт по долгам, тогда как бизнесы продолжат обслуживать долги - это представить очень сложно. Даже я не могу :)

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