Explosive growth in number of Russian investors - participants on the Moscow stock exchange:
2013 - 1 million
2018 - 2 million
Last year - 3.5 million
Now - 6 million
moex.com/n29976/?nt=106
2013 - 1 million
2018 - 2 million
Last year - 3.5 million
Now - 6 million
moex.com/n29976/?nt=106
Now (Jan 2021) - 9.5 million moex.com/s719
Growing by 0.5M a month.
Russian economy beginning to enter intensive financialization period.
Get in there. Yandex, Ozon, mail ru (VK) still hugely undervalued, less risky/exotic than cryptos.
Growing by 0.5M a month.
Russian economy beginning to enter intensive financialization period.
Get in there. Yandex, Ozon, mail ru (VK) still hugely undervalued, less risky/exotic than cryptos.
Russian GDP (nominal) is 10% of USA, likely to expand relative to it & Internet penetration is now near universal.
Yandex: $24B, Google: $1,400B (70x smaller)
60% of RU search market, doubles as RU Uber (Yandex Taxi), expanding into cloud, video, e-commerce, self-driving cars.
Yandex: $24B, Google: $1,400B (70x smaller)
60% of RU search market, doubles as RU Uber (Yandex Taxi), expanding into cloud, video, e-commerce, self-driving cars.
mail ru (owns VK, Russia's biggest social network): $6B, Facebook $800B (125x smaller)
Ozon (biggest listed retailer): $13B (+60% since IPO in Dec), Amazon $1,700B (125x smaller)
TCS Group (*world's* largest digital bank): $10B
Qiwi payments processor, going to blockchain: $600M
Ozon (biggest listed retailer): $13B (+60% since IPO in Dec), Amazon $1,700B (125x smaller)
TCS Group (*world's* largest digital bank): $10B
Qiwi payments processor, going to blockchain: $600M
#prediction: Massive #FOMO into Russian "Big Tech" in next few years (unlike Europe, Russia has its own, significantly self-contained IT ecosystem), replicating what happened in the US during 2010s. Yandex worth $250B+ by 2030. OOM-tier increase across this sector.
• • •
Missing some Tweet in this thread? You can try to
force a refresh
