The Warning Is Getting Louder: There Could Be Trouble with Expensive Stocks

Portfolio

Center

Factuality

Ownership

In this show, Áron and Viktor start from the seemingly boring FMCG sector and look at what you are actually buying when you buy Nestlé shares: coffee, chocolate, pet food, or a dose of Swiss franc exchange rate risk? Why has the company come under pressure, and how does the perception of a food giant that produces stable cash flow change in a higher interest rate environment? From there, they turn to the global bond markets, where the rise in Am…