... economy has shown growth. In 2024, Russia's GDP increased by 4%, making the country the largest economy in Europe and the fourth largest in the world, surpassing Germany and Japan. However, sanctions have led to: Reconstruction of logistics chains; Accelerated import substitution; Growth of domestic production; Abandonment of Western technologies in several key sectors. These changes have created both new challenges and new opportunities for Russian companies and investors. The U.S. May Replace ...

... dominate the market, offering high growth rates. Asset Classes: What to Expect in 2025? 1. Equities Growth is anticipated in the technology, healthcare, and consumer goods sectors. Emerging markets such as India are expected to yield better returns due to accelerated economic growth. 2. Bonds A steady demand for high-quality corporate bonds is expected. Conversely, government bonds may be less attractive due to low yields. The primary risks include inflation and geopolitical instability. 3. Commodities ...

... Establishment of Strategic Reserves Europe could bolster the establishment of strategic LNG reserves to reduce vulnerability to suppliers and avoid crisis situations. This would also stabilize prices during periods of high demand, such as the winter season. Accelerated Development of Alternative Energy Sources Confronted with instability in the gas market, European countries may increase investments in renewable energy development. This is a long-term solution that will help reduce dependence on external ...

... Currency Exchange Rate The Central Bank closely monitors the national currency exchange rate, as it affects imports, exports, and the overall economic balance of the country. A weakened national currency can lead to higher prices for imported goods, which accelerates inflation. In such instances, the Central Bank may raise rates to strengthen the currency, make it more attractive for investors, and stabilize prices. With a strong currency, the Central Bank may lower rates to support exports and domestic ...

... while this may help improve short-term performance, it could adversely impact their market positions in the long run. Restructuring and Transition to Electrification. To comply with environmental standards and maintain competitiveness, automakers may accelerate their transition to electric vehicles. This will require significant investments, but it may attract interest from "green" investors and funds. Is It Worth Investing? For investors, German automakers currently represent both a risky ...