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2026 October

2026. 10. 16.
Analysis
Luxembourg or Abu Dhabi? How Global Fund Management Is Changing
How Luxembourg and Abu Dhabi serve different roles in global fund management.
2026 September

2026. 09. 29.
News
Gránit Asset Management expands ZONE Retail Park in Budakeszi with 4,300 sqm development
ZONE expands in Budakeszi with 4,293 sqm of new retail space.

2026. 09. 21.
Analysis
Record After Record, Paid for With Borrowed Money
AI demand is booming, but financing may become the next bottleneck.
2026 August

2026. 08. 31.
Analysis
The Next Big Test of the AI IPO Wave
AI IPOs will test whether trillion-dollar valuations hold up in public markets.

2026. 08. 28.
Analysis
Can a State-Owned Enterprise Bring an Investment Treaty Claim?
The Place of State-Owned Enterprises in International Investment Law

2026. 08. 18.
Analysis
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
2026. 07. 29.
Analysis
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...

2026. 07. 23.
Analysis
Who Pays the Price of the Green Transition?
What happens when climate policy changes the economic foundations of an investment?

2026. 07. 21.
Analysis
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.

2026. 07. 16.
News
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.
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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.