... “low-price” platforms remains, but JD strengthens its position through service quality and fast delivery. Regulation: Predictability of requirements enhances trust in public technology companies. Risks to the JD Investment Case Price Competition: Potential margin compression in certain categories. Logistics and Subsidies: Increased promotional activity may temporarily raise commercial expenses. Macro: Slowdown in consumer activity in China could pressure GMV growth rates. Monitoring Benchmarks Share of high-margin revenue (commissions, advertising, technology) in overall JD revenue. Trends in logistics metrics: delivery speed, last-mile costs, warehouse utilization. Trends in active customers and order frequency,...

... introduced for low-income citizens to alleviate the impact of tariff increases. Regulators also noted that the pace of tariff growth will slow in the coming years (for example, around +9% in July 2026). For electricity investors, the rise in tariffs means potential revenue growth for energy supply and generating companies, although the state is carefully monitoring to ensure that tariff policy does not exacerbate overall inflation and hinder economic growth. Geopolitics and Energy Resource Trade: Restructuring Global Flows ...

... European Market Events Germany Industrial Production (September) — Published at 07:00 GMT Germany’s industrial production data provides insight into the strength of the country’s manufacturing sector, the backbone of Europe’s largest economy. Growth here signals robust industrial demand, supporting both the euro and European indices. A weaker result may weigh on German exports, especially in the automotive and machinery sectors, potentially affecting the DAX and other European markets sensitive to German manufacturing. Eurozone Investor Confidence Index (Sentix, November) — Published at 09:30 GMT The Sentix Investor Confidence Index measures investor sentiment across the Eurozone....

... lies in renewable energy and digital infrastructure projects that receive support from governments and international organizations. Equity Diversification Stocks of companies involved in sustainable technologies, IT, and pharmaceuticals maintain high growth potential. Simultaneously, stocks in defensive sectors, such as consumer staples, offer stability amid high market volatility. Gold and Commodity Assets Gold, traditionally viewed as a safe-haven asset, is once again coming to the forefront as a means ...

... projects that stimulate domestic demand, such as infrastructure, innovation, and sustainable development. This would help maintain growth and offset export declines. Supporting Local Production: Programs aimed at reducing reliance on foreign suppliers could ... ... trade tensions may impact the performance of European stocks and other assets. Investors should consider the following factors: Potential Volatility: Conflicts with the US and China may trigger fluctuations in stock markets. Export-focused companies face ...