scholarly journals Investment strategy for 2021: market fluctuations in an uneven recovery

2021 ◽  
Vol 14 (1) ◽  
pp. 92-98
Author(s):  
A. A. Gafurov ◽  
E. I. Kulikova
Keyword(s):  
Financial Markets ◽  
Investment Strategy ◽  
Comparison Analysis ◽  
Economic Sectors ◽  
Significant Growth ◽  
The World ◽  
Analysis And Synthesis ◽  
Asset Classes

The purpose of this article is to study the prospects for investment in 2021, both in Russia and abroad. The task is to analyze the macroeconomic situation and financial markets in the world, as well as different sectors of economies with potentially attractive prospects for recovery and development. The methods used in the article are comparison, analysis and synthesis. As a result of the study, economic sectors, asset classes and issuers are identified that can demonstrate significant growth in 2021.

Poverty as a global problem of humankind

2021 ◽  
Vol 27 (12) ◽  
pp. 2785-2806
Author(s):  
Eka R. ERMAKOVA ◽  
Dar'ya V. VASHURKINA
Keyword(s):  
International Organizations ◽  
Poverty Line ◽  
Economic Problem ◽  
Standard Of Living ◽  
Comparison Analysis ◽  
Extreme Poverty ◽  
The World ◽  
Analysis And Synthesis ◽  
Estimate Method ◽  
Comprehensive Study

Subject. This article considers poverty as a global economic problem and explores its level in the countries of the world. Objectives. The article aims to conduct a comparative analysis of the level of poverty of the population in the countries of the world according to international and national criteria. Methods. For the study, we applied a comprehensive approach using comparison, analysis and synthesis, and the normalized estimate method. Results. A comprehensive study of poverty shows that the phenomenon of poverty is inherent in all economies of the world, and the situation of the poor is deteriorating and complicated by the spread of the COVID-19 pandemic. Conclusions. The activities of international organizations to overcome poverty bring good results – the percentage of the population in the countries of the world beyond the threshold of extreme poverty is decreasing. Overcoming the problem of hunger and extreme poverty, countries face a new challenge, namely, ensuring a decent standard of living and establishing adequate national criteria for the poverty line.

scholarly journals Considerations Regarding Financial Risk Management in Order to Maximize Earnings During the Coronavirus Pandemic

2020 ◽  
Vol 25 (1) ◽  
pp. 26-32
Author(s):  
Florin Ilie
Keyword(s):  
Risk Management ◽  
Financial Markets ◽  
Financial Risk ◽  
Large Scale ◽  
Topical Issue ◽  
Financial Risk Management ◽  
Great Uncertainty ◽  
Financial Investments ◽  
The World ◽  
Asset Classes

AbstractThis paper addresses a very topical issue, given by the world of financial investments and especially by the period of great uncertainty that we are going through. It is rightly said that it is the simplest and most enjoyable thing to be an investor when the market grow/hikes/rises. Differences between investors occur when feelings of fear and panic become widespread and flood the stock markets. Are we now in a period of sharp declines in the world’s financial markets or is it just a correction? Experimenting with new asset classes, identifying the huge opportunities that the market has to offer, the correct management of risks and possible earnings are some of the most important aspects in the context of getting the highest possible earnings. This paper focuses on risk management in order to maximize earnings during a large-scale crisis, such as the current global situation generated by coronavirus or how you can add value to the investor spirit in your portfolio.

scholarly journals METHODOLOGICAL APPROACH TO THE ELABORATION OF INDICATORS FOR QUANTIFYING THE COMPETITIVENESS OF GOODS

2020 ◽  
pp. 74-85
Keyword(s):  
Methodological Approach ◽  
Foreign Market ◽  
World Market ◽  
Economic Security ◽  
Economic Sectors ◽  
Theoretical Methods ◽  
Measurement Analysis ◽  
The World ◽  
Comparison Measurement ◽  
Analysis And Synthesis

The period of temporary economic isolation caused by the Covid-19 pandemic has affected the economies of all countries in the world. After quarantine and the gradual restoration of the activity of all economic sectors, competition in the world market will intensify. Countries will promote strategies for economic growth, improving economic security, increasing exports, and protecting domestic producers. Given the fact that resources are limited and exhaustible, it is necessary to correctly identify priority sectors when developing strategies. For this purpose, the competitiveness index can be used, since competitiveness is one of the main characteristics that allows anyone to determine its position on the market, and increasing competitiveness ensures victory in the competition. The novelty and purpose of the study is to develop two new integral indices, and to improve one symmetric index of comparative advantage developed earlier. Some of empirical and theoretical methods were used in this research: abstraction, the method of ascending from the abstract to the concrete, comparison, measurement, analysis and synthesis, economic and mathematical modelling. To identify priority sectors, the author used the developed indices to assess the competitiveness of goods, not only on the foreign market, but also on the domestic market. This study can serve economists as a tool for assessing the competitiveness of goods, identifying the strengths and weaknesses of the goods offered, in the context of developing measures to increase competitiveness, which will increase the profitability of entrepreneurship.

scholarly journals The Creation of the Convenient Investment Strategy in Forex

2019 ◽  
Vol 5 (1) ◽  
pp. 80
Author(s):  
Daniela Majerčáková ◽  
Michal Greguš
Keyword(s):  
Financial Markets ◽  
Financial Market ◽  
Foreign Exchange Market ◽  
Foreign Currency ◽  
Investment Strategy ◽  
Business Strategies ◽  
Exchange Market ◽  
Foreign Countries ◽  
The World ◽  
Unpredictable Environment

Forex that belongs into the biggest and the most widespread financial markets in the world has the daily turnover that is assessed to more than 5 trillion USD. This fact is at the same time a temptation for investors and attracts them to trade in this market. Only the small percentage from this daily turnover is made of the business of governments and companies, that purchade in foreign countries or need to exchange foreign currency for the domestic one. The majority consists of the speculative business. Speculative business is based on the expectations of a speculator on the future rise or fll of exchange rate, that he plans to earn money on. In this case, we are talking about the market with unpredictable environment. It is controlled by the crowd of people who create the most extensive financial market of the world by their mutual purchasing and selling foreign currencies. The aim of this paper is to create the convenient investment strategy on the basis of the analysis of foreign exchange market. We have used the description for the fulfillment of this aim and consequently we have focused on business strategies as the fundamental and technical analysis and its use in the real trading. We have described the development of trading in the chosen market and period by means of fictitious account on the platform Metatrader4. Consequently, we have analysed the influence of the particular factors on the results of investing in Forex

scholarly journals A. MASLOW’S CONCEPT OF VALUES AND OPPORTUNITIES OF ITS APPLICATION

2021 ◽  
pp. 97-106
Author(s):  
А.V. Bukurova ◽  
Keyword(s):  
Information Society ◽  
Human Values ◽  
Strong Impact ◽  
Philosophical Hermeneutics ◽  
Comparison Analysis ◽  
Practical Application ◽  
Cultural Life ◽  
The World ◽  
Analysis And Synthesis ◽  
Modern Information

In the modern information society a man is in the flow of a dynamic life. An avalanche of information falls on him, which has a strong impact on his consciousness. In this situation the question of human values becomes particularly relevant. The relevance of the values’ problem draws attention to the concepts that reveal new aspects in the determination, formation and functioning of values. Regarding it the A. Maslow’s concept of values, built by a researcher in the XX century on the basis of psychology, is of interest. The purpose of the research is to reveal the main provisions of the A. Maslow’s concept of values highlighting the moments of novelty in them, and to show its influence on the certain cultural phenomena, in particular astrology. The analysis of astrology is based on the material of works of D. Rudhyar, the famous philosopher and astrologer. Within the research such methods of humanitarian knowledge as the method of comparison, analysis and synthesis are used. It is need to separately note the method of philosophical hermeneutics, the main elements of which are understanding and interpretation of the text. The study of the A. Maslow’s concept of values and the possibilities of its application in culture allows us to outline the new ways of entering the applied axiology, which is closely related to the inner man. A new determinant of the genesis of values – psychological – is discovered. A. Maslow reveals that the basis of the formation of values is the person’s needs and abilities. It is on their basis the valuable and significant for a person is formed. An attempt is made to move the issue of developing values from a purely descriptive plane to a practical one, eliminating the gap between «what is» and «what should be». It is revealed the usefulness of applying the A. Maslow’s concept of values with the example of astrology, which is not exclusively descriptive but involves an active practical application of it by a person. Moreover, based on that, markers of human interests and his receptivity to various cultural phenomena, in particular, astrology, are identified. The revealed features give a new way of looking at the explanation of the reasons for modern people hobbies and addictions to different non-scientific ways of mastering the world, including astrology. The research seems to be significant for further investigation of the forms and methods of human mastering the world and his interests in various aspects of modern cultural life.

The world and Russia: Inflation is minimal, economic growth is slowing, risks are rising

2019 ◽  
pp. 5-23 ◽  
Author(s):  
Mikhail V. Ershov ◽  
Anna S. Tanasova
Keyword(s):  
Economic Growth ◽  
Financial Markets ◽  
World Economy ◽  
Domestic Demand ◽  
New Combination ◽  
Russian Economy ◽  
The World ◽  
World Economic ◽  
Money Creation ◽  
Main Factors

Russian economy has reached the low level of inflation, but economic growth has not accelerated. Moreover, according to official forecasts, in the following years it will still be low. The article concludes that domestic demand, which is one of the main factors of growth, is significantly constrained by monetary, budgetary and fiscal spheres. The situation in the Russian economy is still hampered by the decline of the world economic growth. The prospects of financial markets are highly uncertain. This increases the possibility of crisis in the world. Leading countries widely use non-traditional measures to support their economies in the similar environment. In the world economy as well as in Russia a principally new combination of factors has emerged, which create specific features of economic growth. It requires special set of measures to stimulate such growth. The article proves that Russian regulators have large unused potential to stimulate growth. It includes monetization, long-money creation, budget and tax stimuli. It is important that the instruments, which will be used, should be based on domestic mechanisms. This will strengthen financial basis of the economy and may encourage economic growth. Some specific suggestions as to their use are made.

Opportunities for improving the insider laws: A comparative analysis of the practice in the USA and Russia

2020 ◽  
Vol 26 (4) ◽  
pp. 796-814
Author(s):  
E.K. Ovakimyan
Keyword(s):  
Financial Markets ◽  
Insider Trading ◽  
Negative Impact ◽  
Business Environment ◽  
Market Manipulation ◽  
Insider Information ◽  
Analysis And Synthesis ◽  
The Usa ◽  
Legislative Perfection ◽  
Definition Of

Subject. The article examines the laws regulating insider trading. Objectives. The study outlines recommendations for refining Law On Countering the Illegal Use of Insider Information and Market Manipulation and Amendments to Some Legislative Acts of the Russian Federation, № 224-ФЗ of July 27, 2010. Methods. The methodological framework includes a general dialectical method, analysis and synthesis, induction and deductions, and some specific methods, such as comparative and formal logic analysis to specify the definition of insider information, structural logic and functional analysis to improve the mechanism for countering insider trading and market manipulation. Results. We discovered key drawbacks to be addressed so as to improve the business environment in Russia. Although the Russia laws mainly mirror the U.S. laws, they present a more extended list of terms concerning the insider information. I believe the legislative perfection should be continued. Conclusions and Relevance. The study helps apply the findings to outline a new legislative regulation or amend the existing ones, add a new mention on the course of financial markets to students’ books, develop new methods for detecting and countering and improving the existing ones. If all parties to insider relationships use the findings, they will prevent insider trading crimes in financial markets and (or) reduce the negative impact of such crimes on the parties.

New challenges to the economic security of Russia and the world and counteraction methods

2020 ◽  
Vol 16 (7) ◽  
pp. 1246-1263
Author(s):  
S.B. Zainullin ◽  
O.A. Zainullina
Keyword(s):  
Economic Development ◽  
Economic Crisis ◽  
Economic Security ◽  
Economic Policies ◽  
Economic Decline ◽  
Current Crisis ◽  
Initial Stage ◽  
The World ◽  
Analysis And Synthesis ◽  
Global Threat

Subject. The 2020 economic crisis has become a global threat to the economic security of States, corporations and households. The elimination of this threat to economic security is a key priority of the State. Objectives. The article is dedicated to factors of the current crisis, both individually and in aggregate, as well as forecasts of the economic development during the crisis. Methods. The study is based on the scientific knowledge as dialectic, a combination of historical and logical unity, structural analysis, traditional methods of economic analysis and synthesis. Results. We carried out the comparative analysis of crisis theories, forecasted the economic development of the IMF, the World Bank, the Audit Chamber, and considered analytical agencies in dynamics, taking into account adjustments when the crisis manifests itself. Counteraction methods are reviewed from theoretical and practical perspectives. The article also analyzed the international expertise in crisis management. Conclusions and Relevance. The economic crisis was found to be at its initial stage, with negative scenarios being more probable. Proposed and implemented, local measures can mitigate the economic decline, prevent massive bankruptcies and a social explosion. Meanwhile, measures to restructure the economic policy may contribute to overcoming the crisis. The findings can be used by federal government bodies to adjust economic policies, develop programs and strategies for the socio-economic development of regions, and economic security strategies for corporations.

Financialization

2018 ◽  
pp. 276-290
Author(s):  
Ravi Roy ◽  
Thomas D. Willett
Keyword(s):  
Financial Markets ◽  
Financial Services ◽  
Capital Mobility ◽  
Global Financial Crisis ◽  
Economic Globalization ◽  
The Past ◽  
The World ◽  
The Global Financial Crisis ◽  
National Economies ◽  
Global Financial System

The size and scope of financial sectors throughout the world have grown exponentially in tandem with the rise of globalization and increased capital mobility. The terms “economic globalization” and “financialization” are often discussed as inextricably related phenomena. Although the rapid increase in the number and variety of financial services and products during the past four decades has helped spur economic growth and create wealth on an unprecedented scale, the devastating fallout from the global financial crisis of 2008–2009, and the economic turbulence that followed, demonstrates how poorly managed financial sectors can simultaneously cause enormous pain. This chapter argues that if the opportunities created by economic globalization and financialization are to be maximized, while at the same tempering volatile financial markets, then the global financial system (and the national economies connected with it) must be fundamentally restructured. A number of ways that should be taken under consideration are discussed.

scholarly journals Can Economic Factors Improve Momentum Trading Strategies? The Case of Managed Futures during the COVID-19 Pandemic

Economies ◽  
2021 ◽  
Vol 9 (2) ◽  
pp. 86
Author(s):  
Renata Guobužaitė ◽  
Deimantė Teresienė
Keyword(s):  
Financial Markets ◽  
Risk Premium ◽  
Trading Strategies ◽  
Economic Factors ◽  
Momentum Strategies ◽  
New Approach ◽  
Managed Futures ◽  
Asset Classes ◽  
Momentum Trading ◽  
Insight Into

Systematic momentum trading is a prevalent risk premium strategy in different portfolios. This paper focuses on the performance of the managed futures strategy based on the momentum signal across different economic regimes, focusing on the COVID-19 pandemic period. COVID-19 had a solid but short-lived impact on financial markets, and therefore gives a unique insight into momentum strategies’ performance during such critical moments of market stress. We offer a new approach to implementing momentum strategies by adding macroeconomic variables to the model. We test a managed futures strategy’s performance with a well-diversified futures portfolio across different asset classes. The research concludes that constructing a portfolio based on academically/economically sound momentum signals with its allocation timing based on broader economic factors significantly improves managed futures strategies and adds significant diversification benefits to the investors’ portfolios.

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