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📺Доброе утро, друзья! С утра ходил на прямой эфир в РБК, разговаривали про Китай.
Обсудили: — Вышедшую сегодня статистику по Китаю и реакцию рынков — Поговорили про третий Пленум — Какие комодитиз могут выиграть от реформ Китая — Кто больше вырос и упал из китайских акций, краткосрочные идеи
📺Доброе утро, друзья! С утра ходил на прямой эфир в РБК, разговаривали про Китай.
Обсудили: — Вышедшую сегодня статистику по Китаю и реакцию рынков — Поговорили про третий Пленум — Какие комодитиз могут выиграть от реформ Китая — Кто больше вырос и упал из китайских акций, краткосрочные идеи
BY Павел Шумилов - инвестиции, разборы компаний
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Stocks dropped on Friday afternoon, as gains made earlier in the day on hopes for diplomatic progress between Russia and Ukraine turned to losses. Technology stocks were hit particularly hard by higher bond yields. "Like the bombing of the maternity ward in Mariupol," he said, "Even before it hits the news, you see the videos on the Telegram channels." The picture was mixed overseas. Hong Kong’s Hang Seng Index fell 1.6%, under pressure from U.S. regulatory scrutiny on New York-listed Chinese companies. Stocks were more buoyant in Europe, where Frankfurt’s DAX surged 1.4%. "Markets were cheering this economic recovery and return to strong economic growth, but the cheers will turn to tears if the inflation outbreak pushes businesses and consumers to the brink of recession," he added. The channel appears to be part of the broader information war that has developed following Russia's invasion of Ukraine. The Kremlin has paid Russian TikTok influencers to push propaganda, according to a Vice News investigation, while ProPublica found that fake Russian fact check videos had been viewed over a million times on Telegram.
from cn