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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
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#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. As such, the SC would like to remind investors to always exercise caution when evaluating investment opportunities, especially those promising unrealistically high returns with little or no risk. Investors should also never deposit money into someone’s personal bank account if instructed. 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. At this point, however, Durov had already been working on Telegram with his brother, and further planned a mobile-first social network with an explicit focus on anti-censorship. Later in April, he told TechCrunch that he had left Russia and had “no plans to go back,” saying that the nation was currently “incompatible with internet business at the moment.” He added later that he was looking for a country that matched his libertarian ideals to base his next startup. Given the pro-privacy stance of the platform, it’s taken as a given that it’ll be used for a number of reasons, not all of them good. And Telegram has been attached to a fair few scandals related to terrorism, sexual exploitation and crime. Back in 2015, Vox described Telegram as “ISIS’ app of choice,” saying that the platform’s real use is the ability to use channels to distribute material to large groups at once. Telegram has acted to remove public channels affiliated with terrorism, but Pavel Durov reiterated that he had no business snooping on private conversations.
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