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Аналитика Т-Инвестиций | Telegram Webview: t_analytics_official/1557 -
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Ключевые события прошлой недели — в нашем дайджесте.

За чем следить на этой неделе

Россия: инфляция (за неделю).

Китай и еврозона:
индекс деловой активности (PMI за ноябрь).

США:
- индекс деловой активности (PMI за ноябрь);
- уровень безработицы (за ноябрь).

Мир: заседание ОПЕК+ 5 декабря.

Идеи

В акциях:
- Полюс (таргет на 12 мес. — 17 500 руб/акция);
- MD Medical (1 100 руб/акция).

В облигациях:
- фонд на флоатеры TPAY.

#дайджест



group-telegram.com/t_analytics_official/1557
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Ключевые события прошлой недели — в нашем дайджесте.

За чем следить на этой неделе

Россия: инфляция (за неделю).

Китай и еврозона:
индекс деловой активности (PMI за ноябрь).

США:
- индекс деловой активности (PMI за ноябрь);
- уровень безработицы (за ноябрь).

Мир: заседание ОПЕК+ 5 декабря.

Идеи

В акциях:
- Полюс (таргет на 12 мес. — 17 500 руб/акция);
- MD Medical (1 100 руб/акция).

В облигациях:
- фонд на флоатеры TPAY.

#дайджест

BY Аналитика Т-Инвестиций






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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. The fake Zelenskiy account reached 20,000 followers on Telegram before it was shut down, a remedial action that experts say is all too rare. Groups are also not fully encrypted, end-to-end. This includes private groups. Private groups cannot be seen by other Telegram users, but Telegram itself can see the groups and all of the communications that you have in them. All of the same risks and warnings about channels can be applied to groups. Channels are not fully encrypted, end-to-end. All communications on a Telegram channel can be seen by anyone on the channel and are also visible to Telegram. Telegram may be asked by a government to hand over the communications from a channel. Telegram has a history of standing up to Russian government requests for data, but how comfortable you are relying on that history to predict future behavior is up to you. Because Telegram has this data, it may also be stolen by hackers or leaked by an internal employee. 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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