Összezavarta a kormány a piacot az éjjeli adóemeléssel

from Portfolio Checklist · host Portfolio

Csütörtök éjjel újabb különadót kaptak a nyakukba a hazai gyógyszergyártók. Ez elsőre megijesztette a befektetőket, de közben kiderült, hogy gyakorlatilag technikai jellegű módosításról van szó, és hogy a változás egyébként pozitív hír a szektor számára. A témáról Csiki Gergelyt, a Portfolio lapigazgatóját, makroelemzőjét kérdeztük. Adásunk második részében Szekeres Viktor, a pénteken a Budapesti Értéktőzsde standard kategóriájába átsorolt Gloster igazgatósági elnöke volt a vendégünk, harmadik témánk pedig az agrárium volt, amiről Tardos Gergelyt, az OTP Bank elemzési központjának vezetőjét kérdeztük. Főbb részek: Intro - (00:00) Éjjeli különadó - (01:45) Gloster a standard kategóriában - (09:15) Agrárium – merre tovább? - (16:21) A Szekeres Viktorral készített interjút a Gloster Infokommunikációs Nyrt. támogatta. Borítókép forrása: Getty ImagesSee omnystudio.com/listener for privacy information.

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