... examines key risks, the impact of consumer demand in China, examples of vulnerable companies, and possible trade conflict scenarios. Fundamental Analysis of Companies' Dependence on Chinese Consumption The Chinese market remains one of the key engines of growth for the global macroeconomy and consumer demand. With the world’s second-largest economy and a population exceeding 1.4 billion, China has long been the largest market for retail sales and smartphones. For instance, analysts have noted that for Apple Inc., ...

... Ahead lies a range of factors capable of setting further trend direction. Analysts agree that the recent pause was technical in nature: profit-taking after the rally allowed the market to cool, and such a breather typically precedes the next phase of growth. If the global economy sends positive signals—such as continued inflation slowdown and major central banks softening their tone—investors may actively return to risk assets, including cryptocurrencies. Industry events will also play a crucial role. The potential ...

... financial markets. Diminished Dollar Stability The growing debt burden could weaken investor confidence in the U.S. dollar as a global reserve currency. Concerns about the U.S.'s ability to manage its debt may drive investors toward alternative assets, potentially ... ... would add to debt-servicing costs and restrict borrowing for businesses and consumers. Budget Constraints and Slower Economic Growth A significant portion of the federal budget goes toward debt servicing, which limits available funds for critical areas ...

... pre-crisis levels). If Melco reports EBITDA margins comparable to pre-pandemic levels and positive free cash flow, this will be a strong argument in favor of further growth of the operator's shares. Mastercard (Finance/Payments): One of the two largest global payment systems will report strong results for Q2, reflecting continued growth trends in cashless payments. Consensus forecasts suggest a revenue boost of ~14% year-on-year, reaching ~$8 billion, and an increase in adjusted earnings per share by about 12%, up to $4.00 (compared to $3.58 a year ago). Key drivers include high ...

... rubles per share. Inarktica (AQUA): Closing of the register for dividend payment of 20 rubles per share. KuibyshevAzot (KAZTP) (preferred shares): Last day with a dividend of 7 rubles. Zscaler Inc (ZS): Report after US market close. Expected revenue growth - 21.9%, potentially impacting the global technology sector. China and Eurozone PMI Indices China and Eurozone PMI indices are key indicators reflecting the state of their manufacturing sectors. As China is the largest consumer of commodities, improvement in its PMI may indicate increased ...