Traders Talk: Raketový růst evropské obrany, levný čínský...

What this episode covers

Tento týden se začíná na amerických trzích obchodovat o den později a již klasická pondělní chmurná nálada po víkendových zprávách se tentokrát nedostavuje. Místo toho po mnichovské bezpečnostní konferenci v Evropě rostou akcie obranného průmyslu v reakci na závazek navýšení výdajů evropských států na obranu na 3 % ze současných 2 %, uvádí makléř Patria Finance Martin Kycelt. O víkendu došlo ještě k dalšímu shromáždění, a to v Číně, kde se sešli lídři velkých technologických firem s čínským prezidentem Si Ťin-pchingem. Na setkání se objevil i zakladatel Alibaba Jack Ma, naopak chyběl šéf Baidu, což vedlo k následnému poklesu na této akcii. Zájem o čínské technologie je také mezi investory v Patrii, kde lze tyto tituly nakupovat online v USA jako depozitní certifikáty ADR, anebo telefonicky přímo v Hongkongu. Kycelt ale upozorňuje zejména na politická rizika, která významně tlačí na valuaci těchto firem. A co kupovat na současných volatilních trzích? Aktuálně makléř na trhu sleduje farmaceutický titul AbbVie, který považuje za bezpečný přístav s potenciálem růstu a také dividendou.

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Frequently Asked Questions

How long is this episode of Patria Podcasts?

This episode is 8 minutes long.

When was this Patria Podcasts episode published?

This episode was published on February 18, 2025.

What is this episode about?

Tento týden se začíná na amerických trzích obchodovat o den později a již klasická pondělní chmurná nálada po víkendových zprávách se tentokrát nedostavuje. Místo toho po mnichovské bezpečnostní konferenci v Evropě rostou akcie obranného průmyslu v...

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