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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.
befektetes-bankAs part of our series of portfolio recommendations, each month we ask local fund managers how they would construct a fictitious portfolio with moderate risk, for medium-term investment. The following is an excerpt from the K&H Fund Manager’s article.
befektetes-bankWithin our series of portfolio recommendations, each month we ask domestic fund managers how they would construct a fictitious portfolio with moderate risk exposure, for a medium-term investment horizon. The following is an article by Apelso Capital Fund Management.
befektetes-bankWithin our series of portfolio recommendations, each month we ask domestic fund managers how they would construct a fictitious portfolio with medium risk and a medium-term investment horizon. The following is an excerpt from the VIG Fund Manager’s article.
befektetes-bankEveryone is envious of the growth in Taiwan.
befektetes-bankJapan is believed to have intervened in the foreign exchange market to the tune of approximately $53 billion to strengthen the yen, according to a Bloomberg analysis based on central bank data. This sum could be the largest single-day Japanese foreign exchange intervention ever.
befektetes-bankAs part of our series of portfolio recommendations, each month we ask local fund managers how they would construct a fictitious portfolio with moderate risk, a medium-term outlook. The following is an excerpt from an article by Hold Fund Management.
befektetes-bankWithin our series of Portfolio Recommendations, we ask domestic fund managers each month how they would construct a fictitious portfolio with moderate risk and a medium-term outlook. The following is an excerpt from the article by Granit Fund Management.
befektetes-bankIt’s no longer just about vacations or luxury cars: for many Hungarians, a shared meal or coffee is an affordable option.
befektetes-bankThe biggest event of the year was the spectacular collapse of a hedge fund, led by Leopold Aschenbrenner, a former OpenAI researcher and prominent advocate for AI. After launching his own investment fund to support the future winners of artificial intelligence, the fund quickly grew, but it was unable to withstand the recent decline in AI stocks due to capital outflows. As a result, Citadel acquired a large portion of the fund’s portfolio, and this event could be a major turning point in the history of AI stocks.
befektetes-bankMicrosoft announced stronger-than-expected quarterly results, which triggered a market reaction. The company’s cloud business continued to grow, achieving an annual revenue of over $100 billion for the first time, while the company continues to invest record amounts in building new data centers.
befektetes-bankThe stock price fell by 1.4 percent.
befektetes-bankThe company significantly exceeded expectations, dispelling doubts about the return on investment in AI projects.