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Megtolták a húszik a hajós cégek papírjait – De meddig tarthat a nagy menetelés?

EPISODE · May 24, 2024 · 23 MIN

Megtolták a húszik a hajós cégek papírjait – De meddig tarthat a nagy menetelés?

from Portfolio Checklist · host Portfolio

A globális kereskedelmet kiszolgáló konténerhajók piacát szinte homlokegyenest ellentétes folyamatok érik az elmúlt időszakban, de merre mehetnek most a nagy hajós cégek papírjai? A témával kapcsolatban vendégünk volt Szabó Balázs, a HOLD Alapkezelő portfóliómenedzsere, vezérigazgatója. Az adás második részében a magyar munkaerőpiaccal foglalkoztunk, ott ugyanis a sorozatos negatív hírek után úgy tűnik, hogy trendfordulóhoz érkezhettünk. Erről Hornyák Józsefet, a Portfolio makrogazdasági elemzőjét kérdeztük. Főbb részek: Intro - (00:00) Konténerhajók - (01:17) Fordulat a munkaerőpiacon - (13:32) A Checklist mai támogatója az OTP Alapkezelő, az OTP CETOP ETF alapról itt tájékozódhat. Borítókép: Getty ImagesSee omnystudio.com/listener for privacy information.

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Megtolták a húszik a hajós cégek papírjait – De meddig tarthat a nagy menetelés?

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