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Ралли на долговом рынке — надолго? ОФЗ, валютные облигации, флоатеры, ВДО — прогнозы на 2025

Эксперты:
👩🏻‍🦱 Мария Радченко - АльфаБ.
🤓 Алексей Васильев - СолидБ.
🕸 Игорь Рапохин - СберС.

👩🏻‍🦱 00:15 Фундаментальных причин для продолжения ралли в облигациях уже окончилось. Падение ожидаемое.

👩🏻‍🦱 02:00 ОФЗ тарить поздно! Ждем охлаждения.
🤓 02:55 На часть портфеля можно "залететь".
🕸 03:30 Любые типы фиксов ОФЗ сейчас выглядят дорого.

PS: Как же Рапохин на Тома Холланда похож :)))



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Ралли на долговом рынке — надолго? ОФЗ, валютные облигации, флоатеры, ВДО — прогнозы на 2025

Эксперты:
👩🏻‍🦱 Мария Радченко - АльфаБ.
🤓 Алексей Васильев - СолидБ.
🕸 Игорь Рапохин - СберС.

👩🏻‍🦱 00:15 Фундаментальных причин для продолжения ралли в облигациях уже окончилось. Падение ожидаемое.

👩🏻‍🦱 02:00 ОФЗ тарить поздно! Ждем охлаждения.
🤓 02:55 На часть портфеля можно "залететь".
🕸 03:30 Любые типы фиксов ОФЗ сейчас выглядят дорого.

PS: Как же Рапохин на Тома Холланда похож :)))

BY InvestCommunity-INVESTINGvideo


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Telegram | DID YOU KNOW?

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In this regard, Sebi collaborated with the Telecom Regulatory Authority of India (TRAI) to reduce the vulnerability of the securities market to manipulation through misuse of mass communication medium like bulk SMS. But Telegram says people want to keep their chat history when they get a new phone, and they like having a data backup that will sync their chats across multiple devices. And that is why they let people choose whether they want their messages to be encrypted or not. When not turned on, though, chats are stored on Telegram's services, which are scattered throughout the world. But it has "disclosed 0 bytes of user data to third parties, including governments," Telegram states on its website. On Telegram’s website, it says that Pavel Durov “supports Telegram financially and ideologically while Nikolai (Duvov)’s input is technological.” Currently, the Telegram team is based in Dubai, having moved around from Berlin, London and Singapore after departing Russia. Meanwhile, the company which owns Telegram is registered in the British Virgin Islands. Pavel Durov, Telegram's CEO, is known as "the Russian Mark Zuckerberg," for co-founding VKontakte, which is Russian for "in touch," a Facebook imitator that became the country's most popular social networking site. Oh no. There’s a certain degree of myth-making around what exactly went on, so take everything that follows lightly. Telegram was originally launched as a side project by the Durov brothers, with Nikolai handling the coding and Pavel as CEO, while both were at VK.
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