🌕🇭🇰 Gold inflows into Hong Kong have reached a decade-high, driven by ongoing demand from China and the upcoming launch of a long-awaited gold clearing and settlement system. For more details, visit BBG.

🚫🇷🇺 German Klimenko, head of the Digital Economy Development Fund, stated that "there will be no reverse processes until the end of the special military operation," regarding the prospects of Telegram in Russia. His remarks come as a response to discussions about the potential lifting of restrictions on the platform. For more details, visit BFM.

🚨 The head of Sakha Republic (Yakutia) has warned that abandoning coal generation poses a threat to Russia's national security. The statement highlights the critical role of coal in the country's energy strategy amid ongoing discussions about energy transition and sustainability. The implications of such a shift could have significant consequences for energy stability and economic resilience in the region.

🚀 Sber Group has acquired an additional 7.9% stake in PAO "Element" for 5.4 billion rubles, according to a report by IF.

🚀 The CEO of StanChart has stated that Chinese and American AI models possess similar capabilities.

🚨🇺🇸 Important dates for SpaceX stocks:

August 4 - Earnings report for Q2 2026.

August 6 - End of the lock-up period post-IPO, raising concerns about a potential influx of 911 million shares.

🇦🇺 Rio Tinto has reported its highest profit in four years for the first half of the year. The mining giant's financial results highlight a strong performance amid fluctuating market conditions. For more details, visit Rio Tinto.

📈 Sberbank has raised its forecast for the net interest margin in 2026 to 6.2%, up from approximately 5.9%. The bank maintains its capital adequacy ratio forecast at over 13.3%. Additionally, it has kept its return on equity forecast for 2026 at 22%. However, Sberbank has lowered its forecast for corporate lending growth in 2026 to 8-10%, down from 10-12%, while retail lending growth remains unchanged at 5-8%.

⚠️🇷🇺 Sberbank has revised its forecast for Russia's GDP growth in 2026, lowering it to 0-0.5% from the previous estimate of 0.5-1%.

🇷🇺 OGKB reports that the net profit of OGK-2 under RAS for the first half of 2026 rose by 27.3%. For more details, visit the report.

🇷🇺 The consensus forecast from the IF indicates that "DOMRF" increased its net profit under IFRS by 24% in the second quarter, reaching 29.1 billion rubles. The report is set to be released on July 30.

⚠️🇷🇺 Sber has raised its inflation forecast for 2026 to 6.5-7%, up from the previous estimate of 6-6.5%.

⚠️🌎 MSCI Emerging Markets Index stocks have hit a low not seen in 3.5 months. This decline reflects ongoing concerns in emerging markets as investors grapple with various economic challenges. For more details, visit here.

💳 Sberbank predicts that businesses will continue to shift towards cash transactions in the third quarter.

⚠️🇩🇪 BMW is offering severance packages to employees as it plans to lay off 8,000 workers, according to BBG.

🇺🇸🇺🇦 President Volodymyr Zelensky anticipates visits to Kyiv by Whitcoff and Kushner within the next two weeks, according to AXIOS.

🇧🇷 Lula leads in public opinion polls in Brazil ahead of the elections, according to BBG.

🇷🇺 Sberbank has identified a liquidity shortage in the market and does not rule out that this situation may continue.

📉 Regulators in South Korea are holding an emergency meeting due to the sharp decline in the stock market. The KOSPI index is currently testing its 200-day moving average for the first time since May 2025.

🚫 The Russian government plans to extend the full ban on diesel fuel exports until the end of August, according to sources from RTRS.

🚫 Russia has been advised against investing in cryptocurrencies and digital assets associated with Telegram. Andrey Svintsov, Deputy Chairman of the State Duma Committee on Information Policy, stated that the company aids terrorists who target Russian citizens and infrastructure. Consequently, the Duma has recommended that Russians refrain from making financial investments in Telegram.