... profits and stable dividends. The macroeconomic background has slightly improved: inflation in July slowed to about 8.8% (down from over 9% previously), supporting the bond market (the RGBI index surpassed 120 points, and yields on OFZ decreased). High oil prices and a pause in sanction rhetoric contributed to the ruble strengthening below 80 to the dollar. The Russian market enters a new week with relative confidence. What Investors Should Pay Attention To US-Russia Negotiations: The progress of preparations for the August ...

... administrative zones (SAZs) created in Kaliningrad and Vladivostok. Transfer to friendly countries: Some companies opt for jurisdictions in countries such as Kazakhstan, Armenia, and the UAE, which offer favorable business conditions and are not subject to sanctions pressure. Examples of Redomiciliation in the Russian Market Lukoil: The large Russian oil company redomiciled its foreign subsidiaries in 2022, bringing them under Russian jurisdiction to mitigate sanctions risks and maintain access to assets. Finam Investment Company: One of the leading investment companies transferred part of its business ...

... trade war at the last moment. The parties agreed to mutually lower tariffs and significantly increase the export of American energy resources to Europe. This news improved investor sentiment and heightened expectations for increased demand for U.S. oil in the near future. Geopolitical Risk and Sanctions: U.S. President Donald Trump intensified rhetoric towards Moscow, shortening the deadline for resolving the conflict in Ukraine to 10-12 days. This effectively sounded like a ultimatum threatening new sanctions against Russia and buyers of ...

... ALROSA to search for new markets, which may take considerable time and incur additional expenses. For investors, this signals an extended period of uncertainty regarding the company's financial performance. Commentary by Sergey Tereshkin, CEO of Open Oil Market: " The sharp decline in Russian diamond exports to India reflects the profound impact of sanctions on the Russian economy, particularly in specialized sectors such as diamond mining and export. In my view, this situation underscores the necessity for diversification and a pivot towards new markets for Russian companies, as even the largest ...

... Iran not only to increase but also to diversify its exports, redirecting some shipments to Japan, South Korea, Turkey, and Southern Europe, which were key consumers of Iranian oil before 2019. "This, in turn, would contribute to stabilizing the oil market and preventing price spikes, as seen in 2018 (after the introduction of the anti-Iranian embargo) and in 2022-2023 against the backdrop of sanctions on Russia and a series of conflicts in the Middle East," added Tereshkin. However, despite the embargo, Iran is already steadily increasing its oil production and exports, said the CEO of "Open Oil Market." In 2023, oil production ...