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After the Central Bank's decision to leave the rate unchanged, the Russian stock market grew. The Moscow Exchange index jumped by 10%. The most leveraged and oversold stocks grew the most. What should you bet on now? And which stocks should you choose? We sum up the year on the stock market and discuss what to do in 2025. BCS experts: - Kirill Chuiko, Director of Investment Analytics - Maxim Shein, Director of Wealthy Clients at BCS Management Company, moderator Watch the broadcast on VK: https://vk.cc/czZWCO How to fix YouTube: https://cutt.ly/1eGySqdz Useful links: BCS Strategy for 2025: https://cutt.ly/YeMxDF5s Open an account with BCS: https://cutt.ly/sebOwcvg Subscribe to our main channel: @BrokerRu Subscribe to BCS Express on Telegram: https://bit.ly/3HgnWdK BCS World of Investments Telegram channel: https://bit.ly/3SeJkX1 BCS FAQ: https://bit.ly/3OyHiiP Timecodes: 00:00 Coming soon let's get started 00:10 What's the broadcast about? 00:31 About the BCS strategy 01:30 About the real and nominal rates of the Central Bank 04:06 Which sectors of the economy are most sensitive to changes in the key rate? 07:57 How has the demand for goods and services changed? 11:25 How did foreign stock markets feel during the period of the key rate cut? 14:17 What assets should a portfolio consist of? 17:47 About the profitability of different asset classes 21:22 Short-term favorites 23:36 How has the market changed as a whole? 26:37 Is it possible to make money on the Russian stock market? 28:28 How to ensure high returns? 31:24 How can market changes affect current favorites? 35:17 About Tatneft and T-Technology 36:50 About last year's portfolio from the strategy 37:52 Why aren't companies from IT, energy, and healthcare among the favorites? 41:27 About Polyus 42:37 About NLMK 44:47 About gold 46:51 What will happen to the market if the Central Bank raises the rate in February? 48:15 About Sber, Lukoil, and Gazprom #bks #bkslive #investments #shares #russianshares #rate