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2026 June
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.
Equilibrium office transactions bring prestigious recognition to Gránit Asset Management
Gránit wins Investment Deal of the Year for Bucharest’s Equilibrium offices.
2026 April
The New Challenges of the Digital Economy and International Investment Protection
How the digital economy is rewriting investment protection
The exponential energy demand of AI and a nuclear renaissance
AI’s energy hunger is turning nuclear power into a strategic asset.
2026 March
Cheap Drones, Costly Defense: The Economic Trap of Modern Warfare
Cheap attacks, costly defense: modern warfare is becoming a financing problem.
Why Would Elon Musk Build Data Centers in Space? The AI Era and Energy as the Real Bottleneck
Many people treat the AI boom only as a chip story, but in reality, the binding constraints are often electricity, grid connection, cooling, and the r...
5B Strategy: Gránit AM’s CEE blueprint for the next yield cycle
Álmos Mikesy on Gránit AM’s 5B CEE strategy, premium offices, risk and entry timing.
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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.