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Unexpected Value
#БанковскийСектор ⬆️ В апреле сохранился высокий темп роста кредитования ▪️ Корпоративные кредиты продолжили расти высокими темпами (+1,9% в апреле после 1,8% в марте), около трети прироста пришлось на застройщиков. Помимо этого, значительный объем кредитов…
Кредитование в апреле снова выросло (да, опять)

Соберем здесь все наши наблюдения за кредитованием и почему оно сопротивляется высоким ставкам:

1. Лонгрид о том, как изменилась структура кредитного портфеля
https://www.group-telegram.com/pl/unexpectedvalue.com/226
https://www.group-telegram.com/pl/unexpectedvalue.com/227
https://www.group-telegram.com/pl/unexpectedvalue.com/228
https://www.group-telegram.com/pl/unexpectedvalue.com/229
https://www.group-telegram.com/pl/unexpectedvalue.com/230
https://www.group-telegram.com/pl/unexpectedvalue.com/231

2. Как, вероятно, влияет коммуникация ЦБ
https://www.group-telegram.com/pl/unexpectedvalue.com/261
https://www.group-telegram.com/pl/unexpectedvalue.com/271

3. О невозможности роста ВВП без расширения долга и роли Минфина (который как раз отменил аукцион ОФЗ)
https://www.group-telegram.com/pl/unexpectedvalue.com/267

К счастью, в мае рост месяц к месяцу точно будет ниже)

@unexpectedvalue



group-telegram.com/unexpectedvalue/281
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Кредитование в апреле снова выросло (да, опять)

Соберем здесь все наши наблюдения за кредитованием и почему оно сопротивляется высоким ставкам:

1. Лонгрид о том, как изменилась структура кредитного портфеля
https://www.group-telegram.com/pl/unexpectedvalue.com/226
https://www.group-telegram.com/pl/unexpectedvalue.com/227
https://www.group-telegram.com/pl/unexpectedvalue.com/228
https://www.group-telegram.com/pl/unexpectedvalue.com/229
https://www.group-telegram.com/pl/unexpectedvalue.com/230
https://www.group-telegram.com/pl/unexpectedvalue.com/231

2. Как, вероятно, влияет коммуникация ЦБ
https://www.group-telegram.com/pl/unexpectedvalue.com/261
https://www.group-telegram.com/pl/unexpectedvalue.com/271

3. О невозможности роста ВВП без расширения долга и роли Минфина (который как раз отменил аукцион ОФЗ)
https://www.group-telegram.com/pl/unexpectedvalue.com/267

К счастью, в мае рост месяц к месяцу точно будет ниже)

@unexpectedvalue

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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. Sebi said data, emails and other documents are being retrieved from the seized devices and detailed investigation is in progress. One thing that Telegram now offers to all users is the ability to “disappear” messages or set remote deletion deadlines. That enables users to have much more control over how long people can access what you’re sending them. Given that Russian law enforcement officials are reportedly (via Insider) stopping people in the street and demanding to read their text messages, this could be vital to protect individuals from reprisals. At the start of 2018, the company attempted to launch an Initial Coin Offering (ICO) which would enable it to enable payments (and earn the cash that comes from doing so). The initial signals were promising, especially given Telegram’s user base is already fairly crypto-savvy. It raised an initial tranche of cash – worth more than a billion dollars – to help develop the coin before opening sales to the public. Unfortunately, third-party sales of coins bought in those initial fundraising rounds raised the ire of the SEC, which brought the hammer down on the whole operation. In 2020, officials ordered Telegram to pay a fine of $18.5 million and hand back much of the cash that it had raised. 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.
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