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2026 August
The Next Big Test of the AI IPO Wave
AI IPOs will test whether trillion-dollar valuations hold up in public markets.
Can a State-Owned Enterprise Bring an Investment Treaty Claim?
The Place of State-Owned Enterprises in International Investment Law
Can Europe Catch Up in the Global Chip Race? How Far Will the European Chips Act 2.0 Go?
Europe may never dominate chip manufacturing by volume, but at a few critical chokepoints it remains impossible to replace – and that may matter more...
2026 July
The Island the World Economy Depends On: How Long Will the Silicon Shield Protect Taiwan?
Global efforts to diversify advanced chip production may make supply chains safer while weakening the strategic protection Taiwan derives from its ind...
Who Pays the Price of the Green Transition?
What happens when climate policy changes the economic foundations of an investment?
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.
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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.