Запись сегодняшнего эфира с моим участием на РБК с Владимиром Левченко.
Что обсуждали: — Начало разворота (продолжение роста) по китайским бумагам. Потенциал роста. — Про отношения между Китаем и США. Триггеры для будущего роста. — Какие компании имеют больший потенциал для роста.
Запись сегодняшнего эфира с моим участием на РБК с Владимиром Левченко.
Что обсуждали: — Начало разворота (продолжение роста) по китайским бумагам. Потенциал роста. — Про отношения между Китаем и США. Триггеры для будущего роста. — Какие компании имеют больший потенциал для роста.
BY Павел Шумилов - инвестиции, разборы компаний
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There was another possible development: Reuters also reported that Ukraine said that Belarus could soon join the invasion of Ukraine. However, the AFP, citing a Pentagon official, said the U.S. hasn’t yet seen evidence that Belarusian troops are in Ukraine. "This time we received the coordinates of enemy vehicles marked 'V' in Kyiv region," it added. 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. Two days after Russia invaded Ukraine, an account on the Telegram messaging platform posing as President Volodymyr Zelenskiy urged his armed forces to surrender. On December 23rd, 2020, Pavel Durov posted to his channel that the company would need to start generating revenue. In early 2021, he added that any advertising on the platform would not use user data for targeting, and that it would be focused on “large one-to-many channels.” He pledged that ads would be “non-intrusive” and that most users would simply not notice any change.
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