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Сегодня выходил в эфир РБК и обсуждал текущую ситуацию по Китаю

Основные моменты обсуждения:
1. Ситуация с China Evergrande и сектором недвижимости Китая. Я объяснил почему это важно и Китай не растёт, пока не начнется решения проблем с этим сектором.
2. Про Alibaba и первое отделение от компании посредством IPO логистической компании Cainiao



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Сегодня выходил в эфир РБК и обсуждал текущую ситуацию по Китаю

Основные моменты обсуждения:
1. Ситуация с China Evergrande и сектором недвижимости Китая. Я объяснил почему это важно и Китай не растёт, пока не начнется решения проблем с этим сектором.
2. Про Alibaba и первое отделение от компании посредством IPO логистической компании Cainiao

BY Павел Шумилов - инвестиции, разборы компаний


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The next bit isn’t clear, but Durov reportedly claimed that his resignation, dated March 21st, was an April Fools’ prank. TechCrunch implies that it was a matter of principle, but it’s hard to be clear on the wheres, whos and whys. Similarly, on April 17th, the Moscow Times quoted Durov as saying that he quit the company after being pressured to reveal account details about Ukrainians protesting the then-president Viktor Yanukovych. Andrey, a Russian entrepreneur living in Brazil who, fearing retaliation, asked that NPR not use his last name, said Telegram has become one of the few places Russians can access independent news about the war. The SC urges the public to refer to the SC’s I nvestor Alert List before investing. The list contains details of unauthorised websites, investment products, companies and individuals. Members of the public who suspect that they have been approached by unauthorised firms or individuals offering schemes that promise unrealistic returns In February 2014, the Ukrainian people ousted pro-Russian president Viktor Yanukovych, prompting Russia to invade and annex the Crimean peninsula. By the start of April, Pavel Durov had given his notice, with TechCrunch saying at the time that the CEO had resisted pressure to suppress pages criticizing the Russian government. Apparently upbeat developments in Russia's discussions with Ukraine helped at least temporarily send investors back into risk assets. Russian President Vladimir Putin said during a meeting with his Belarusian counterpart Alexander Lukashenko that there were "certain positive developments" occurring in the talks with Ukraine, according to a transcript of their meeting. Putin added that discussions were happening "almost on a daily basis."
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