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📈 Рынок акций вырастет на 30% в 2025 году?

В УК «Альфа-Капитал» уверены, что на то есть две причины. Первая — прохождение пика по ключевой ставке (возможно, мы увидели его на прошедшем заседании ЦБ 20 декабря).

Но какой ещё есть повод для роста? Объясняет портфельный управляющий Дмитрий Скрябин в рубрике 👇🏼
#АльфаКапиталОбъясняет


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📈 Рынок акций вырастет на 30% в 2025 году?

В УК «Альфа-Капитал» уверены, что на то есть две причины. Первая — прохождение пика по ключевой ставке (возможно, мы увидели его на прошедшем заседании ЦБ 20 декабря).

Но какой ещё есть повод для роста? Объясняет портфельный управляющий Дмитрий Скрябин в рубрике 👇🏼
#АльфаКапиталОбъясняет


@selfinvestor

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Markets continued to grapple with the economic and corporate earnings implications relating to the Russia-Ukraine conflict. “We have a ton of uncertainty right now,” said Stephanie Link, chief investment strategist and portfolio manager at Hightower Advisors. “We’re dealing with a war, we’re dealing with inflation. We don’t know what it means to earnings.” "Someone posing as a Ukrainian citizen just joins the chat and starts spreading misinformation, or gathers data, like the location of shelters," Tsekhanovska said, noting how false messages have urged Ukrainians to turn off their phones at a specific time of night, citing cybersafety. Apparently upbeat developments in Russia's discussions with Ukraine helped at least temporarily send investors back into risk assets. Russian President Vladimir Putin said during a meeting with his Belarusian counterpart Alexander Lukashenko that there were "certain positive developments" occurring in the talks with Ukraine, according to a transcript of their meeting. Putin added that discussions were happening "almost on a daily basis." For Oleksandra Tsekhanovska, head of the Hybrid Warfare Analytical Group at the Kyiv-based Ukraine Crisis Media Center, the effects are both near- and far-reaching. The regulator said it has been undertaking several campaigns to educate the investors to be vigilant while taking investment decisions based on stock tips.
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