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Ключевые события прошлой недели — в нашем дайджесте.

За чем следить на этой неделе

Россия: инфляция (за неделю).

Китай и еврозона:
индекс деловой активности (PMI за ноябрь).

США:
- индекс деловой активности (PMI за ноябрь);
- уровень безработицы (за ноябрь).

Мир: заседание ОПЕК+ 5 декабря.

Идеи

В акциях:
- Полюс (таргет на 12 мес. — 17 500 руб/акция);
- MD Medical (1 100 руб/акция).

В облигациях:
- фонд на флоатеры TPAY.

#дайджест



group-telegram.com/t_analytics_official/1556
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Ключевые события прошлой недели — в нашем дайджесте.

За чем следить на этой неделе

Россия: инфляция (за неделю).

Китай и еврозона:
индекс деловой активности (PMI за ноябрь).

США:
- индекс деловой активности (PMI за ноябрь);
- уровень безработицы (за ноябрь).

Мир: заседание ОПЕК+ 5 декабря.

Идеи

В акциях:
- Полюс (таргет на 12 мес. — 17 500 руб/акция);
- MD Medical (1 100 руб/акция).

В облигациях:
- фонд на флоатеры TPAY.

#дайджест

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Telegram has become more interventionist over time, and has steadily increased its efforts to shut down these accounts. But this has also meant that the company has also engaged with lawmakers more generally, although it maintains that it doesn’t do so willingly. For instance, in September 2021, Telegram reportedly blocked a chat bot in support of (Putin critic) Alexei Navalny during Russia’s most recent parliamentary elections. Pavel Durov was quoted at the time saying that the company was obliged to follow a “legitimate” law of the land. He added that as Apple and Google both follow the law, to violate it would give both platforms a reason to boot the messenger from its stores. The message was not authentic, with the real Zelenskiy soon denying the claim on his official Telegram channel, but the incident highlighted a major problem: disinformation quickly spreads unchecked on the encrypted app. So, uh, whenever I hear about Telegram, it’s always in relation to something bad. What gives? Artem Kliuchnikov and his family fled Ukraine just days before the Russian invasion. 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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