Subscribe to the channel: / @rbcinvest --------------------- ⚡️Where to watch "Markets", "Bonds. Main" and other RBC Investments programs? We are on VK: https://vk.com/rbc_investments 👉 Our Telegram bot https://t.me/QuestionsRBCbot is waiting for your questions. Write - we will discuss everything live on the RBC TV channel. What will we discuss today: 🆘 "Soon it will be dawn. There is no way out. LIFT the key and let's fly?" According to Rosstat, the consumer price index for the week from December 3 to 9 increased by 0.48% against 0.5% the week before. What will the Central Bank do now? 💪🏼 Broken, but did not fall: the Moscow Exchange index remained above 2500 points on December 11. The prices of most blue chips fell within 1.9%. Even LUKOIL and NOVATEK fell. What can you hope for in such a market? What assets can you hide in? And what is it better to get rid of at the end of the year? 🔥 The Ministry of Finance fulfilled its annual plan for OFZ placement in 2024 by 105.5%. As a result, it was possible to attract 4.3 trillion rubles. Moreover, 2 trillion rubles were borrowed in just two auctions of new-style floaters on December 4 and 11. Hosts: Maxim Orlovsky Denis Muravyov Guests: — Konstantin Gedymin, IR Director of HENDERSON — Yaroslav Lazarev, Managing Director of VTB My Investments -------------------- #RBC #investments #moscow exchange --------------------- Follow us on social networks: Telegram channel "You are an investor yourself": https://t.me/selfinvestor Telegram bot "RBKarp Dividends": https://web-telegram.ru/#/im?p=@Karpi... RBC Investments newsletters: https://investletter.rbc.ru/ VK: https://vk.com/rbc_investments 00:00 Another trillion in the budget and the weakening of the ruble 00:56 Inflation slowed down only mathematically. Analysts change their forecasts 02:36 The Central Bank's key rate - 23% or 25%? 03:55 Inflation remains manageable for now 05:30 Maxim Orlovsky's forecasts for the key rate 07:43 Papers that Maxim Orlovsky is buying right now 11:21 What's happening on the currency market 12:15 Should we expect the ruble to strengthen in 2025 12:43 How to protect yourself from inflation 14:30 Henderson's problems with external settlements are behind us 16:34 Henderson is not changing its plans. The company's development strategy 18:56 Have global manufacturers left... or not? 20:26 Who is Henderson targeting and how is it developing on international markets 24:58 The company's priorities 26:54 Will the company maintain its dividend policy 27:29 Is a buyback possible? 30:41 What events does the market take into account? 31:30 Blue chips: which shares to buy? 32:45 Surgutneftegas — common or preferred? 35:06 Is it worth buying metallurgists’ papers? 36:45 Which developers will go bankrupt? 38:23 How will banks feel in the new year? 39:20 Aeroflot published a report. The company’s prospects? 42:20 Polyus in the long term