The return of sanctions to the Russian market, one and a half trillion of lost assets and a 27-year-old unicorn

A break in the news about sanctions provided record foreign investment in Russian securities in January. But today this break is over

A break in the discussion of US sanctions creates miracles with the Russian market: in January 2019, foreign investors set a record for investments in Russian securities. But the respite will be short -lived: the United States and Europe are close to the coordination of sanctions for the incident in the Kerch Strait, and in Washington today the first hearings of the new composition of the congress on further measures against Russia were to be held. The best illustration of the effect of news about sanctions on your wallet is today's jumps in the ruble to the dollar.

• Foreign investors in early 2019 returned to the Russian market. Non -residents in a month increased investments in OFZ by 55 billion rubles, to 550 billion (record since January 2018), and Russian shares - by 37.8 billion rubles (record for at least five years). This is stated in the review of the Central Bank for January.
• The influx of non -resident money helped the Russian stock and foreign exchange markets end January with excellent indicators. The Mosbirzhi index for a month increased by 6.4% and updated the historical maximum. The dollar index of MSCI Russia grew by 13.2% and returned to the level of April last year. The ruble for January strengthened the dollar by 5.8%.
• The interest of investors was awakened by the lack of progress with new American sanctions, the expected mitigation of the Fed’s policy, advancement in the negotiations of the USA and China about the truce in the trade war, as well as the restoration of oil quotes, analysts say .
• The direct dependence of the Russian market on the news about sanctions is visible on the example of today's foreign exchange trading. Today, at 18:00 Moscow time, the Congress Finance Committee should have been held the first after the intermediate elections of 2018 (providing the majority in the lower house Democrats) Hearing about sanctions against Russia. In the memorandum, the hearings admitted that already imposed restrictions did not fulfill their tasks. But in the morning in Moscow, the Committee announced the transfer of hearings for an indefinite period - and the ruble began to grow on this news, Reuters notes. During daytime trading, he added 30 kopecks to the dollar.
• In the evening, the Russian currency made a return jump. About 20:00 Moscow time FTsaid that the United States and Europe are close to the coordination of the long -promised sanctions against Russia for the seizure of Ukrainian ships in the Kerch Strait; Sanctions can be imposed on two months. Most likely, there will be no new global restrictions: as FT writes, we are talking about sanctions against specific persons and companies responsible for capture. But this did not prevent the ruble from returning to the fall and only lose 40 kopecks to the dollar in just an hour. Cottles are perfectly visible on the graph of trading in the day:

What am I to me?

Today's news and auction is another illustration that sanctions news (or their absence) remain the main driver of the Russian market in 2019. In the coming months, these news will become more.

MONEY

One and a half trillion as was not

The Central Bank will be able to return no more than 20% of 2 trillion of bad assets of the collapsed private banks, transferred to Reuters transferred to the balance of Bank in 2018 in 2018. The preliminary estimates of the regulator were much more optimistic - the deputy chairman of the Central Bank Vasily Pozdyshev said that he was counting on a return of 40-60%. The worst of all were Binbank assets and a bank growth - in their case, 20% is even a “very good result”, Reuters sources, familiar with the numbers of the Central Bank.

Third in e -sports

In the “Practice” section, we sometimes write about e -sports, and if you suddenly had questions “Why?” (For example, the question: why did Alisher Usmanov invest in this industry $ 100 million back in 2015?) - that’s the answer. The Russian audience of e -sports events in 2018 grew to 22 million people and became the third largest in the world after China and the USA, the Newzoo specialized analytical company calculated. The company estimated the world e -sports audience at 394.6 million - this means that Russia occupies more than 5% of the world market. However, with monetization with such numbers, everything is not perfect yet - in money, the market is estimated at only $ 865.1 million. By 2022, this indicator should double, reaching $ 1.789 billion.

Clients of Dr. Kurpatov

The new idea of ​​Herman Gref and his “digital” deputy Leo Hasis: Sberbank creates a neuronac laboratory and human behavior to form an “emotional connection” with clients. Heavy artillery was attracted to the project: Dr. Andrei Kurpatov, a former leading psychological talk show on Channel One, will become the supervisor of the laboratory, and now the president of the Higher School of Methodology. In a press release from Sberbank, Kurpatov is also called "the creator of systemic behavioral psychotherapy and thinking methodology."

Banses

The sovereign Runet passed the first reading

This happened: despite the criticism of the developers of the State Program “Digital Economy” and the Expert Council under the government, today the State Duma approved in the first reading a bill on a sovereign Runet. About what the law will threaten users, we wrote here . The project provides for the possibility of isolation of the Russian segment of the Internet and its autonomous work in the event of disconnecting from the World Network Infrastructure, gives the state the right to block communication through any channel, especially cross -border, and expands the possibility of point blocking. The deputies were not even embarrassed by the unexpectedly formed costs of 20 billion rubles for the implementation of the law. However, in order to evaluate the level of discussion in the Duma, it is enough to read a short selection of questions that the deputies asked at Medusa.

PRACTICE

From military to the manufacturer of sausages

Vadim Dymov built a real brand on his last name - a whole generation has already grown on his Dymovsky sausages and sausages. His bookstores “Republic” were no less significant product, in which you can not only buy literature, but also drink coffee, watch a movie and listen to a lecture. In addition, the businessman managed to show off in the restaurant business, accustoming the Old Russian Suzdal to the national cuisine. Read more about the first steps of the former military in business, life mission, communication with factory movers, relations with the state and the biggest mistakes - in the material of Inc.

Unicorn at 27

Among the founders of women, women are quite rare. Of the 239 startups around the world, which cost at least $ 1 billion, only 23 founders - women, follows from PitchBook data. One of them is the Singapore Reigned Clothing Retail, which attracted $ 226 million from Sequoia Capital and Temasek Holdings in the last round of financing and was estimated at $ 970 million. Its founder-27-year-old Ankiti Bowz-is trying smartphones. So far, she succeeds well - by March 2018, the annual revenue of the company increased 12 times, and from April to January, four times. More details - in the article Bloomberg (paid in English).

Peter Mironenko