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Павел Шумилов - инвестиции, разборы компаний | Telegram Webview: ShumilovPavel/3909 -
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📺 Доброе утро, друзья! С утра ходил на прямой эфир в РБК, разговаривали про Китай.

Обсудили:
— Вышедшую сегодня статистику по Китаю и реакцию рынков
— Поговорили про третий Пленум
— Какие комодитиз могут выиграть от реформ Китая
— Кто больше вырос и упал из китайских акций, краткосрочные идеи



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📺 Доброе утро, друзья! С утра ходил на прямой эфир в РБК, разговаривали про Китай.

Обсудили:
— Вышедшую сегодня статистику по Китаю и реакцию рынков
— Поговорили про третий Пленум
— Какие комодитиз могут выиграть от реформ Китая
— Кто больше вырос и упал из китайских акций, краткосрочные идеи

BY Павел Шумилов - инвестиции, разборы компаний


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"He has kind of an old-school cyber-libertarian world view where technology is there to set you free," Maréchal said. "This time we received the coordinates of enemy vehicles marked 'V' in Kyiv region," it added. Markets continued to grapple with the economic and corporate earnings implications relating to the Russia-Ukraine conflict. “We have a ton of uncertainty right now,” said Stephanie Link, chief investment strategist and portfolio manager at Hightower Advisors. “We’re dealing with a war, we’re dealing with inflation. We don’t know what it means to earnings.” Ukrainian forces have since put up a strong resistance to the Russian troops amid the war that has left hundreds of Ukrainian civilians, including children, dead, according to the United Nations. Ukrainian and international officials have accused Russia of targeting civilian populations with shelling and bombardments. The last couple days have exemplified that uncertainty. On Thursday, news emerged that talks in Turkey between the Russia and Ukraine yielded no positive result. But on Friday, Reuters reported that Russian President Vladimir Putin said there had been some “positive shifts” in talks between the two sides.
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