Default threat in Russia: how businesses use debts for takeover https://ymaho.com/default-threat-in-russia-how-businesses-use-debts-for-takeover
A quarter of the Russian bond market is under threat of default. Learn how majority shareholders deliberately drive businesses to restructuring to seize control. Analysis of schemes and forecast.
Default in Africa due to the war in Iran and global markets https://ymaho.com/default-in-africa-due-to-the-war-in-iran-and-global-markets
How the default of Senegal, Mozambique, and Malawi affects raw material prices and investment security for everyone. Learn about the connection between global crises.
Samolett shares: no dividends, default risk 2027 https://ymaho.com/samolett-shares-no-dividends-default-risk-2027
Samolett's Board of Directors did not recommend dividends for 2025. Analyzing the debt crisis, negative cash flow, and forecast for SMLT shares. Read.
Argentina and the IMF: $15 billion debt swap program — a palliative https://ymaho.com/argentina-and-the-imf-15-billion-debt-swap-program-a-palliative
Argentina avoided default, but the new $15 billion deal with the IMF is only a temporary solution. Analysis of risks, blue rate, and forecast until September 2026. Read more.
Sustainable Energy in Ukraine: Record Profit in War https://ymaho.com/sustainable-energy-in-ukraine-record-profit-in-war
How Ukraine's state energy company achieved record profit and exited default during war. Learn the adaptation mechanisms.
EM currency rates strengthened: a trap for investors before US CPI https://ymaho.com/em-currency-rates-strengthened-a-trap-for-investors-before-us-cpi
Strengthening of emerging market currencies masks capital flight and impending default. We analyze real risks ahead of US inflation data. Find out who will win and who will lose.
Russian banks increased cash loan issuance by 35%: risk analysis https://ymaho.com/russian-banks-increased-cash-loan-issuance-by-35-risk-analysis
35% growth in cash loan issuance — a harbinger of defaults. Delinquency reached a record, rejections exceeded 80%. Read market analysis and forecasts.
US mortgage crisis intensifies: 12% defaults on commercial real estate https://ymaho.com/us-mortgage-crisis-intensifies-12-defaults-on-commercial-real-estate
Real risks are 4 times higher than official ones. How banks hide losses and who will benefit from the commercial real estate crisis. Read analysis and forecast.
Record inflow into Russian bonds: hidden crisis https://ymaho.com/record-inflow-into-russian-bonds-hidden-crisis
Scheme breakdown: how management companies mask defaults with bond fund growth. Learn the real risks for retail investors and a 90-day forecast.