... stocks extends not only to foreign assets but also to Russian ones. For instance, the news that the U.S. intends to tighten sanctions on Iran and its oil triggered a surge in prices for Brent and WTI. Futures contracts have shown substantial growth. ... ... majority of contracts for supplying military aircraft. The increase in the defense budget signed by the government has positively impacted its stock prices. Boston Scientific. Another U.S. company, it specializes in the supply of medical equipment and materials....

... approximately 30% of large Chinese companies are considering switching to Huawei chips in the next two years. Increased technological independence of China. The success of Huawei confirms the ability of Chinese companies to create competitive technologies amid sanctions and trade restrictions. For example, the shipment volumes of Ascend 910B to Asia have increased by 25% in the last quarter. Impact on the AI Industry If the success of DeepSeek is widely adopted, it will change the dynamics of the AI technology market. The main consequences would include: Strengthened position for Huawei. The company will become one of the leading players ...

... 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 ... ... requirements for ESG reporting and financial transparency are on the rise. Investors are required to consider stricter norms, impacting asset selection. Investor Recommendations Goldman Sachs outlines several key recommendations: Maintain a balanced portfolio ...

... article, we analyze what credit overheating is, why companies continue to take out loans despite high costs, and how this can impact the economy. I will share my perspective on the current situation and explain why it is particularly important to approach ... ... Companies: Many enterprises rely on credit resources to maintain working capital and expand their businesses. In the context of sanctions and limited access to foreign financing, the Russian lending market remains one of the few pillars for companies. Inflationary ...

... year) in the first 11 months of 2024. The situation with fuel production is unlikely to improve in the coming months due to sanctions on the supply of equipment for oil refineries (NPZs). Therefore, the gasoline market will continue to face risks of ... ... wholesale and retail. Tereshkin believes that the mere separation of payments for different grades of gasoline will not have an impact. He argues that changes in the calculation of dampener subsidies will not significantly affect retail fuel prices. The ...