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2026 July
The CHIPS Act Paradox: How Fabless Chipmakers Became Winners of the Tech War
The CHIPS Act was designed to strengthen US semiconductor manufacturing, yet the market rewarded fabless companies.
Stability, Capital, Renewal: What Could Shape Hungary’s Real Estate Market in 2026
Álmos Mikesy has once again been named among the Top 50 Real Estate Business Executives in Hungary.
2026 June
Labour Shortages in Central and Eastern Europe: A Temporary Constraint or a Structural Challenge?
Labour shortages eased since pre-2020, but pressures persist in CEE.
The Price of Dependency: When Washington Switches Off a Frontier AI Model
AI access is now a geopolitical risk investors cannot ignore.
ZONE Retail Park Completes Nationwide Rebranding Across 20 Locations
ZONE Retail Park is now a unified nationwide retail platform.
MOL’s planned NIS acquisition: a model for post-sanctions energy Europe?
MOL’s planned NIS deal could reshape Serbia’s energy security.
Budapest’s Office Market at a Crossroads: Policy Shifts, ESG Demand and AI Risk
Budapest offices face ESG demand, lower yields and AI-driven risk.
Bubbles and Champions – The Stock Market’s Perennial Stars from the Nifty Fifty to the Magnificent Seven
Every stock market era has its own “chosen ones”.
2026 May
European defense scaleups: who really benefits from ReArm Europe’s €800 billion?
Europe’s defense shift puts AI scaleups at the center of investor attention.
A New Era for Hungarian Real Estate: Market Realignment and Investor Outlook
Will foreign capital return to Hungarian real estate? An expert market outlook.
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Értesüljön híreinkről elsőként
A Gránit Alapkezelő befektetési és vagyonkezelési szakemberei által írt exkluzív, havi rendszerességű befektetői hírlevél – piacokról, gazdasági trendekről és mindenről, ami egy gránitos szerint izgalmas, fontos.