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Will Russia be able to carry out import substitution of electronics by 2030?

Link Copy 2022-12-12 08:25:20

Prediction

If we are talking about the purchase of obsolete equipment, then yes. If we are talking about the production of semiconductors with 0, then no.

Reason

Lack of specialists. There is a critical dependence of the design and production processes on foreign technologies, including software, and materials (in particular, high-purity chemistry and silicon). Low investment attractiveness of the industry. Lack of production capacity.

If we are talking about the purchase of obsolete equipment, then yes. If we are talking about the production of semiconductors with 0, then no.

3.19 trillion rubles will be enough only to buy obsolete equipment. ASML spent $6 billion a year to become an industry leader. But she had specialists, there were no sanctions and there was no urgent need. In the current situation, the amount needs to be tripled.

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Comments 0

Does it even make sense to trust rating agencies?

Link Copy 2022-06-11 13:52:55

Prediction

No. Agencies do not cope with the basic task - they cannot objectively assess the creditworthiness of the borrower.

Reason

The company that is evaluated pays for the valuation. There is no transparent methodology for calculating the rating that can be verified. Rating agencies are not responsible for the ratings given. Geopolitical interests influence the ratings of agencies.

No. Agencies do not cope with the basic task - they cannot objectively assess the creditworthiness of the borrower.

Usually, rating agencies seriously overestimate ratings for the country they come from.

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What should countries involved in the forestry business do after the EU ban on the sale of products related to deforestation?

Link Copy 2023-05-15 11:00:01

Prediction

Refocus on other activities and cut costs

Reason

The state should partially cover the costs of companies while the reorientation is underway. It should have anticipated this situation

Refocus on other activities and cut costs

The state should partially cover the costs of companies while the reorientation is underway. It should have foreseen this situation

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What is the U.S. strategy?

Link Copy 2023-03-02 06:27:37

Prediction

Extend its monopoly on solving its political and economic problems at the expense of the rest of the world for another 20-30 years

Reason

On October 12, 2022, the United States adopted and unveiled a new national security strategy, which defines the main priorities and goals of US foreign policy and military construction. Opponents in the new defense strategy are called Russia and China.

Extend its monopoly on solving its political and economic problems at the expense of the rest of the world for another 20-30 years

In the current US military strategy, Russia is declared the main culprit for the loss of world domination and privileged military-economic position in the world, the main obstacle to the preservation of world dominance and the main adversary, and China is a competitor in the long term.

References

Accuracy 40

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