Электронные торговые площадки отмечают рост инвестиционной активности в российской деревообрабатывающем секторе. По их оценкам, число проектов за год увеличилось более чем на 50%, наибольший объем средств пришелся на производство целлюлозы, бумаги и картона. Но участники рынка связывают активность только с реализацией ранее отложенных проектов и обновлением части оборудования. О наращивании производства и новом строительстве при текущей стоимости кредитов речи быть не может, уверены в отрасли.
Электронные торговые площадки отмечают рост инвестиционной активности в российской деревообрабатывающем секторе. По их оценкам, число проектов за год увеличилось более чем на 50%, наибольший объем средств пришелся на производство целлюлозы, бумаги и картона. Но участники рынка связывают активность только с реализацией ранее отложенных проектов и обновлением части оборудования. О наращивании производства и новом строительстве при текущей стоимости кредитов речи быть не может, уверены в отрасли.
"We're seeing really dramatic moves, and it's all really tied to Ukraine right now, and in a secondary way, in terms of interest rates," Octavio Marenzi, CEO of Opimas, told Yahoo Finance Live on Thursday. "This war in Ukraine is going to give the Fed the ammunition, the cover that it needs, to not raise interest rates too quickly. And I think Jay Powell is a very tepid sort of inflation fighter and he's not going to do as much as he needs to do to get that under control. And this seems like an excuse to kick the can further down the road still and not do too much too soon." That hurt tech stocks. For the past few weeks, the 10-year yield has traded between 1.72% and 2%, as traders moved into the bond for safety when Russia headlines were ugly—and out of it when headlines improved. Now, the yield is touching its pandemic-era high. If the yield breaks above that level, that could signal that it’s on a sustainable path higher. Higher long-dated bond yields make future profits less valuable—and many tech companies are valued on the basis of profits forecast for many years in the future. 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. The channel appears to be part of the broader information war that has developed following Russia's invasion of Ukraine. The Kremlin has paid Russian TikTok influencers to push propaganda, according to a Vice News investigation, while ProPublica found that fake Russian fact check videos had been viewed over a million times on Telegram. Sebi said data, emails and other documents are being retrieved from the seized devices and detailed investigation is in progress.
from tw
