... may manifest indirectly: Reorientation of goods flows may create new opportunities for Russian producers. The rise in international market prices will increase demand for alternative supply sources from Russia and the CIS. Opportunity to strengthen trade ties with countries adversely affected by the new U.S. tariffs. Market Reactions Markets have reacted divergently: Decline in stock prices of companies closely tied to exports to the U.S. Strengthening of assets viewed as safe havens by investors (gold, bonds, safe-haven currencies). Increased volatility in stock markets and currency trading. How will Investment Strategies Change?...

... appears to be taking shape on the transatlantic front: the US and the European Union reached a compromise on tariffs (for instance, the tariff on European cars has been set at 15% instead of the previously planned 30%). Nevertheless, uncertainty in global trade persists, putting pressure on stocks in export-oriented sectors (automotive, electronics) and contributing to a slowdown in the global economy. Monetary Policy: Softening Fed and Bank of England's Stance Fed and Bank of England adopt a softer stance: Global monetary policy is beginning ...

... and adapt to new conditions. In this article, we will analyze current trends, their impact on the energy sector, and potential forecasts for the future. Energy Market News – Tuesday, July 29, 2025: Brent Around $70 Amid US-EU Deal, European Gas Stocks Increase, Fuel Export Ban in Russia At the beginning of the week, the global fuel and energy sector is showing signs of stabilization and cautious optimism. Brent crude prices have stabilized around $70 per barrel following a significant trade agreement between the US and the EU, while the European gas market is receiving support from accelerated injections into storage. Meanwhile, authorities and producers are taking steps to balance the markets: OPEC+ is increasing production, and Russia ...

... held until maturity, or one should opt for issues with "floating coupons"). Liquidity and Taxes. Corporate bonds are traded on the exchange, but liquidity may be low for smaller issues. Coupon taxation is the same—PIT of 13% (15%). Deductions ... ... corporate bonds with good ratings and coupons of 15–20%, diversifying investments across different issuers to reduce default risk. Stocks and Investment Funds Russian Stocks. Stocks ("risky assets") can generate income through price appreciation and ...

To achieve the targeted capitalization of the Russian stock market at 66% of GDP by 2030, it will be necessary to attract over 1.28 trillion rubles annually through IPOs. We analyze which sectors will become the drivers, which companies may go public, and what reforms are needed to boost the market. Doubling ...