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USA - PPI Inflation July 2025
... to the Economy
Inflation Transmission to the Consumer Sector:
High production costs may be passed on to the end consumer.
Decreased Competitiveness:
Escalating product prices amid stable pricing from international competitors.
Margin Compression for Businesses:
Companies unable to pass on costs risk facing declining profitability.
Forecasts for the Coming Months
Base Scenario:
Gradual deceleration of PPI as raw material prices stabilize.
Pessimistic Scenario:
Continued PPI growth above 3% year-on-year ...
An expert has predicted that Russia's oil exports will grow by more than 10%.
... explained that most Russian refineries are part of vertically integrated companies that operate under cross-subsidization schemes. For instance, part of the revenue from oil exports has often been used to modernize refineries since the 2010s. From a business perspective, it would be beneficial for these companies to temporarily reduce processing volumes and redirect some crude oil to the external market, the expert added.
"This effect was observed in the first half of this year when companies ...
Citi Global Forecast: Investment Trends and Strategies for 2025
... Influencing Global Growth:
Inflation: A gradual decline in inflation is anticipated in developed countries due to the normalization of monetary policy.
Interest Rates: Central banks continue to maintain high rates to combat inflation, putting pressure on businesses and consumer spending.
Technological Development: Investments in digital transformation and innovation are accelerating recovery.
2. Sectors and Assets for Investment
Technology
The technology sector remains a key growth driver:
Investments ...
MTS Q3 2024 Financial Results and What They Mean for Investors
... net profit affects dividend payments and the overall financial performance of MTS.
Consolidated revenue (RUB 180.4 billion, up 15.3% year-on-year):
Significance and impact: The 15.3% increase in revenue demonstrates growth across all areas of MTS’s business, demonstrating the diversification of the company’s revenue and strengthening its position in the market. Revenue growth supports the company’s operational capabilities and allows MTS to invest in expansion.
OIBDA (RUB 61.5 billion, up 4....
Future of Russian IPOs and SPOs: Prospects and Plans for 2025
... investment programs, buybacks of minority stakes.
IPO Dom.RF: Significance for the Market
The planned
IPO of Dom.RF
has the potential to structurally expand the financial infrastructure sector on the exchange. For investors, the following are important:
Business Model and Margins:
sources of income, resilience to cycles, portfolio quality.
Dividends Policy:
targeted payouts and their link to profit under IFRS/RAS.
Corporate Governance:
independent directors, board committees, quality of disclosure.
Impact ...