{"id":74357,"date":"2025-03-18T00:21:43","date_gmt":"2025-03-17T23:21:43","guid":{"rendered":"https:\/\/www.infokuryr.cz\/n\/?p=74357"},"modified":"2025-03-17T13:10:04","modified_gmt":"2025-03-17T12:10:04","slug":"s-mirem-na-dohled-se-do-ruska-hrnou-zapadni-investori","status":"publish","type":"post","link":"https:\/\/www.infokuryr.cz\/n\/2025\/03\/18\/s-mirem-na-dohled-se-do-ruska-hrnou-zapadni-investori\/","title":{"rendered":"S m\u00edrem na dohled se do Ruska hrnou z\u00e1padn\u00ed investo\u0159i"},"content":{"rendered":"<div id=\"fb-root\"><\/div>\n<h3 class=\"s-tagline fw-tagline\"><span>Investo\u0159i a spole\u010dnosti o\u010dek\u00e1vaj\u00ed n\u00e1vrat Ruska na glob\u00e1ln\u00ed trhy<\/span><\/h3>\n<p><span>Pot\u00e9, co Zelenskyj souhlasil s 30denn\u00edm p\u0159\u00edm\u011b\u0159\u00edm a Putin o\u010dek\u00e1val, \u017ee bude v \u00fater\u00fd jednat s Trumpem, investo\u0159i \u00fadajn\u011b sko\u010d\u00ed zp\u011bt do rusk\u00fdch aktiv, ale ne v\u0161ichni jsou p\u0159ipraveni Putinovi v\u011b\u0159it.<\/span><\/p>\n<p><span>Financial\u00a0<\/span><a href=\"https:\/\/www.ft.com\/content\/21a7fc36-8244-4806-aecd-fb268344d80c\"><span>Times<\/span><\/a><span>\u00a0poukazuj\u00ed na to, \u017ee rubl zaznamenal silnou rally v nad\u011bji na kone\u010dnou m\u00edrovou dohodu a pen\u00edze s\u00e1z\u00ed na to, \u017ee sankce budou brzy tak\u00e9 zru\u0161eny. Ji\u017e d\u0159\u00edve tento m\u011bs\u00edc\u00a0<\/span><a href=\"https:\/\/www.economist.com\/finance-and-economics\/2025\/03\/09\/investors-think-the-russia-ukraine-war-will-end-soon\"><span>The Economist<\/span><\/a><span>\u00a0poukazoval na obnoven\u00fd z\u00e1jem o rusk\u00e9 trhy jako na \u201ezlov\u011bstn\u00fd i slibn\u00fd\u201c.<\/span><\/p>\n<p><span>Senior kolega a makroekonomick\u00fd strat\u00e9g z Ma\u010farsk\u00e9ho institutu zahrani\u010dn\u00edch v\u011bc\u00ed Philip Pilkington\u00a0<\/span><a href=\"https:\/\/x.com\/philippilk\/status\/1901528011150590245\"><span>vystoupil v X,<\/span><\/a><span>\u00a0aby zd\u016fraznil \u010dl\u00e1nek a trend nov\u00fdch investic v Rusku: \u201eHedgeov\u00e9 fondy se sna\u017e\u00ed koupit podhodnocen\u00e1 rusk\u00e1 aktiva. V\u0161echny chytr\u00e9 pen\u00edze jsou na m\u00edru a renormalizaci vztah\u016f. Jen eurochud\u00e1ci v\u011b\u0159\u00ed opaku \u2013 a proto jsou chud\u00ed.\u201c<\/span><\/p>\n<p><span>Jak p\u00ed\u0161e FT, investo\u0159i s\u00e1zej\u00ed na rusk\u00e9 dluhopisy a rubl, p\u0159i\u010dem\u017e mnoho hedgeov\u00fdch fond\u016f strategicky \u0159e\u0161\u00ed, jak t\u011b\u017eit z potenci\u00e1ln\u00edho posunu k m\u00edru a ukon\u010den\u00ed americk\u00fdch sankc\u00ed.<\/span><\/p>\n<p><span>V d\u016fsledku toho rubl letos posko\u010dil o t\u0159etinu v\u016f\u010di dolaru.<\/span><\/p>\n<p><span>Realita je v\u0161ak takov\u00e1, \u017ee mnoho z\u00e1padn\u00edch zem\u00ed a spole\u010dnost\u00ed po celou dobu konfliktu nikdy nep\u0159estalo obchodovat s Ruskem. Ve skute\u010dnosti existuje cel\u00e1 webov\u00e1 str\u00e1nka\u00a0<\/span><a href=\"https:\/\/leave-russia.org\/staying-companies\"><span>v\u011bnovan\u00e1 stovk\u00e1m nadn\u00e1rodn\u00edch korporac\u00ed, kter\u00e9<\/span><\/a><span>\u00a0st\u00e1le p\u016fsob\u00ed v Rusku.<\/span><\/p>\n<p><span>Minul\u00fd rok Remix News tak\u00e9 informoval o prudk\u00e9m n\u00e1r\u016fstu dovozu\u00a0<\/span><a href=\"https:\/\/rmx.news\/article\/so-much-for-sanctions-russia-surpasses-us-for-gas-exports-to-eu\/\"><span>ropy a plynu<\/span><\/a><span>\u00a0z Ruska do Evropy, co\u017e v\u0161e pomohlo podpo\u0159it ruskou v\u00e1le\u010dnou ekonomiku.<\/span><\/p>\n<p><span>Zat\u00edmco evrop\u0161t\u00ed l\u00edd\u0159i volaj\u00ed po zv\u00fd\u0161en\u00ed v\u00fddaj\u016f na obranu, aby se v budoucnu postavili Rusku, u\u017e se tak\u00e9 \u0161ept\u00e1 o tom, \u017ee N\u011bmecko restartuje plynovod Nord Stream 2, aby zajistilo pro evropskou ekonomiku levn\u00fd plyn. Mnoho obchodn\u00edch l\u00eddr\u016f v N\u011bmecku a dal\u0161\u00edch evropsk\u00fdch ekonomik\u00e1ch je tak\u00e9 p\u0159ipraveno sko\u010dit zp\u011bt na rusk\u00e9 trhy, pokud v\u00e1lka skon\u010d\u00ed.<\/span><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-71983\" src=\"http:\/\/www.infokuryr.cz\/n\/wp-content\/uploads\/2025\/02\/aaa.jpg\" alt=\"\" width=\"89\" height=\"23\" \/><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Investo\u0159i a spole\u010dnosti o\u010dek\u00e1vaj\u00ed n\u00e1vrat Ruska na glob\u00e1ln\u00ed trhy Pot\u00e9, co Zelenskyj souhlasil s 30denn\u00edm&#8230;<\/p>\n","protected":false},"author":2,"featured_media":73148,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[7],"tags":[5378,565,22,365],"_links":{"self":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/74357"}],"collection":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/comments?post=74357"}],"version-history":[{"count":0,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/74357\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media\/73148"}],"wp:attachment":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media?parent=74357"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/categories?post=74357"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/tags?post=74357"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}