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Alpha isn't just the first letter of the Greek alphabet. It's a mindset. It's seeing opportunity where others see chaos.
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🌍 Supplies of pipeline gas and LNG from Russia to China are surging, with record growth of one and a half times. In the first quarter of this year, agricultural exports increased to $3.5 billion, according to Forbes.
🇮🇳🇨🇳🇷🇺 Since 2022, the number of companies in Russia with founders from India has tripled, exceeding 1,000. However, despite trade between Russia and India ranking second after trade with China, these companies represent only 1.6% of all foreign-owned firms. In contrast, companies with Chinese participation account for 22% of the total. For more details, visit Vedomosti.
⚠️🇷🇺 In Russia, the dividend season has begun and will continue until July. This period marks the primary dividend payouts from Russian companies. Analysts predict it will be the lowest volume of dividends since 2023, attributed to economic stagnation, high interest rates, and declining corporate profits, according to Forbes.
💥🌕🇺🇸 U.S. gold miners are announcing record buybacks, reflecting strong confidence in their operations and the gold market. This trend indicates a strategic move to enhance shareholder value amid fluctuating economic conditions. For more details, visit MT в MAX.
🌎 According to Bank of America, a potential "global bottom" may have formed in the ratio of EM stocks/US stocks.

MT in MAX
💼 The Moscow Exchange announces its financial results for the first quarter of 2026. The net profit reached 17.2 billion rubles, compared to 13 billion rubles the previous year. For more details, see the report.
⚠️🇺🇸🇷🇺 The United States has imposed a tariff of 109.1% on palladium imported from Russia.
🇷🇺 In the first quarter of 2026, CIAN's revenue surged by 17.9% to 3.9 billion rubles, with core business revenue increasing by 19.3%. Additionally, net profit skyrocketed by 363.1% year-on-year. For more details, see the report.
🇷🇺 VK's adjusted EBITDA in the first quarter increased by 27%, reaching 6.4 billion rubles. For more details, check the report.
⚠️🇷🇺 The company "T-TECHNOLOGIES" has announced dividends for the first quarter of 2026, set at 4.6 RUB per share. The General Meeting of Shareholders (GOSHA) will take place on July 30, with the cutoff date for dividends on August 10.
🇷🇺 MTS Bank reported a net profit of 2.5 billion rubles for the first quarter, up from 972 million rubles in the same period last year, according to IFRS standards. For more details, visit the report.
🌟 In the first quarter of 2026, "T-Technologies" reported a 25% increase in net revenue to 197.5 billion rubles according to IFRS. The company has confirmed its forecast for operational profit growth of over 20% for 2026, alongside a dividend increase exceeding 20%. For more details, check the report.
❗️🇷🇺 Shareholders of OZON PHARMACEUTICAL have approved dividends for 2025, set at 0.27 RUB per share. The cut-off date for eligibility is June 3rd.
🛢 Oil prices could soar to $200 per barrel if the Strait of Hormuz is closed by the end of the year, according to Wood Mackenzie.
🚨🛢️ China is prepared to strengthen mutually beneficial cooperation with Russia in the energy sector, particularly regarding the Power of Siberia gas pipeline, according to the Chinese Ministry of Foreign Affairs, as reported by TASS.
🤖 JPMorgan CEO has announced that the bank will hire more AI specialists and fewer bankers, signaling a shift towards technology-driven operations. For more details, visit Bloomberg.
🚫🇷🇺 WUSH announces that dividends for 2025 will not be paid. The decision was made during the meeting held on June 24.
🚨 Germany's economic indicators show mixed results for May. The Composite PMI rose to 48.6 from 48.4, while the Manufacturing PMI decreased to 49.9, down from 51.4. The Services PMI also saw an increase, reaching 47.8 from 46.9. These figures reflect ongoing challenges in the economy as manufacturing contracts and services show signs of improvement.
⚠️🇮🇷 According to U.S. intelligence, Iran is rebuilding its military-industrial base faster than anticipated, as reported by CNN.
⚠️🇫🇷 Business activity in France is declining at the fastest rate since 2020, according to Bloomberg. The economic slowdown raises concerns about the recovery and overall stability in the Eurozone. As companies face increasing challenges, analysts are closely monitoring the situation for potential long-term impacts on the French economy. For more information, visit Bloomberg.
⚠️🇬🇧 EasyJet reports that consumers are holding back on purchasing airline tickets amid rising prices.