... and protect the ruble from external factors. Growth of Exports and Import Restrictions. The reduction in import volumes due to high interest rates decreases pressure on the domestic market. Russian exporters have, on the contrary, increased currency sales by 21% in October compared to September, which supports ruble stability and reduces inflationary pressure from currency fluctuations. Increased Consumer Confidence. Reduced short-term inflation expectations (1 year) have fallen to 2.6% from 2.7% ...

... Inflation Expectations: Accelerating wages may support higher core inflation. What Investors Should Monitor Inflation releases (CPI, core CPI) and wage dynamics. The Bank of Japan's rhetoric and changes in asset purchase programs. Industrial orders, retail sales, and export/import as high-frequency indicators. The yen's exchange rate and JGB yields across key maturities. Portfolio Takeaway The stronger-than-expected growth of Japan's GDP in Q2 2025 strengthens the case for selectively increasing the allocation ...

... borrowed funds in asset financing typically indicates that the company's performance is lacking. The higher the D/E ratio, the more financially stable the company is deemed to be. 4. The profit margin can be calculated by dividing net income by net sales. The time frame for evaluating this indicator is five years. It is a comprehensive metric— the longer and stronger the upward trend, the better the company's prospects and the higher the returns on invested capital. 5. The clarity of a company's ...

... organization has revised its dividend payout policy, enhancing its attractiveness to investors. Surgoil. The company's stock has significantly increased, and profits have risen concurrently. As a result, investors can expect decent dividends or profitable sales of shares within just a few months. Lockheed Martin. This defense sector company is one of the largest in the U.S., holding the majority of contracts for supplying military aircraft. The increase in the defense budget signed by the government has ...

The United States is launching a "golden" residence permit (RP) program for foreign investors. For $5 million, wealthy entrepreneurs will be able to obtain the right to live in the United States by investing in the country's economy. Donald Trump has allowed Russian businessmen to participate in this initiative. How will this program affect the market and investment opportunities? USA Introduces $5 Million "Golden" Residency by Investment: A New Opportunity for Investors The...