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Сегодня выходил в эфир РБК и обсуждал текущую ситуацию по Китаю

Основные моменты обсуждения:
1. Ситуация с China Evergrande и сектором недвижимости Китая. Я объяснил почему это важно и Китай не растёт, пока не начнется решения проблем с этим сектором.
2. Про Alibaba и первое отделение от компании посредством IPO логистической компании Cainiao



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Сегодня выходил в эфир РБК и обсуждал текущую ситуацию по Китаю

Основные моменты обсуждения:
1. Ситуация с China Evergrande и сектором недвижимости Китая. Я объяснил почему это важно и Китай не растёт, пока не начнется решения проблем с этим сектором.
2. Про Alibaba и первое отделение от компании посредством IPO логистической компании Cainiao

BY Павел Шумилов - инвестиции, разборы компаний


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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. Perpetrators of these scams will create a public group on Telegram to promote these investment packages that are usually accompanied by fake testimonies and sometimes advertised as being Shariah-compliant. Interested investors will be asked to directly message the representatives to begin investing in the various investment packages offered. Telegram, which does little policing of its content, has also became a hub for Russian propaganda and misinformation. Many pro-Kremlin channels have become popular, alongside accounts of journalists and other independent observers. On February 27th, Durov posted that Channels were becoming a source of unverified information and that the company lacks the ability to check on their veracity. He urged users to be mistrustful of the things shared on Channels, and initially threatened to block the feature in the countries involved for the length of the war, saying that he didn’t want Telegram to be used to aggravate conflict or incite ethnic hatred. He did, however, walk back this plan when it became clear that they had also become a vital communications tool for Ukrainian officials and citizens to help coordinate their resistance and evacuations. He floated the idea of restricting the use of Telegram in Ukraine and Russia, a suggestion that was met with fierce opposition from users. Shortly after, Durov backed off the idea.
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