... export of goods and resources. Russian investors may also consider short-term investments in major Chinese companies, anticipating that strong Singles' Day results will reflect positively on their stock prices. It is essential, however, to consider risks related to currency fluctuations and geopolitical factors that could affect trade with China. Singles' Day in China is more than just a shopping event—it’s a significant economic indicator that can impact stock and commodity markets worldwide. For Russian investors, this day presents a chance to assess demand trends in China and their influence on companies actively engaged with the Chinese market. Monitoring sales volumes ...

... Important: orders, certifications, and costs. H&R Block (HRB) — tax services. Key metrics: customer base, out-of-season unit economics, dividends/buybacks. Lumentum (LITE) — optics/semiconductors. We look at demand in telecom/smartphones and margin ... ... "OPEC report → EIA STEO → API" will provide a picture of the short-term balance. Volatility may occur in energy and related HY bonds. 3) Europe : UK and ZEW data for Germany will indicate how quickly business activity is recovering; this is important ...

... fall – these signals are moderating further price rallies. As a result of these cumulative factors, the oil market remains relatively balanced. Brent has settled in the $68-70 per barrel range: the recent growth momentum has been offset by expectations ... ... a reflection of market correction following the peaks of the 2022-2023 energy crisis. Investors are also monitoring external economic signals: negotiations between the U.S. and China over trade disputes continue, and it is expected that the U.S. Federal ...

... tariff truce would reduce risk for the global economy, which would also positively affect energy demand. Financial Markets and Economics: Data on the state of the global economy (inflation, interest rates, industrial growth) will influence commodity markets.... ... oil (~2% per year) and gas by the end of 2025. In summary, the fuel and energy complex is entering the second half of summer relatively steadily. Oil is holding at comfortable levels for producers without imposing critical pressure on consumers. Gas ...

... trade. What Opportunities Await Russian Companies? For Russian businesses, the operation of Mir cards in Iran represents not just a new method of conducting transactions but a secure and accessible payment solution for all participants in trade and economic relations, whether they are companies dealing with Iranian partners or tourism organizations. Mir cards will enable Russian citizens and companies to simplify financial operations in Iran, making business dealings in the region more transparent and predictable....