Magyarország közepes alá, Kína halálspirálban

from Portfolio Checklist · host Portfolio

Miért viselték a gazdaságok és így a tőzsdék is jobban az emelkedő kamatokat 2023-ban, mint azt sokan várták? És pótolhatja-e bármi a valószínűleg kieső kínai növekedést a világgazdaságban, milyen jelei vannak a blokkosodásnak és Magyarország inkább győztese vagy vesztese a globális piaci folyamatoknak? Egyebek mellett ezekről a témákról kérdeztük Szabó Lászlót, a Hold Alapkezelő felügyelőbizottsági elnökét a Portfolio Checklist december 28-i epizódjában. Főbb témák: (00:00) – Intro (01:14) – Nem volt olyan rossz 2023? (03:24) – Miért nem sokkolt a kamat? (06:11) – Guten Morgen, Deutschland (09:36) – Blokkosodunk? (12:15) – Mi fog nőni, ha nem a kínai ingatlanipar? (16:46) – Halálspirálban Kína? (20:46) – Nincs mese, jön a nemnövekedés? (27:47) – A kamat a részvényeken sem fogott? (31:14) – Mi lesz az ESG-ből és az AI-ból? (33:38) – Buktam, de zöld részvényen, akkor boldog vagy? (36:04) – Győztes vagy vesztes Magyarország? (40:31) – Non-farmban csúnya ami ment, de a farmokon is (48:27) – Mitől tartsunk és miben bízzunk? Borítókép: Getty ImagesSee omnystudio.com/listener for privacy information.

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