... introduction of new US tariffs on a range of Chinese goods at the beginning of the year, many regional exporters have faced a decline in orders. While the US and its partners discuss ways to ease trade disputes, uncertainty persists. Export-oriented economies in Asia (especially the high-tech sectors of Southeast Asia) are vulnerable to a possible intensification of the trade war in the second half of the year. Additionally, in Japan, domestic politics have taken the spotlight: ahead of elections ...

... consider diversifying into bonds, gold, or other assets. When the indicator is falling (below 80%), this may be a signal for long-term investments. Analysis of individual countries It is important to note that the indicator has its own norms for different economies. For example, for the US, the indicator is often above 100%, and for emerging markets it may be lower. Conclusion The Buffett indicator is a powerful tool for assessing the overall state of the market. Although it cannot accurately predict the ...

Sanctions have begun to be lifted: what should a Russian investor expect? In recent months, global politics has begun to demonstrate a desire to weaken the sanctions regime against Russia, and this provides new opportunities for domestic business and the economy. In this article, we will examine in detail which sectors will benefit the most, which companies should be considered for investment, and how the lifting of sanctions will affect the ruble exchange rate and the macroeconomy as a whole. Find...

The ruble ended 2024 with a historic weakening, exceeding the 100 per dollar mark. What caused the national currency to fall, what forecasts do experts give for 2025, and how will this affect the economy, business, and the lives of Russians? We analyze the key factors, current data, and strategies for investors. The Ruble Closed 2024 Above 100 to the Dollar: Reasons, Forecasts, and Implications By the end of 2024, the exchange rate of the ruble closed for the first time in history above the 100...

... opportunity to raise loan costs and prevent the consequences of negative rates. However, the central bank missed the moment or altogether ignored it. The leadership preferred to keep the interest rate at the previous level. Instead of stability, the economies of European states had to face a worsening situation. This impacted not only France but also Germany. As a result, the forecast was significantly downgraded. In the coming years, the situation is expected to deteriorate further, increasing the ...