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The forint is getting increasingly worse, falling to 365.
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The forint is getting increasingly worse, falling to 365.

The forint’s trading on Thursday initially stabilized, but the exchange rate weakened throughout the day due to the international mood and expectations regarding US labor market data. Important factors include the US-Iran negotiations, the price of oil, and expected interest rate changes by the Japanese and US central banks. The KSH’s unfavorable industrial and retail data also affected the forint, while demand for Hungarian government bonds remained stable.

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The euro has broken through, but the big money remains on the other side — three questions will decide the future befektetes-bank

The euro has broken through, but the big money remains on the other side — three questions will decide the future

A significant portion of the summer dollar’s strength evaporated in two days, despite the fact that most investors were expecting the opposite. However, the rate returned to the key level on Friday, so it remains to be seen whether we have seen a real reversal or just a position-closing wave. We will show you what questions will determine the direction of the rate, and which two levels will reveal the answer.

Portfolio.hu - Befektetés
The war games are back, but the Hungarian professionals are still taking risks. befektetes-bank

The war games are back, but the Hungarian professionals are still taking risks.

In July, investors faced difficult decisions again, as the Iranian conflict, uncertainty around the Strait of Hormuz, and rising energy prices increased inflationary fears. The stock market experienced intense rotation, while bond yields rose. The euphoria surrounding Hungarian assets decreased, but local fund managers did not move to a defensive position, and the weighting of Hungarian assets increased to 60.3%.

Portfolio.hu - Befektetés
OTP: The rosy haze surrounding Hungarian assets is beginning to dissipate befektetes-bank

OTP: The rosy haze surrounding Hungarian assets is beginning to dissipate

As part of our series of portfolio recommendations, each month we ask domestic fund managers how they would construct a fictitious model portfolio with a moderate level of risk and a medium-term investment horizon. The following is an excerpt from the OTP Fund Management article.

Portfolio.hu - Befektetés
Erste: Optimism will remain for the short term. befektetes-bank

Erste: Optimism will remain for the short term.

As part of our series of portfolio recommendations, each month we ask local fund managers how they would create a fictitious portfolio with moderate risk and a medium-term outlook. The following is an article by Erste Fund Management.

Portfolio.hu - Befektetés