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Overview of December 2020

Краткий обзор событий за Декабрь 2020
After the November rally, the growth of stock indices continued and in December, the S&P 500 index added another 3.7%, which provided an annual result of + 16.3%, and closed at an all-time high. The main reasons are the same as in November. After the presidential elections in the United States, uncertainty subsided, Biden, together with the Democrats, are planning increasingly large-scale monetary and fiscal measures to stimulate the economy, which, among other things, imply direct payments of $ 2,000 to Americans. A number of rich countries have already begun large-scale vaccination of the population, and although in the United States and especially in Europe, the epidemiological situation remains extremely tense and quarantine measures are only intensifying, investors see the light at the end of the tunnel and are betting on a rapid recovery of the global economy in 2021. China's economy grew at the same pace in the fourth quarter as it did before the coronavirus, making China likely the only major economy to see GDP growth in 2020. It should be noted that growth is mainly due to the same investments and infrastructure projects, which is indirectly indicated by the record world prices for iron ore and metal.

By historical standards, stock prices in major markets at the end of 2019 were definitely not cheap, and they already included significant investor optimism about a bright future. Who would have thought then that in the world over 2 million people would die due to a pandemic, lockdowns would provoke a deep global recession, but the markets would grow so vigorously! This year will definitely go down in the history of the stock markets for many reasons, including. due to the growing popularity of stock markets among retail investors. With millions of new private brokerage accounts opened in the US and elsewhere, a new generation of investors are now trading from mobile phone apps and seem willing to pay whatever price they want for their favorite growing companies. Of course, Tesla shares became the symbol of the era. Although in 2020 Tesla produced about 15 times fewer cars than Toyota, Tesla's capitalization is already 3 times more than Toyota. In fact, Tesla's capitalization of approximately $ 800 billion already exceeds the capitalization of the next ten largest automakers combined. Although the economies of Europe and the United States will probably need at least two years for GDP to rise to its level before the pandemic - the markets are already significantly higher and continue to grow. This can of course be justified by the record low interest rates. But nevertheless, in our opinion, if we call things by their proper names, then a bubble is inflating on the stock markets and the year is likely to be very volatile, although it is not a fact that the bubble will “burst” this year. As for Ukraine, thanks to the new loans, an aggravation of the budget crisis has been avoided so far. The Biden administration is also likely to be more Ukraine-friendly. At the same time, due to the decisive unwillingness of the Ukrainian authorities to follow their obligations to carry out reforms, we think that Ukraine will continue to walk on the edge in the foreseeable future, one step away from the budget crisis, and we will monitor this situation.

Funds under management

Funds under management

Argentum

PIC*

10.26 uah.

+0 %

NAV*

227 473 uah.

+0 %

Platinum

PIC*

428.15 uah.

+0 %

NAV*

9 301 599 uah.

-799.31 %

Aurum

PIC*

47.30 uah.

-1.52 %

NAV*

1 069 556 uah.

-1.52 %

Laurus

PIC*

4.90484 uah.

+0.04 %

NAV*

19 103 816 uah.

+0.04 %

Value of indices

PFTS index

507.03

+0 %

UX іndex

1 384.54

+0 %

General SCHA stock

29 702 443 uah.

PIC and NAV on 28 March 2024 **

*PIC - Price Invest certificates, stocks, pension unit.

*NAV - Net Asset Value

**PIC and the NAV calculated at the end of the previous working day

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