NEWS / INVESTMENT EVENT Significant budget expenditures have caused economic growth, but also fueled inflation, which is much higher than the Central Bank's target. A reduction in budget spending is unlikely, so inflationary pressure will...
Recent changes Since our last the report dated 02.10.2023 the company's shares in gold fell by 16.0%. This could bring up to 40.7% per annum to those who shared our opinion with us. The fall in gold stocks will continue. Our goals for them...
Greed/fear index The main economic event on Tuesday was the publication of preliminary data on the volume of construction of new homes in the United States for February. The forecast assumed that it would grow from 1,331 thousand in...
NEWS / INVESTMENT EVENT Rostelecom demonstrates consistently high financial performance and regularly pays dividends. At the same time, the company has reached such a scale of business that further growth of the company by 10-20% per year...
Greed/fear index The main economic event on Monday was the almost complete absence of any news. However, markets are rising 90% of the time in the absence of serious news ahead of the Fed's two-day policy meeting, which begins today. Thus,...
Recent changes Since our last the report dated 09/13/2023 the company's shares in gold fell by 21.6%. This could bring up to 53.7% per annum to those who shared our opinion with us. The fall in gold stocks will continue. Our goals for them...
Greed/fear index The main economic event on Friday was the publication of data on the NY Empire manufacturing activity index. It was expected to decrease from -2.4 to -7.6 points. Here's what we wrote about it in the last review: "The...
NEWS / INVESTMENT EVENT "Chinese steel mills are studying measures to reduce production" Lower prices for copper processing are pushing Chinese factories to take organized actions to reduce production in order to support prices. The likely...
Greed/fear index The main economic event on Thursday was the publication of the basic producer price index (PPI) and the regular producer price index in the United States for February. The growth of the base index was expected to slow down...
NEWS / INVESTMENT EVENT "API Head: the level of oil reserves in the United States is lower than in 1983" Historically low oil reserves in the United States, coupled with geopolitical tensions in major oil-producing regions such as Russia...
Greed/fear index The main economic event on Wednesday was the publication of data on crude oil reserves by the Energy Information Agency (EIA). Here's what we wrote about it in the last review: "The data deviated significantly from...
NEWS / INVESTMENT EVENT "The EU may ban LNG supplies from Russia by 2027" Low natural gas prices and the US interest in supplying its own gas to the European market have a negative impact on Novatek's supplies to the European market....
Recent changes Since our last the report dated 08/23/2023 the company's shares in gold fell by 14.3%. This could bring up to 30.1% per annum to those who shared our opinion with us. The decline in the company's revenue in 2023 accelerated...
Greed/fear index The main economic event on Tuesday was the publication of the basic consumer price index (CPI) and the regular consumer price index in the United States for February. The growth of the base index was expected to decrease...
NEWS / INVESTMENT EVENT "The presidential election and the formation of a subsequent course introduce uncertainty in the market." The difficult historical period that the Russian Federation is going through carries risks of methods and...
Greed/fear index The main economic event on Monday was a complete lack of news. Markets are waiting for key data on the consumer price index for February, which is due to be released on Tuesday, which is likely to affect the Fed's forecast...
NEWS / INVESTMENT EVENT "In 2023, the supply of rental housing in Russia has significantly decreased: the number of active ads amounted to 44 thousand on 01.01.2024, which is 1.5-2 times lower than the level of the previous three years."...
Recent changes Since our last the report dated 08/21/2023 the company's shares in gold fell by only 8.4%. This could bring up to 16.4% per annum to those who shared our opinion with us. And this is not surprising, it is the only company in...
Greed/fear index The main economic event on Friday was the publication of data on the change in the number of people employed in the US non-agricultural sector for February. It was expected that the number of people employed in the...
NEWS/INVESTMENT EVENT The extension of the preferential mortgage allows developers to maintain a positive attitude in sales plans and launch new projects. The preferential mortgage rate concentrates demand in the primary housing sector,...