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Felejtsük el a forintról kialakult tévhiteket - a HOLD elemzői az új helyzetről

EPISODE · Apr 14, 2026 · 45 MIN

Felejtsük el a forintról kialakult tévhiteket - a HOLD elemzői az új helyzetről

from Portfolio Checklist · host Portfolio

A Tisza kétharmados felhatalmazással vághat neki a következő négyéves ciklusnak, ami alapos átrendeződést hozhat a forint, a hazai állampapírok és a magyar részvények piacán is. Mekkorát lehetett nyerni a Tisza-bettel? Hogyan érdemes átalakítani a portfóliókat a forint brutális erősödése nyomán? Meddig tarthat az OTP és a Mol száguldása? Mi lehet az a következő kormányzati bejelentés, ami megmozgathatja a piacokat? Hogyan árazza a piac az eurócsatlakozást? A kilátásokról és a nyerőnek ígérkező befektetési stratégiákról kérdeztük Szabó Balázst, a HOLD Alapkezelő vezérigazgatóját és Pekár Dávidot, a HOLD Infinity Alap szenior portfóliókezelőjét.See omnystudio.com/listener for privacy information.

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Felejtsük el a forintról kialakult tévhiteket - a HOLD elemzői az új helyzetről

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