To an outside observer, the potential fall of the ayatollah regime in Iran looks like an ideological fracture. For the capital manager, it is primarily an infrastructural and geopolitical shift that changes the logic of flows, the cost of risk, and the architecture of the entire region. The question here is not about moral assessments, but about who will be able to quickly and profitably integrate into the new configuration, EA Global Capital CEO Adilgerey Namazbayev writes on his <a href="https://www.facebook.com/share/p/1LtfGurkrd/?mibextid=wwXIfr">Facebook</a> page. We publish his post without bills.

After the Ayatollahs: How Iran's discovery could rewrite the map of Eurasia's risks and routes

Kazakhstan's oil sector has been stagnating for several years, partly due to the need to comply with OPEC+ quotas, which the country does not always strictly adhere to. In 2026, production will have to be restricted even further to compensate for past excesses. But can Kazakhstan use this as an incentive for development? Kirill Lysenko, an analyst for sovereign and regional ratings at Expert RA, answers this question.

Will Kazakhstan turn OPEC+ oil production restrictions into a driver for its economic development?

CoreWeave, Inc.

Core Scientific, Inc.

Donald Trump continues his aggressive trade strategy by extending duties of up to 40% on products from 14 countries, including Japan, South Korea and Thailand. U.S. authorities have warned of the risk of massive blackouts by 2030 due to coal and gas plant closures and over-reliance on renewable sources. "Protégé" Nvidia&nbsp;- CoreWeave - announced the purchase of cryptominer Core Scientific for $9 billion. About these and other topics - in our review of key events for the morning of July 8.

National Atomic Company Kazatomprom JSC

The global uranium industry in 2025 is showing signs of recovery after a protracted crisis of nearly a year and a half. The spot price of uranium <a href="https://tradingeconomics.com/commodity/uranium">has risen</a> 20% from its March lows, and is now around $75 per pound.&nbsp;

Making money on uranium: what investors need to consider when buying Kazatomprom shares

According to a survey of analysts by Freedom Broker, the consensus target price for Kazakhtelecom shares has been revised lower 8.2%, from $95.70 per share to $87.85 per share. This is driven by the operator’s latest quarterly report, which analysts interpreted as moderately downbeat. Even so, they rate the stock a "hold."

Analysts cut Kazakhtelecom target price, keep neutral stance amid weak earnings

The Consumer Confidence Index (CCI) has been gradually declining since early January after active growth in late 2023. It is still in the positive zone, though. Inflation is also slowing down, which is why Kazakhstanis less often report price increases looking back to last year and last month. They’ve also been less worried about possible price surges in the future. At the same time, people have become a bit more anxious about the risk of unemployment and switched their behavior from spending to saving mode.

Careful start: Consumer confidence is fading away just as the year begins

Following the start of trading with Air Astana’s stocks on the KASE and AIX, the airline has summarized the results of its initial public offering (IPO). According to the company, the total number of orders for the stock surpassed its supply, thanks to the support of Kazakhstani and international investors.

Air Astana summarizes results of IPO

Freedom Finance Global is going to provide investors an opportunity to acquire stocks and global depository receipts (GDR) of Air Astana on the AIX and London Stock Exchange (LSE) before the start of the standard trading session scheduled on February 15, according to a press release by the AIX.

Freedom Finance Global to streamline Kazakhstani investors' early access to Air Astana stock

Even though Jusan Invest’s analysts described the last production report by Kazatomprom as “fundamentally negative,” they have recommended buying the stocks as their price can surge by 40%.

Jusan Invest recommends buying Kazatomprom's stocks

The Ministry of National Economy has added Mobile Telecom Service LLC to the list of entities that must be transferred to the private sector before 2025. Mobile Telecom runs two mobile operators, Tele2 and Altel, and belongs to Kazakhtelecom. The corresponding adjustments in the document were published on the legalacts.egov.kz website.

Kazakhtelecom to sell Tele2 by the end of this year

The Astana International Exchange (AIX), a trading platform within the Astana International Financial Center (AIFC), has reported its results for 2023. Over the past twelve months, the total volume of trade at the exchange has grown more than threefold from $173 million to $582 million. The stock market, in turn, has doubled in size and reached $130 million in total.

kazakhstan