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📺 Запись моего утреннего эфира на РБК про текущую ситуацию в Китае

➡️ https://tv.rbc.ru/archive/rynki/663b11be2ae5963e26fd7e13

С Константином Бочкаревым сегодня обсудил:
▪️Значение поездки Си Цзиньпина в Европу для рынка: Францию и отдельно Сербию и Венгрию
▪️Следующая неделя будет богата на отчеты китайских компаний: Alibaba, JD-com, Tencent, Baidu
▪️А также обсудили Li Auto
▪️И под конец обсудили на чем мы росли прошлые 2 недели и продолжится ли рост.



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📺 Запись моего утреннего эфира на РБК про текущую ситуацию в Китае

➡️ https://tv.rbc.ru/archive/rynki/663b11be2ae5963e26fd7e13

С Константином Бочкаревым сегодня обсудил:
▪️Значение поездки Си Цзиньпина в Европу для рынка: Францию и отдельно Сербию и Венгрию
▪️Следующая неделя будет богата на отчеты китайских компаний: Alibaba, JD-com, Tencent, Baidu
▪️А также обсудили Li Auto
▪️И под конец обсудили на чем мы росли прошлые 2 недели и продолжится ли рост.

BY Павел Шумилов - инвестиции, разборы компаний




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Telegram | DID YOU KNOW?

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So, uh, whenever I hear about Telegram, it’s always in relation to something bad. What gives? He said that since his platform does not have the capacity to check all channels, it may restrict some in Russia and Ukraine "for the duration of the conflict," but then reversed course hours later after many users complained that Telegram was an important source of information. 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. 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. Overall, extreme levels of fear in the market seems to have morphed into something more resembling concern. For example, the Cboe Volatility Index fell from its 2022 peak of 36, which it hit Monday, to around 30 on Friday, a sign of easing tensions. Meanwhile, while the price of WTI crude oil slipped from Sunday’s multiyear high $130 of barrel to $109 a pop. Markets have been expecting heavy restrictions on Russian oil, some of which the U.S. has already imposed, and that would reduce the global supply and bring about even more burdensome inflation.
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Telegram Павел Шумилов - инвестиции, разборы компаний
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