... / Japan: The publication of financial results by companies for Q2 is concluding in the Japanese market. Only a few releases from enterprises remain, which no longer significantly influence the overall investment environment. The primary focus is on macro conditions: inflation data and the Bank of Japan's policy course. These directly impact the yen's exchange rate, and through it, the dynamics of both export-oriented sectors and the banking sector in Japan. MOEX / Russia: In Russia, the publication of interim results for the ...

... reducing dependence on a single source of dynamics. Inflation and the Bank of Japan's Policy Interest Rate Policy: Strong GDP data increases the likelihood of more decisive steps towards policy normalization. Price Transmission: Accelerating activity could ... ... issues may occur with a reassessment of rate expectations. Credit Market: Corporate spreads remain resilient amid an improving macro environment. Cost of Funding: Gradual interest rate increases may moderately raise the cost of capital for businesses. For ...

The economic calendar for Friday, August 15, 2025, promises to be eventful and is capable of setting the tone for global markets ahead of the weekend. From early morning, investors will receive key macro data from Asia – preliminary GDP figures for Japan in the second quarter and industrial production statistics from China for July. This data will help assess the resilience of Japan's economic recovery and the dynamics of China's industrial sector, ...

... applications but also the "shovels and pickaxes" necessary for the AI gold rush—from chips and cloud services to advanced data storage systems. Beijing and Shanghai Launch Giant Funds for Tech Startups Event: The largest cities in China are enhancing ... ... restoring confidence in the market. However, financing volumes remain limited on a global scale, and further stabilization of macro conditions and an influx of international capital are required to reach a fundamentally new level.

... supported by structural growth in digitalization, but export volatility persists. Investors should focus on selection: prioritize companies with strong cash flow, capital discipline, and export diversification. Debt Market and Cost of Capital Yields: weak macro data support appetite for quality bonds. Credit Spreads: resilience in quasi-sovereign papers, selectivity in the corporate segment. Financing: cost of capital remains moderate, but banks are increasing risk premiums for sensitive sectors. Commodities ...