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В файлах - отдельные обзоры по секторам, правда, на испанском
🔥Не является индивидуальной инвестиционной рекомендацией
🖥 Технологии Apple, Amazon, Microsoft, Alphabet, Meta, Amadeus, Netflix Фонды: Franklin Technology, Janus Henderson Horizon Global Tech, Fidelity Global Technology
💾 Полупроводники ASML, TSMC, Nvidia, AMD и Broadcom Фонды: iShares MSCI GLB Semicndct A
🔒Кибербезопасность Palo Alto, Fortinet, Okta, CyberArk, Gen Digital и CrowdStrike Фонды: Allianz Cyber Security
💉Фарма Eli Lilly, Novo Nordisk и Intuitive Surgical Фонды: Bellevue Medtech & Service
🏢Недвижимость Vonovia, Colonial, Merlin, AEDAS, Welltower, Prologis и Digital Realty Trust Фонды: Janus Henderson Horizon Global Property Equities и JH Horizon Paneuropean Property Equities
🏗 Инфраструктура Vinci, Sacyr, Cellnex, ACS и Ferrovial Фонды: M&G Global Listed Infrastructure и Franklin Clearbridge Infrastructure Value Fund
⚡️Энергетика Iberdrola, E.On, Redeia, Enel и Constellation Energy Фонды: Nordea Climate and Environmental и BGF Sustainable Energy
🏦 Банки JP Morgan, Morgan Stanley, BoA, Caixabank, Intesa и Unicredit, Axa, Allianz, Mapfre Фонды: Ishares S&P 500 Financials
В файлах - отдельные обзоры по секторам, правда, на испанском
🔥Не является индивидуальной инвестиционной рекомендацией
#инвестиции #европа
BY Деньги. Инвестиции. Налоги
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Pavel Durov, a billionaire who embraces an all-black wardrobe and is often compared to the character Neo from "the Matrix," funds Telegram through his personal wealth and debt financing. And despite being one of the world's most popular tech companies, Telegram reportedly has only about 30 employees who defer to Durov for most major decisions about the platform. The original Telegram channel has expanded into a web of accounts for different locations, including specific pages made for individual Russian cities. There's also an English-language website, which states it is owned by the people who run the Telegram channels. The company maintains that it cannot act against individual or group chats, which are “private amongst their participants,” but it will respond to requests in relation to sticker sets, channels and bots which are publicly available. During the invasion of Ukraine, Pavel Durov has wrestled with this issue a lot more prominently than he has before. Channels like Donbass Insider and Bellum Acta, as reported by Foreign Policy, started pumping out pro-Russian propaganda as the invasion began. So much so that the Ukrainian National Security and Defense Council issued a statement labeling which accounts are Russian-backed. Ukrainian officials, in potential violation of the Geneva Convention, have shared imagery of dead and captured Russian soldiers on the platform. He adds: "Telegram has become my primary news source." The account, "War on Fakes," was created on February 24, the same day Russian President Vladimir Putin announced a "special military operation" and troops began invading Ukraine. The page is rife with disinformation, according to The Atlantic Council's Digital Forensic Research Lab, which studies digital extremism and published a report examining the channel.
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