... index" trend, reinforcing the impact of "megacaps" on index dynamics. Valuations and Multiples Record capitalization is the result of a combination of profit growth and re-evaluation of future cash flows. To assess the sustainability of this trend, investors should monitor: EPS Dynamics: upgrades/downgrades of forecasts for key index components. FCF Yield vs. Bond Yields: the spread as an indicator of the risk premium. Sector P/E and EV/EBITDA: signs of overheating in specific niches (AI, semiconductors, SaaS). Who Benefits: Ideas for CIS Investors Long-term ...

... attention globally. Deere & Company (DE): An anticipated 39.4% drop in revenue could indicate challenges in the global agricultural sector, with potential downstream effects on U.S. and European machinery exports. BJ's Wholesale Club Holdings Inc (BJ): Forecasted 6.5% revenue growth highlights stability in the U.S. retail sector, which is important for consumer confidence and spending trends in Europe. VK: VK’s Q3 2024 financial results will provide insights into the IT sector’s performance in emerging markets, indirectly influencing global tech investment strategies. Russian Aquaculture (AQUA): An extraordinary general meeting ...

... Lyft. Uber's main competitor in the ride-sharing market will also provide quarterly reports, offering additional insights into trends in passenger transport industries. Reports from Russian Companies OGK-2. A major Russian energy generation company (part ... ... will be equipped with a broad spectrum of data—from central bank decisions to corporate results—enabling them to adjust forecasts and strategies across key markets.

... exporters—such as Australia, Indonesia, Russia, and South Africa—maintain stable supply volumes. In developed countries, the trend towards reducing coal generation continues: environmental regulations and tax policies make new coal projects less attractive.... ... combustion to avoid purchasing expensive gas. As a result, global coal consumption remains plateaued. According to the IEA's forecasts, as the energy transition accelerates and China gradually shifts towards gas and RES, global demand for coal will begin ...

... increase of around 0.7 million barrels per day in 2025 (for comparison, in 2023 it was over +2.5 million barrels per day). OPEC's forecast is also moderate, at about +1.3 million barrels per day. Reasons for this include a weakening global economy, the effect ... ... a relatively low level. Brent is confidently trading below last year's figures, and several analysts believe that if current trends persist, the average price of this grade may drop to the range of $50–55 per barrel in 2026. Gas Market: Europe Prepares ...