... the U.S. and China as well as other partners are ongoing, and European businesses are still accounting for the possibility of new barriers in the future. The eurozone economy stagnated in Q2 (~+0.1% q/q), and inflation decreased to ~3% (core ~3.5%). The ... ... points. Lower rates support domestic demand companies, while commodity exports benefit from high energy prices. Despite ongoing sanction risks, market uncertainty has decreased – a more accommodative central bank policy and a stable ruble create conditions ...

... electric cars could be comparable to the current volume of maritime oil shipments from Russia. Moreover, potential easing of sanctions could affect the structure of oil supplies to China. Electrification and gasification of transportation will restrain ... ... which could lead to reduced demand in passenger ground transportation. The share of electric vehicles and plug-in hybrids in new passenger car sales in China has grown from 5.7% in 2020 to 38% in 2023. According to the International Energy Agency's (IEA) ...

... Latin American countries. 3. Geopolitical Challenges Risks include trade restrictions, energy market instability, and heightened sanctions policies. These factors may lead to increased volatility in commodity and currency markets. Key Capital Management Strategies ... ... making investments more accessible. 2. Infrastructure Projects The transition to a green economy and urban modernization create new investment opportunities. Demand for sustainable projects remains high among international investors. 3. Regulatory Pressure ...

... manufacturing PMI rose to 49.3 (up from 48.2 in March), signaling a slower decline. In April, the reduction in production and new orders decelerated amid companies' efforts to build inventory. At the same time, there has been a slight outflow of personnel—companies ... ... the services sector and slight growth in industrial indicators as a signal of moderate optimism; however, high inflation and sanctions continue to impose restraining factors on risk positions. Conservative scenarios dominate the stock and bond markets: ...

... under pressure. Conversely, modest interventions or a pause could give the market a breather. The external backdrop remains crucial: an improvement in risk appetite in global markets could strengthen the ruble and other emerging market currencies, while new sanctions threats or a flight to safety could negatively impact it. Russian Stock Market: Outlook The Moscow Exchange Index is holding near local highs, demonstrating resilience due to high commodity prices and strong earnings reports from several companies....