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Turkey and Central Asia deepen ties in changing regional order environment while Erdogan visits Astana’

15/05/2026 by the Logistics TransportIn the the General Assembly

Kazakhstan and Turkey signed the Declaration of Eternal Friendship and Extended Strategic Partnership during President Recep Tayyip Erdogan ’'s official visit to Astana’ on Thursday. The two countries set a bilateral trade target of €13 billion and deepened cooperation in the defense, energy, transport and digital sectors.

Kazakhstan has followed what it describes as a multi-vector foreign policy that simultaneously balances its relations with Russia, China, the West and Turkey.

Tokayev defined Turkey ’ as the ’altın bridge connecting Europe and Asia “ and determined the course of the negotiations.

Thanks to your balanced and forward-thinking policy, Ankara“'s influence on the global stage continues to grow steadily, ’ said.

Tokayev, “Turkey, with its strong economy and respectable diplomacy, the ’altın bridge that connects Europe with Asya‘ and the entire Turkish world is considered ’.

Erdogan was also awarded the newly established Order of Koca Ahmet Yasavi, named after a Turkish Sufi sufi sufi and poet who lived in the 12th century, and became the first recipient of this Order.

Tokayev noted that this honor is of “der's symbolic importance. Erdogan recognized this as a symbol of respect for the Turkish people and brotherhood between the two nations.

The two presidents co-chaired the 6th meeting of the High Level Strategic Cooperation Council, as well as the bilateral business forum. Erdogan stressed the importance of achieving the €13 billion trade target, which is almost three times the current bilateral trade levels.

In order to achieve this goal, we consider it important to ensure the implementation of the 67-point Action Plan adopted at the 14th session of the Intergovernmental Commission for Economic Cooperation, “, held in Astana’ on April 15, ’ said.

Binary trading approx %9 increased to over 4.5 billion Euro’. KazakhstanAbout 4,000 Turkish companies operate in ’, and Ankara is among the country's five largest trading partners.

Ankara’'s investment in Kazakhstan’ exceeds 5 billion euros, while Kazakhstan’'s investment in Turkey’ exceeds 2 billion euros.

Deputy Prime Minister of Kazakhstan Serik Zhumangarin said that 100 investment projects worth approximately 3.5 billion euros have been completed and 50 investment projects of a similar amount are on the way. Kazakhstan aims to increase Turkey's ’ye exports to approximately 573 million Euro’ye.

Tokayev expressed confidence in further growth. The partnership between the financial centers and digital trading platforms of both countries will foster deeper commercial and economic relations, “ said.

Agricultural trade last year with Turkish companies investing in wheat processing and greenhouse complexes %It increased by 25 to almost 327 million Euro’. Kazakhstan proposes 2026-2028 roadmap for agricultural cooperation.

In terms of transportation, Tokayev reiterated his plans to expand the Trans-Caspian International Transport Route connecting China’i to ’ via Kazakhstan, the Caspian Sea, Azerbaijan, Georgia and Turkey.

According to Tokayev ’, railway transportation between the two countries increased by 35 percent this year and road transportation by 5 percent.

“We agreed to enhance the potential of the Trans-Caspian International Transport Route through the implementation of a number of projects,” he said, calling on Turkish investors to increase participation via Aktau and Kuryk ports.

In Kazakhstan, TAV Airports Holding ’in Almaty stated that it supports the construction of an international airport in ’, and Erdoğan welcomed the offer.

In the energy sector, Kazakhstan, Turkey Petroleum Joint Stock Company welcomed ’'s plans to enter the Kazakhstan market. Tokayev invited Turkish companies to participate in mining projects, citing their expertise in metal, processing and lithium production.

The declaration was accompanied by a series of bilateral agreements covering legal aid, cultural centers, investment protection, oil and gas cooperation, UAV production, training, publishing and financial center cooperation.

On the digital side, Kaspi.kz’ is expected to support Turkish e-commerce platform Hepsiburada’, while Freedom Holding Corp is expanding its digital and brokerage services in Turkey’.

The visit took place ahead of the informal summit of the leaders of the Organization of Turkic States on 15 May’ta Turkistan’da “Artificial Intelligence and Digital Development”.

Established in 2009, OTS also groups Azerbaijan, Kazakhstan, Kyrgyzstan, Turkey and Uzbekistan ’, Hungary and Turkmenistan ’ as observers.

While Turkey unofficially leads the organization, Kazakhstan provides the largest economy after Turkey ’. Russia and China are not members.

The visit comes at a time when ’'s war in Ukraine has disrupted traditional land trade routes between Europe and Asia, with Central Asian states accelerating efforts to diversify partnerships and reduce economic dependence on Moscow’.

World markets on the rise with Trump-Xi summit hopes

14/05/2026 by the Logistics TransportIn the the General Assembly

World stocks rose predominantly on Thursday after Wall Street ’ broke more records as investors closely followed the results of a summit between US President Donald Trump ’ and Chinese leader Xi Jinping in Beijing’.

Trump met Xi at the Great Hall of the People, where U.S.-China relations and Taiwan were discussed, but analysts did not expect great progress. U.S. futures are on the rise.

Europe’'s FTSE 100 Index on early trading in ’, Britain’'s IranDespite the impact of the war in ’, the economy in March was moving faster than expected. ter reporting that it has grown by 0.3%, %It was up 0.3% to 10,351.36.

France’'s CAC 40 index %Germany's DAX index is up 0.6 points to 8.057.64, while ’'s DAX index is up 0.6 points to 8.057.64. %It increased by 1.4 to 24,462.22 points.

Asia’ in TokyoAfter the ’'s Nikkei 225 index briefly hit a new intraday record of over 63,700, supported in part by strong institutional results %1 declined to 62,654,05’e.

South Korea’nin Kospi index %Closed at 7.981.41, up 1.8; This is a new record backed by technology stocks in the AI boom.

The Shanghai Compound index fell 1.5 percent to 4,177.92 points. Hong Kong’'s Hang Seng index remained constant at 26,389.04’. Australia’'s S&A P/ASX 200 index %It increased by 0.1 to 8,640.70 points.

Taiwan’'s Taiex index %0.9, India’'s Sensex index is %It's up 1.1.

Oil prices were mixed as Iran entered the third month of the ’ war without a clear solution.

After U.S. officials said Beijing ’ could use its close economic ties with Tehran ’ to pressure Iran to reopen the ’a Strait of Hormuz, some investors had hoped the Trump-Xi meeting would yield results.

The White House said on Thursday that Trump and Xi’ discussed improving U.S.-China economic cooperation and that both sides agreed that the Strait of Hormuz ’ should remain open.

International indicator Brent crude oil, about 70 years before the Iran war, which began in late February $Compared to ’a (59.79 €) 5.87 per barrel with an increase of 0.2 $’a (€90.42) rose.

Supply losses from the strait are depleting global oil stocks at a record pace, the International Energy Agency said on Wednesday. Indicator US crude oil %It was down 0.2 to $100.86 per barrel (€86.14).

Investors were also monitoring updates on China’'s imports of Nvidia’'s advanced H200 chips after CEO Jensen Huang’, along with Tesla’'s Elon Musk and Apple’'s Tim Cook, were approved as part of Trump’'s Chinese delegation.

U.S. business leaders from ’ met with Chinese Prime Minister Li Qiang on Thursday afternoon.

On Wednesday, tech stocks spearheaded the rise of Wall Street’. The S&P 500 index rose 0.6 percent to an all-time high of 7.444.25 points, while the Nasdaq composite index rose 1.2 percent to its own record of 26,402.34 points. The Dow Jones industrial average %It declined 0.1 to 49,693.20 points.

U.S. 10-year Treasury bond yield %from 4.47’den %4.46’ya declined, but it was roughly the same as seen before the start of the Iranian war. %3.97’nin remained well above.

A report released on Wednesday showed that U.S. wholesale prices rose in April as a result of the energy shock caused by the Iran war.

The U.S. Senate also approved the replacement of Jerome Powell ’, who Trump ’ has repeatedly criticized for failing to lower interest rates faster or deeper, with Kevin Warsh’ running for Federal Reserve ’.

The US dollar rose from 157.86 Japanese yen to 157.91 Japanese yen. Euro of 1,1711$1,1709 with little drop from ’$Traded from ’ (1€).

Brazil surprised by AB’ ban on meat imports‘

13/05/2026 by the Logistics TransportIn the the General Assembly

Brazil’'s Ambassador to the EU Pedro Miguel da Costa e Silva Euronews’e said that the EU’'s decision to ban meat imports from Brazil’ from September is “surprise”, and Brasilia’ is in talks with the European Commission to reverse this move.

Da Costa e Silva’'s comments came a day after a committee of EU national experts voted to ban Brazilian meat imports due to the use of antimicrobials to encourage the growth of animals.

The decision comes just days after the EU-Mercosur free trade agreement between the EU and Mercosur countries (Brazil, Paraguay, Uruguay and Argentina) entered into force temporarily to liberalize trade in agricultural products.

Da Costa e Silva euronews’e “The decision was a surprise for us yesterday” said.

Brazil is the first country to be removed from the list of countries that comply with EU food safety standards for antimicrobials.

Da Costa e Silva stated that his team met with the Directorate General of Health of the European Commission for “ to obtain ” explanations about the decision, adding that “Brazil has initiated a technical dialogue with the Commission to reverse the removal of ’ from the list.

While the free trade of agricultural products between the EU and Mercosur remains highly contentious, EU farmers warn that low production standards in Mercosur countries could create unfair competition.

The ban on Brazilian imports will cover live food-producing animals and commodities, including derivatives such as beef, poultry, eggs, aquaculture and honey, and will take effect from September 3, 2026, ’.

Commission spokeswoman Eva Hrncirova euronews’e said: “In order to be included in the list of third countries authorized to export to the Union, Brazil’ must ensure that the exported products comply with the Union's requirements for the use of antimicrobials for the entire life of animals of origin.”

Hrncirova said that Commission’ is already working closely with Brazilian officials on the issue. “After compliance, the EU will be able to allow/continue exports, ” added.

Turkey lifts restrictions on direct trade with Armenia’ to improve relations

13/05/2026 by the Logistics TransportIn the the General Assembly

Turkey lifted the restriction on direct trade with Armenia on Wednesday as a symbolic gesture to improve ties between its longtime rivals.

Turkey's Ministry of Foreign Affairs Spokesperson Öncü Keçeli said that under the new regulation, shipments of goods from Turkey or Armenia ’ through a third country can now be directly shown as the final destination or point of origin, Turkey or Armenia, and the pre-restriction on such definitions has been lifted.

Using the government's preferred writing for Turkey, in light of the historic opportunity seized to strengthen lasting peace and prosperity in “ South Caucasus, Turkey will continue to contribute to the development of economic relations in the region and the further advancement of cooperation for the benefit of all countries and peoples in the region.’

Armenia welcomed the move.

We would like to emphasize that this is an important step towards the establishment of full and normalized relations between the two countries, which can logically continue through the opening of the Armenia-Turkey border and the establishment of diplomatic relations, ’ said.

Turkey and Armenia ’ have no official relations and their common borders have been closed since the 1990s.

Relations between neighbours are strained by historical disagreements and Turkey's close alliance with Azerbaijan ’.

However, Ankara and Yerevan agreed to work towards improving relations in late 2021’ and appointed special envoys to discuss ways to reconcile and open the border.

Efforts have resulted in the resumption of direct flights between the two countries and the easing of some visa restrictions.

He said technical and bureaucratic efforts to open the common border are also ongoing.

AzerbaijanTurkey, a close ally of ’, closed its border with Armenia in 1993 in solidarity with Baku, which is in conflict with ’ over Karabakh, internationally known as Nagorno-Karabakh.

In 2020, Turkey strongly supported Azerbaijan ’ in its six-week conflict with Armenian-backed ethnic Armenian forces over Karabakh; This caused Azerbaijan ’ to regain control of a significant part of the region and most of the ethnic Armenian population to leave the region.

Azerbaijan used Turkish military equipment, including warplanes, in the conflict.

Turkey and Armenia ’ also have a long and bitter relationship due to the deaths of approximately 1.5 million Armenian ’ in the massacres, deportations and forced marches that began in 1915’ in the Ottoman Turkey ’.

Historians commonly see the event as genocide. Turkey strongly denies this accusation and opposes the numbers; The Ottoman Empire says that among the hundreds of thousands of people who died in the chaos of the First World War ’ during the dissolution of ’, there were also Armenians.

EU to ban meat imports from ’ in Brazil from September

12/05/2026 by the Logistics TransportIn the the General Assembly

An EU committee of experts from member countries voted Tuesday to ban Brazilian meat imports from September 3, ’, due to the use of antimicrobials to encourage the growth of animals.

BrazilThe decision to remove ’ from the list of countries that meet EU food safety standards came with the temporary entry into force of the EU-Mercosur free trade agreement between the EU and Brazil, Argentina, Paraguay and Uruguay on 1 May’.

The agreement, which liberalizes trade in agricultural products between both sides of the Atlantic ’, is strongly opposed by AB’ farmers, who fear that different production standards on both sides of the Atlantic ’ will create unfair competition in Latin American imports.

Euronews’e, an EU diplomat, said: “The ability of the Union to enforce the rules is essential for trust, equal terms and good relations with our trading partners.”

An official familiar with the case said the vote was unanimous and Brazil was the first country to be removed from the list of states that comply with EU restrictions on antimicrobial use in animals.

The list of third countries that comply with EU requirements and can therefore export food-producing animals to AB’ will be officially adopted in the coming days.

The European Commission has repeatedly said that once the agreement comes into force, EU food safety rules will continue to apply to agricultural products imported from Latin America ’.

Commission spokeswoman Eva Hrncirova confirmed that Euronews’e Brazil’ will no longer be able to export products such as cattle, horses, poultry, eggs, aquaculture, honey and shells to AB’ from 3 September’.

“Trade agreements do not change our rules, said Hırncirova, adding: The “ Commission sets the Union's mandatory health and phytosanitary standards, and both our farmers and exporters from third countries must comply with them.”

Brussels also negotiated security measures aimed at protecting EU farmers, including mechanisms to monitor potential market disruption caused by an increase in imports from Mercosur countries. Quotas were also introduced for sensitive products such as poultry and meat.

BrazilOnce proven to comply with ’'s safety rules, the EU will be able to continue importing and Brazil will be able to enjoy the same tariff reduction as other Mercosur countries.

Europe’'s 2026’'s best-performing shares — %Including an increase of 947’

12/05/2026 by the Logistics TransportIn the the General Assembly

European stock markets have made a turbulent start to 2026.

Reference indicator of the region Euro STOXX 600 index 2026’da so far %Increasing by 3.5 US S&A P 500’ %8He lagged behind in his earnings of ’.

However, individual companies have seen much larger fluctuations, and some names have increased by one hundred percent to date.

Many stocks due to the artificial intelligence boom, geopolitical tensions in the Middle East’, renewed demand for energy infrastructure, and investors' growing appetite for defense and strategic technologies %It increased by over 100’.

This is a sector-by-industry review of top-performing companies with a market capitalization of over 1 billion Euro’ in the European market: What they do, how they make money, and why investors fill their shares.

The technology is: Artificial intelligence infrastructure increases chip shares

Swedish chipmaker Sivers Semiconductors shares %With an increase of 947 percent, Europe became ’'s largest stock market winner.

The company is developing photonic and semiconductor components used in artificial intelligence data centers and 5G networks. As the demand for optical technologies that could meet the broad computing requirements of artificial intelligence systems grew, investors turned to stocks.

Revenue is still small (2025’te yearly %SEK 304.1 million (approximately EUR 27 million) with an increase of 25, but the company believes that potential future business opportunities %He said 64 increased to $453 million (€385 million) and much of that growth was due to artificial intelligence photonics.

The rise was accelerated when Sivers’ announced in April that it would be placed on a second list at Nasdaq’ in New York’.

Soitec, the French semiconductor materials company, has also seen weak gains in recent years. %It has risen by 639.

2026Annual revenue of €160 million in the third quarter of ’ due to weak mobile and automotive demand is down.

What changed the narrative was that investors were focused on the company's position in the AI supply chain. Soitec is designing silicon (SOI) sheets on thin insulators, which are increasingly used by chip manufacturers for co-packaged optics in smartphone radio frequency components, automotive radar and AI data centers.

Investors are increasingly betting on the future of the company, as Soitec’in has an almost monopoly on SOI substrates for photonics, which may become necessary for the next generation of AI infrastructure, especially in optical interconnects used by hyperscale data centers.

The industrial sector: Hydrogen and fuel cells are back in fashion

In the industrial sector, investors have rediscovered hydrogen and fuel cell companies.

Ceres Power, which develops solid oxide fuel cell technology and is listed in ’, UK, has increased by 237 percent this year.

Ceres is a UK ’-registered solid oxide fuel cell developer that licenses its technology instead of building its own systems.

The company benefited from growing interest in alternative power systems for artificial intelligence data centers, especially after US’ group Bloom Energy’ signed a major fuel cell agreement with Oracle.

Another British hydrogen company is ITM Power. 3 increased.

The Sheffield-based group produces electrolyzers used to produce green hydrogen. Investors welcomed stronger revenues, increased profitability and a partnership with German defence giant Rheinmetall in synthetic fuel projects linked to NATO supply chains.

Another development that has attracted investors is the company's planned Chronos production line, which aims for a gigawatt capacity by 2028. The funding is based on a UK government grant of £46.5 million (€53.7 million) pending approval from the Competition and Markets Authority ’ in June.

The health services: clinical milestones and weight loss drugs

French biotech company Nanobiotix is up. since the beginning of the yearFollowing progress made in a recent stage cancer experiment backed by Johnson & Johnson, investors' confidence in future milestone payments has increased.

On May 4, ’, the FDA approved a protocol change for the important NANORAY-312 Phase 3 trial in head and neck cancer.

The change eliminates a planned interim analysis and reduces the number of events required for the final reading, potentially allowing future payments to be put forward. Nanobiotix has been awarded “hundreds of millions of ” milestone payments under its 2023 license agreement with Janssen.

The stock has already been in stock since the FDA announcement is up.

Healthcare companies linked to the emerging market for GLP-1 obesity and diabetes drugs have also made strong gains.

This year, Swiss manufacturer PolyPeptide competed with pharmaceutical companies to secure production capacity for peptide-based drugs. is up.

The company produces ingredients used in weight loss and diabetes medicines produced by some of the world's largest pharmaceutical companies.

Revenue 2025’te .6 million euros increased to ’, while profitability increased. The company says it is on track to double its revenue from the 2023 level to 2028.

Demand has increased with the rapid growth of GLP-1 obesity drugs, and the market is expected to grow by 2034 ’e %It is expected to grow with a Compound Growth Rate of 12.7’.

Services of communication: satellites and artificial intelligence search beneficiary

French satellite operator Eutelsat emerged as one of the biggest geopolitical winners of the year.

Shares rose 64 percent as European governments increasingly sought alternatives to Elon Musk’'s Starlink network due to concerns over technological sovereignty and communications security.

The company's low-Earth orbiting OneWeb satellite network has attracted growing strategic interest from European policymakers, while demand for satellite connectivity has also increased during ongoing geopolitical tensions.

At the same time, Copenhagen-based review platform Trustpilot Group (TRST) has become one of the most unexpected beneficiaries of the prolific AI boom. Shares listed in London’ to date %It was valued at 57 percent.

Annual operating profit of 2025 in clicks from artificial intelligence search engines %Thanks to the increase of 1,490’, it quadrupled to 16 million dollars (14.7 million euros).

Trustpilot was the fifth most cited domain name worldwide on ChatGPT’ in January, according to Promptwatch data.

AI chatbots rely on vast databases of reviews written by more and more people to answer consumer questions. Trustpilot’'s library of 330 million reviews has become an authoritative resource for AI-generated responses.

The company has raised its profitability targets by 2030.

Analysts at Royal Bank of Canada recently described the platform as “, the winner of Artificial Intelligence.

Oil, shipping and tourism reshaped by Middle East tensions

The conflict around the Strait of Hormuz also reshaped European markets in 2026.

Nigerian producer Seplat Energy, trading in London and Lagos’, shares %With an increase of 97, he benefited from high oil prices.

CEO Roger Brown told investors: “The conflict in the Middle East has dramatically changed the outlook for the oil and gas industry in 2026 and possibly beyond.’

At the same time, Luxembourg-based tanker operator d’Amico International Shipping said that shipping disruptions forced ships to longer and more expensive routes. %It increased by 84 percent.

According to the company's May 7 result presentation, the company's net profit in the first quarter of 2026 is .5 million with an increase of 45.6 $’a (€25.2 million) rises, with average daily spot interest rate .264 with 53 increments $’a (€29,610) rose.

SpainThe largest hotel chain in ’ is Meliá Hotels. %Gained 43 percent.

Revenue for the first quarter of 2026 %EUR 461.6 million increased to ’ with an increase of 3.8; The company noted that travelers are increasingly opting for Mediterranean destinations, such as Spain, instead of parts of the Middle East’.

CEO Gabriel Escarrer told shareholders that the group's summer bookings for luxury resorts and city hotels in Spain’ are growing at a double-digit pace, with high single-digit income per room (RevPAR) expected to increase in the second quarter.

The financials are: Insurers and travel groups are recovering

Croatia with a market capitalization of approximately 1 billion Euro’'s largest insurance company Croatia Osiguranje’'s share price this year is up. The company has benefited from renewed interest from investors in the country since ’ accepted the euro and joined the Schengen area.

Croatia Osiguranje operates in many Balkan markets, including Slovenia, Serbia and North Macedonia.

Another winner in the European stock markets in the past months is the share price so far %It was the British group Saga that increased by 54.

Saga is a UK consumer brand made up of people over 50.

He sells holiday packages to this age group, ocean and river cruises with his own ships, motor and home insurance, and personal finance products. January 31, 2026The year leading up to ’ was what the administration called the “ year of transformation, a year in which it reported stronger profits and lower debt.

Growth in the cruise business and the restructuring of insurance operations helped boost investors' confidence.

Copper, renewables and the energy transformation of Europe’

Companies linked to electrification and renewable energy have also attracted investors.

Romanian energy infrastructure company Premier Energy has doubled its value after expanding battery storage and renewable energy projects in southeastern Europe’.

Spanish public company Cox ABG Group, meanwhile, after announcing that Iberdrola’ has largely acquired the Mexican renewable energy platform %It was valued at 53.

Ingredients of: Copper and steel increase structural demand

EuropeShares of Klöckner & Co SE’nin, one of ’'s largest independent steel and metal distributors, so far this year is up.

This rise comes from strong gains in 2025’ and the US-based Worthington Steel’, which offers €11 per share and has been holding its stake in the company ever since. .78’e resulted from the takeover bid.

Investors now believe that any future dominance agreement or removal from the potential company could lead to improved compensation conditions for minority shareholders and help the stock rise above its current bid price.

At the same time, the share prices of Aurubis’in, based in Hamburg, which is the largest copper producer in ’ and one of the largest copper recycling companies in the world, are expected to increase this year. %Increased by 50.

On May 8, ’, the company raised its 2025/26 year forecast for the second time, partly due to consistently high copper prices and demand from artificial intelligence data centers, electrification and renewable energy, as well as high revenues from sales of sulfuric acid, an important byproduct of the copper smelting process.

Renewables and the energy transformation of Europe’

Companies linked to electrification and renewable energy have also attracted investors.

One of them, Romanian energy infrastructure company Premier Energy, has doubled its value since the beginning of the year. This came as the group, which has or manages more than 1,500 megawatts of renewable generation capacity, expanded battery storage and renewable energy projects in southeastern Europe’.

May 2026In ’, northeastern RomaniaThe company began construction of a battery energy storage system near ’da Iași with a capacity of 200 megawatts / 400 megawatt hours. The cost of this system is estimated at 75 million euros, and southeastern Europe is one of the largest in ’.

Another company that has won in this category so far this year is share prices so far. increased to Sevilla-based Cox ABG Group. Latin America, Spain and AfricaIntegrated water and renewable energy enterprise operating in ’ also operates desalination, water treatment and water treatment plants.

Trade in the company's shares increased following the announcement of a major acquisition of Iberdrola’'s Mexican renewable energy platform.

Food and beverage companies

Belgian beverage company Spadel SA (SPA) has announced its shares so far this year after reporting strong sales and profit growth at 2025’te. %He saw 46 increase.

The company, which owns mineral water brands such as Spa and Bru, said the demand was supported by consumers moving away from alcohol and sugary drinks.

MP Evans Group’ (MPE) shares in 2026 is up. IndonesiaThe company, which operates palm oil fields in ’, benefited from high palm oil prices and record profits in 2025, while increasing its dividend after strong earnings.

Real estate companies on the rise

Emperador Properties, a Madrid-based Spanish real estate investment partnership, announced this year that investors are betting on a rebound in Spain's ’'s office real estate market. %It was valued at 45 percent.

As of June 2025, he manages approximately 167,719 square meters of world-class real estate, valued at approximately €1 billion. June 2025’te company at Torre Caleido project in Madrid’ %With 50 shares, he further expanded his portfolio.

Meanwhile, the owner of the shopping center Castellana Properties SOCIMI’'s shares after the company reported strong profit growth and record visitor numbers in its retail portfolio in Spain and Portugal’ is increased. Castellana also expanded this year with the acquisition of the Berceo shopping center in northern Spain’.

EuropeThree themes shaping ’'s market winners

Three broad themes explain many of this year's strongest performers.

The first of these is artificial intelligence structure; not the chip designers themselves, but the digging and shoveling suppliers further down the value chain, providing the infrastructure needed to support AI systems including photonics, energy supply, copper and data connectivity.

The second is geopolitics. Since February 28th, the Strait of Hormuz, ’'s blockade has repriced oil, shipping and travel in different directions: African producers sell crude oil in a narrow market (Seplat), product tanker prices rise to record levels as journeys lengthen (d’Amico), and Mediterranean tourism moves away from the Middle East ’ (Meliá).

Third, investors' appetite for institutional actions (acquisitions, acquisitions, and valuation catalysts); This has very little to do with business performance: The US bid for Klöckner is an activist effort to close the Rocket Internet’te discount to its net asset value, and an Iberdrola asset deal that has transformed Cox ABG’.

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Brzoska: Poland turns itself into a model of deregulation for the EU

10/05/2026 by the Logistics TransportIn the the General Assembly

Rafał Brzoska, CEO of InPost and one of the richest people in Poland’, says that deregulation in the Polish economy has accelerated and Poland’ has become a model for other European Union countries. Speaking in the Euronews studio at the European Economic Congress, he stressed that over the past 14 months almost 200 specific changes have been introduced to make life easier for businesses and citizens. For him, this is only the beginning of deeper reforms.

Referring to the cooperation between business and politicians in the preparation of the liberalization package, Brzoska said “Tango requires two people. He noted that both the government and the opposition approached the process positively.

Of the 500 proposals prepared by the deregulation team in the first 100 days, about 350’si received government approval to proceed. About 200 changes are currently in effect. Among the most important measures, Brzoska suggested the presumption of innocence of taxpayers and the possibility of making tax agreements with tax offices.

A growing number of changes are starting to affect ordinary citizens as well. An example of this is the automation of more than 800’ family benefit payments, which will go into effect from June. This means that you will not need to submit additional applications.

Businessman, “Simple but still makes life much easier” emphasized.

Rafał Brzoska: Poland, a source of inspiration for Brussels

Brzoska argues that the model of deregulation in Poland’ is already attracting attention across Europe. As he himself noted, Brussels’de presented the key elements of the project several times, together with experts.

During his visit to Gdańsk, he also discussed the issue with French President Emmanuel Macron. The French leader reportedly wants a detailed presentation of Polish solutions.

Brzoska, “These specific examples are also painful problems in France’ said.

According to him, the biggest problem facing the European Union’ remains the excessive bureaucracy of the European Commission’. He believes that the best chance for positive change in business is in identifying national leaders. Macron admitted that he urged ’ to take action on this issue at the EU level.

The authorities of the “European Commission will not deregulate themselves. Those who will push for these changes will be European leaders, ” said.

InPost Europe accelerates ’ expansion

The speech also touched on the further development of InPost’ in Europe’. PolandThe courier company established in ’ currently operates in nine countries, but its targets are much larger.

Brzoska announced that by the end of next year, InPost’'s services will be available in almost the entire European Union’, both for shipments from Poland’ abroad and for deliveries from other countries to Poland’. The expansion is planned to be continued mainly through cooperation with local logistics partners.

InPost CEO ’ also acknowledged that the high-profile agreement with FedEx could significantly accelerate the company's expansion in Europe’.

As the crisis in Hormuz approaches, Iraq announces large oil found near Saudi border

08/05/2026 by the Logistics TransportIn the the General Assembly

Iraq's oil ministry announced the discovery of a large oil field in the southern province of Najaf near the Saudi Arabian border.

The discovery is considered one of the most important discoveries in the Iraqi energy sector in recent years; because initial estimates show that one of the exploration sites contains crude oil reserves exceeding 8.8 billion barrels.

The Kurneyn bloc is located on the Iraqi-Saudi border, about 180 kilometers from Baghdad ’a, in the province of Najaf, southwest of ’. With an area of 8,773 square kilometers, it is one of the most promising areas in terms of oil exploration. The contract for oil development, exploration and production was signed at ’te on October 17, 2024.

According to the data announced by the Ministry, the presence of light crude oil was seen in the drilling works carried out in the Shams-11 exploration well, which has an initial production capacity of 3,248 barrels per day.

The announcement was made during an official meeting between Iraqi Oil Minister Hayan Abdul Ghani and Chinese ZhenHua Oil’in representatives, where they reviewed progress at the Kurnain site and discussed advanced drilling techniques to improve the efficiency of exploration and production operations and accelerate development.

ZhenHua, through its subsidiary Kurnain Petroleum Limited, is the main operator of exploration drilling and seismic research operations in partnership with the Iraqi side.

’'s claim on the Iraqi desert

The oil ministry said the Chinese company offered a quick investment plan aimed at accelerating the development of the site and putting it into commercial production as soon as possible.

Baghdad is working to accelerate a strategic project to build a pipeline to connect the southern province of Basra with the city of Hadisa in Anbar province, close to the Syrian border, with a planned export capacity of 2.5 million barrels per day.

Meanwhile, Iraq faces pressure on oil exports due to the war in the Middle East’ and the disruptions in the Strait of Hormuz, a vital corridor for Iraq’ to deliver energy to global markets.

Prior to the escalation of regional tensions, Iraq produced about 4.5 million barrels of oil per day, becoming the third largest producer of the Organization of the Petroleum Exporting Countries (OPEC), exporting about 3.5 million barrels per day, of which about 90 percent crossed the Strait of Hormuz.

Iraq’'s oil exports decreased by 18.6 million barrels in March to $1.96 billion (euro 1.77 billion), according to official data released by the Ministry of Petroleum; This is a nearly 71% drop in revenue compared to February, when Iraq’ exported more than 99 million barrels of oil and earned $6.81 billion (6.15 billion euros).

European banks show mixed results due to HSBC’nin base profits and UniCredit’in rise

05/05/2026 by the Logistics TransportIn the the General Assembly

The health of the European banking sector is currently under intense scrutiny as the 2026 earnings season reveals how the continent's largest credit institutions are coping with macroeconomic fluctuations.

Europe’'s largest bank and the UKHSBC, which ranks among the top two companies by market capitalization in ’'s FTSE 100 index, reported a slight shrink in profits, citing significant credit disruptions linked to the Iran war, although asset management and Hong Kong operations showed resilient growth.

HSBC also saw a decline in its net profit, missing out on some investor expectations despite an increase in overall revenue.

In contrast, Italy made a strong start to the year, surpassing ’'s UniCredit’i market forecasts, leading the bank to upgrade its financial guidance for the rest of 2026.

Last week, Deutsche Bank, Santander and UBS reported increasing profits showing that despite HSBC’'s poor performance, the European banking sector overall remained strong.

This earnings season comes at a time when investors are weighing the impact of the Iran war and the impact of high interest rates on corporate profits in the Eurozone and the United Kingdom’.

HSBC faces geopolitical downsides despite wealth growth

HSBC’'s latest quarterly figures point to a period of strategic recalibration for the global lender.

Profit before tax according to the bank's financial statement clined by 1.1 to $9.38 billion (€8 billion); This result was below the $9.59 billion (8.2 billion euros) forecast by analysts. The main weight on the balance sheet was the increase in credit depreciation expenses, which reached $1.3 billion (€1.1 billion) compared to $876 million (€750 million) in the same period of 2025’.

According to Richard Hunter’, market president of Interactive Investor’, these accusations are a direct reflection of the current global climate.

Hunter, “Credit depreciations have largely wiped out ledgers for this quarter; The lack of a return to the stock buyback program can also be somewhat disappointing, although the return is not far off, ” said.

Hunter said that with HSBC’'s exposure to regional instability becoming visible in the report, the impact of the conflict in the Middle East“, as with many other global banks in this reporting season, also appeared in figures’ said.

Despite these challenges, HSBC’'s orientation towards the Asian asset market continues to attract interest.

Asset management department, in wage income %It reported 18 increases to $2.7 billion (€2.3 billion), while net new money inflows reached $39 billion (€33.3 billion). United Kingdom’ %5’lik and Hong Kong’ %Revenue growth was recorded across all core units, including a 3’ increase.

While concerns about the commercial real estate sector on mainland China continue, the group has marginally raised its all-year target of banking net interest income to $46 billion (EUR 39.2 billion).

UniCredit raises forecast for 2026 after profit growth

Italian UniCredit, in contrast to the more cautious figures of some of its peers, started 2026 with a performance significantly above market forecasts.

Net profit significantly exceeds analyst expectations compared to the same period of 2025’, according to the bank's quarterly update Increased over ’ to EUR 3.2 billion; EPS is almost %It increased by 20 to 2.15 Euro’.

According to the bank's press release, quarterly revenues %Increased by 5 to 6.9 billion Euro’, net revenues increased by %An increase of 3.3 to 6.7 billion Euro, absorbing ’ interest rates, credit loss provisions and Russia-related negative impacts, underlining the flexibility and diversity of a model structured to perform throughout the entire macroeconomic cycle.

The management reacted to this acceleration by raising its financial forecast for the entire year 2026, raising its net profit outlook to “equal or more from the previous estimate of ”approximately €11 billion to “equal or more.

This development strengthens UniCredit’in Europe's position as one of ’'s most influential major lenders.

EU Inbev continues its momentum amid global market changes

In other consumer-related news, the world's largest beer producer AB Inbev, which includes brands such as Budweiser and Stella Artois, has maintained stable revenue momentum, driven global market changes through strategic pricing and beer volume. %It's up 1.2.

The company's revenue is outside its own market. growth in total revenues of mega brands led by Corona’ %With an increase of 8.2’, almost %Six is up.

Income from non-alcoholic beer increased and revenue from Beyond Beer’, the fast-growing category of non-traditional beer alcoholic beverages is up.

While volume growth is under pressure due to inflationary trends in some markets, the company's EBITDA ’ %It remains stable with an increase of 5.3.

According to EU Inbev’e, the group's diversified geographical footprint has allowed it to offset weak demand in some regions with strong growth in emerging markets.

The brewer continues to focus on digital transformation initiatives and direct-to-consumer platforms, which are expected to be key drivers of volume and margin expansion in the rest of 2026’.

Europe’'s luxury residential boom: Which cities are driving the rise in world-class property prices?

02/05/2026 by the Logistics TransportIn the the General Assembly

Home prices are rising across Europe. Luxury homes are no exception. World-class property prices are on the move in European cities. Annual price increase in more than half of the nearly 50 cities tracked by Knight Frank’'s 2026 Asset Report 2025’te %It exceeded 3’.

So, which cities are triggering the rise in world-class property prices across Europe? So how do European luxury markets compare to the rest of the world?

First-class properties are the most desirable and most expensive properties in a given location. Usually the first in terms of value of each market %5Identified as ’i. Primary markets often have a significant international bias in terms of buyer profile.

Prague saw the highest increase

Knight Frank’'s Prime International Housing Index tracks 100 cities worldwide, including 47’si in Europe’. Prague, the capital of ’, in 2025 %With an increase of 14.6, it recorded the strongest growth among European cities.

Méribel of ’ (France%9), Portugal’den Porto (%8.5) and Marbella of ’ (Spain)%8,1) also achieved strong gains; in each order %8 He went up on ’.

Courchevel 1850’de is another French ski resort. %A strong increase of 6.9’ was seen.

Italy’ Florence and Lake Como’nde respectively %6.7 and %An increase of 6.5 was recorded.

SwitzerlandGstaad in ’ (%5.5), ItalyRome in ’ (%5,5) and Quinta do Lago in ’ (Portugal)%5,2) %5Reported increases over ’.

The top 10 European cities in the index have one thing in common: Ski resorts in the Alps, golf resorts in Portugal’ and romantic cultural cities are at the top of the list.

Europe’'s biggest fall occurred in London’

Not all European cities made a profit. London, 2025’te world-class property prices %With a fall of 4.7, he recorded the sharpest drop.

In the report, “London is evolving as changes to tax rules for wealthy residents lower budgets and encourage some to consider renting instead of buying, ” said.

Ibiza, Jersey and Lausanne in ’ %From 1 to %There have been modest declines between the two.

Other European capitals include Madrid (%5, from Oslo (%4,2 and Berlin (%3.4 It has made strong gains. the Lisbon (Lisbon%2,7), Dublin (%2,3), Vienna (%1.3, from Paris (%1,3) and Bucharest’te (%0,4, the growth was more moderate. the Stockholm ’ %While there was a slight decrease of 0.7’, prices in Edinburgh’ were flat.

Lifestyle and holiday destinations winners

Lifestyle and holiday destinations EuropeWinners by far in ’. Alpine ski resorts and Mediterranean sun destinations are at the top of the ranking. Italian cities also stand out in groups.

Big financial capital tells a different story. London, Stockholm, Paris and Milan resorts lag far behind their markets.

Tokyo is a global contrarian

Tokyo stands out as a global outlier. JapanPrices for premium real estate in the capital city of ’ 2025’te %It's up 58.5. Tokyo’'s newly built housing market is on the rise due to scarcity, low interest rates and strong domestic demand from the Asia-Pacific ’, the report said.

Dubai %2nd place with an increase of 25.1’; But the data predates the US-Israeli ’ attack on Iran’ and Tehran’'s subsequent reaction to the Gulf states.

Manila and Seoul were also in the top five, and each %It increased by about 15-20.

Prague is in the top five, making it the top-ranked European city worldwide.

Liam Bailey, editor of The Wealth Report’, said that first-class residential property in many markets has moved away from the wider residential sector, backed by the power of wealth creation.

While mainstream markets are subject to broader economic pressures, the speed at which wealth is created helps keep demand for luxury properties more resilient, even against recent fluctuations in debt costs.“

The biggest losses in China and Canada’da

China’in Guangzhou’su recorded the biggest drop; first-class real estate prices %It's down 12.2. the Shenzhen (Shenzhen%7,2), Shanghai (%5) and Beijing (%4.9) is also among the steepest global declines, indicating a broad slowdown in Chinese cities.

CanadaApproximately in each of ’'s provinces of Toronto and Vancouver %7’ descents were seen.

Tourist-friendly markets such as Portugal, Croatia and Spain recorded even stronger increases, according to Eurostat’, while EU home prices increased by 2025 year-on-year in the last quarter of ’. %It's up 5.5.