{"id":165516,"date":"2026-04-14T13:38:31","date_gmt":"2026-04-14T13:38:31","guid":{"rendered":"https:\/\/friss-hirek.hu\/index.php\/a-jp-morgan-es-a-morgan-stanley-is-a-magyar-piac-kivalo-kilatasairol-beszel-magyarorszagon-a-befektetesi-vilag-szeme\/friss-hirek\/"},"modified":"2026-04-14T13:38:31","modified_gmt":"2026-04-14T13:38:31","slug":"a-jp-morgan-es-a-morgan-stanley-is-a-magyar-piac-kivalo-kilatasairol-beszel-magyarorszagon-a-befektetesi-vilag-szeme","status":"publish","type":"post","link":"https:\/\/friss-hirek.hu\/index.php\/a-jp-morgan-es-a-morgan-stanley-is-a-magyar-piac-kivalo-kilatasairol-beszel-magyarorszagon-a-befektetesi-vilag-szeme\/uzlet\/","title":{"rendered":"A JP Morgan \u00e9s a Morgan Stanley is a magyar piac kiv\u00e1l\u00f3 kil\u00e1t\u00e1sair\u00f3l besz\u00e9l, Magyarorsz\u00e1gon a befektet\u00e9si vil\u00e1g szeme"},"content":{"rendered":"<p><strong>A korm\u00e1nyv\u00e1lt\u00e1s hatalmas pozit\u00edv v\u00e1ltoz\u00e1st hoz a magyar gazdas\u00e1g kil\u00e1t\u00e1saiba, ezt pedig az elemz\u0151k sem hagyj\u00e1k sz\u00f3 n\u00e9lk\u00fcl.<\/strong><\/p><div id=\"friss-2699045866\" class=\"friss-etarget friss-entity-placement\"><script type=\"text\/javascript\" id=\"etargetScript7a9b589f63cb072bef80df221f46a22b\">function etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b(){var e=\"etargetPostload7a9b589f63cb072bef80df221f46a22b\",t=\"etargetScript7a9b589f63cb072bef80df221f46a22b\",o=document.getElementById(e);if(o){for(var n=o.offsetTop,d=o.offsetLeft,r=o.offsetWidth,a=o.offsetHeight;o.offsetParent;)o=o.offsetParent,n+=o.offsetTop,d+=o.offsetLeft;var i=(n<=window.pageYOffset+window.innerHeight&&d<window.pageXOffset+window.innerWidth&&n+a>window.pageYOffset&&d+r>window.pageXOffset);if(i&&etargetAllowOtherCheck){allowed=!1;var c=document.createElement(\"script\");return c.src=\"\/\/hu.search.etargetnet.com\/generic\/uni.php?g=ref:58661,area:700x210\",void(document.getElementById(t)&&document.getElementById(e)&&(document.getElementById(t).parentNode.appendChild(c),document.getElementById(t).parentNode.removeChild(document.getElementById(t)),document.getElementById(e).parentNode.removeChild(document.getElementById(e)),document.removeEventListener(\"scroll\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.removeEventListener(\"resize\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.removeEventListener(\"DOMContentLoaded\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b)))}}}var etargetDivID=\"etargetPostload7a9b589f63cb072bef80df221f46a22b\",etargetScriptID=\"etargetScript7a9b589f63cb072bef80df221f46a22b\",etargetPostloadPoint=document.createElement(\"div\");etargetPostloadPoint.id=etargetDivID;var etargetCurScript=document.getElementById(etargetScriptID);etargetCurScript.parentNode.appendChild(etargetPostloadPoint),document.addEventListener(\"scroll\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.addEventListener(\"resize\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.addEventListener(\"DOMContentLoaded\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b);var etargetAllowOtherCheck=!0;if(typeof(\"forceRunPostload\")==\"string\"){etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b()}<\/script><\/div>\n<p><strong>Mi t\u00f6rt\u00e9nt? <\/strong>A nemzetk\u00f6zi befektet\u0151k hatalmas optimizmussal tekintenek Magyar P\u00e9ter minisztereln\u00f6ks\u00e9ge el\u00e9, a befektet\u0151i k\u00f6z\u00f6ss\u00e9g ugyanis egy\u00e9rtelm\u0171en piacbar\u00e1t l\u00e9p\u00e9seket v\u00e1r a Tisza-korm\u00e1nyt\u00f3l, a k\u00e9tharmados felhatalmaz\u00e1s birtok\u00e1ban pedig a l\u00e9p\u00e9sek megval\u00f3s\u00edt\u00e1sa csak a sz\u00e1nd\u00e9kon m\u00falik, \u00edrja a <a href=\"https:\/\/www.reuters.com\/business\/investors-size-up-landmark-new-chapter-hungary-post-orban-2026-04-14\/\">Reuters<\/a>. <\/p>\n<div class=\"related-post-links\">\n<p>\t\t<span class=\"related-post-links__title minititle\">T\u00f6bb ebb\u0151l<\/span><\/p>\n<div class=\"related-post-links__link-wrapper\">\n\t\t\t\t<a href=\"https:\/\/forbes.hu\/penz\/otp-ner-reszvenyek-valasztas\/\" class=\"related-post-links__link\">\u00d6sszeomlottak a NER-es c\u00e9gek r\u00e9szv\u00e9nyei, az OTP sz\u00e1m\u00e1ra a hat\u00e1r a csillagos \u00e9g. A piac m\u00e1ris \u00edt\u00e9letet mondott a korm\u00e1nyv\u00e1lt\u00e1sr\u00f3l<\/a>\n\t\t\t<\/div>\n<\/div>\n<p><strong>R\u00e9szletek. <\/strong>A h\u00edr\u00fcgyn\u00f6ks\u00e9g tudos\u00edt\u00e1sa kiemeli, a Tisza \u00e1ltal meg\u00edg\u00e9rt jog\u00e1llamis\u00e1gi \u00e9s struktur\u00e1lis reformok felszabad\u00edthatj\u00e1k a Magyarorsz\u00e1gnak j\u00e1r\u00f3, egyel\u0151re befagyasztott k\u00f6zel 20 milli\u00e1rd eur\u00f3s t\u0151keinjekci\u00f3t, ami egymag\u00e1ban 1-1,5%-ot adhatna hozz\u00e1 a GDP-n\u00f6veked\u00e9shez a Morgan Stanley sz\u00e1m\u00edt\u00e1sai szerint. A kil\u00e1t\u00e1sok javul\u00e1sa tov\u00e1bb gerjesztheti az <a href=\"https:\/\/forbes.hu\/penz\/otp-ner-reszvenyek-valasztas\/\">egy\u00e9bk\u00e9nt is kiv\u00e1l\u00f3 befektet\u0151i hangulatot<\/a>, ami tov\u00e1bbi t\u0151kebe\u00e1raml\u00e1st id\u00e9zhet el\u0151 a magyar piacon a szak\u00e9rt\u0151k szerint.<\/p>\n<p><strong>Kontextus. <\/strong>A Morgan Stanley nincs egyed\u00fcl optimizmus\u00e1val, a PGIM fejl\u0151d\u0151 piaci vezet\u0151 elemz\u0151je, Magdalena Polan \u00fagy fogalmazott, \u201e\u2026\u00faj fejezet ny\u00edlt Magyarorsz\u00e1g el\u0151tt, ez pedig hatalmas lehet\u0151s\u00e9g a befektet\u0151k sz\u00e1m\u00e1ra.\u201d A JP Morgan pedig az EU-val val\u00f3 kapcsolat javul\u00e1s\u00e1nak j\u00f3 es\u00e9lyeit emelte ki, v\u00e9lem\u00e9ny\u00fck szerint a p\u00e1rbesz\u00e9d megindul\u00e1sa \u00e9s a reformsz\u00e1nd\u00e9k komolys\u00e1ga m\u00e1r el\u00e9g lehet ahhoz, hogy meginduljanak a megbesz\u00e9l\u00e9sek a kifiezt\u00e9sek megind\u00edt\u00e1s\u00e1r\u00f3l is. <\/p>\n<p><strong>Mit jelent ez a gyakorlatban?<\/strong> Magyar P\u00e9ter h\u00e9tf\u0151i nemzetk\u00f6zi sajt\u00f3t\u00e1j\u00e9koztat\u00f3j\u00e1n is sokat besz\u00e9lt az EU-s forr\u00e1sokr\u00f3l, \u00e9s nem v\u00e9letlen\u00fcl, a GDP 10%-\u00e1ra r\u00fag\u00f3 vagyont\u00f6meg be\u00e1raml\u00e1sa kulcsfontoss\u00e1g\u00fa lehet a gazdas\u00e1g talpra\u00e1ll\u00edt\u00e1sa szempontj\u00e1b\u00f3l. A Tisza m\u00e1r a kamp\u00e1ny sor\u00e1n is <a href=\"https:\/\/forbes.hu\/penz\/a-kata-adozas-visszateresetol-az-uj-adorendszerig-ezt-igeri-a-tisza\/\">kulcsk\u00e9rd\u00e9sk\u00e9nt kezelte a t\u00e9m\u00e1t<\/a>, a p\u00e1rt t\u00f6rekv\u00e9seit pedig Ursula von der Leyen is \u00e9rt\u00e9kelte, a napokban a <a href=\"https:\/\/hu.euronews.com\/my-europe\/2026\/04\/13\/von-der-leyen-gyors-elorelepest-celoz-meg-magyar-peterrel\">gyors el\u0151rel\u00e9p\u00e9st<\/a> c\u00e9lozta meg a hamarosan fel\u00e1ll\u00f3, \u00faj magyar korm\u00e1nnyal val\u00f3 t\u00e1rgyal\u00e1sokban. <\/p>\n<p><!-- No email blocks found --><\/p>\n<p>The post <a href=\"https:\/\/forbes.hu\/penz\/befektetes-elemzok-magyar-piac\/\">A JP Morgan \u00e9s a Morgan Stanley is a magyar piac kiv\u00e1l\u00f3 kil\u00e1t\u00e1sair\u00f3l besz\u00e9l, Magyarorsz\u00e1gon a befektet\u00e9si vil\u00e1g szeme<\/a> appeared first on <a href=\"https:\/\/forbes.hu\/\">Forbes.hu<\/a>.<\/p><div id=\"friss-2447582808\" class=\"friss-etarget-cikk-vege friss-entity-placement\"><script type=\"text\/javascript\" id=\"etargetScript7a9b589f63cb072bef80df221f46a22b\">function etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b(){var e=\"etargetPostload7a9b589f63cb072bef80df221f46a22b\",t=\"etargetScript7a9b589f63cb072bef80df221f46a22b\",o=document.getElementById(e);if(o){for(var n=o.offsetTop,d=o.offsetLeft,r=o.offsetWidth,a=o.offsetHeight;o.offsetParent;)o=o.offsetParent,n+=o.offsetTop,d+=o.offsetLeft;var i=(n<=window.pageYOffset+window.innerHeight&&d<window.pageXOffset+window.innerWidth&&n+a>window.pageYOffset&&d+r>window.pageXOffset);if(i&&etargetAllowOtherCheck){allowed=!1;var c=document.createElement(\"script\");return c.src=\"\/\/hu.search.etargetnet.com\/generic\/uni.php?g=ref:58661,area:700x210\",void(document.getElementById(t)&&document.getElementById(e)&&(document.getElementById(t).parentNode.appendChild(c),document.getElementById(t).parentNode.removeChild(document.getElementById(t)),document.getElementById(e).parentNode.removeChild(document.getElementById(e)),document.removeEventListener(\"scroll\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.removeEventListener(\"resize\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.removeEventListener(\"DOMContentLoaded\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b)))}}}var etargetDivID=\"etargetPostload7a9b589f63cb072bef80df221f46a22b\",etargetScriptID=\"etargetScript7a9b589f63cb072bef80df221f46a22b\",etargetPostloadPoint=document.createElement(\"div\");etargetPostloadPoint.id=etargetDivID;var etargetCurScript=document.getElementById(etargetScriptID);etargetCurScript.parentNode.appendChild(etargetPostloadPoint),document.addEventListener(\"scroll\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.addEventListener(\"resize\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.addEventListener(\"DOMContentLoaded\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b);var etargetAllowOtherCheck=!0;if(typeof(\"forceRunPostload\")==\"string\"){etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b()}<\/script><\/div><div id=\"friss-3672143817\" class=\"friss-after-content friss-entity-placement\"><script type=\"text\/javascript\" id=\"etargetScript7a9b589f63cb072bef80df221f46a22b\">function etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b(){var e=\"etargetPostload7a9b589f63cb072bef80df221f46a22b\",t=\"etargetScript7a9b589f63cb072bef80df221f46a22b\",o=document.getElementById(e);if(o){for(var n=o.offsetTop,d=o.offsetLeft,r=o.offsetWidth,a=o.offsetHeight;o.offsetParent;)o=o.offsetParent,n+=o.offsetTop,d+=o.offsetLeft;var i=(n<=window.pageYOffset+window.innerHeight&&d<window.pageXOffset+window.innerWidth&&n+a>window.pageYOffset&&d+r>window.pageXOffset);if(i&&etargetAllowOtherCheck){allowed=!1;var c=document.createElement(\"script\");return c.src=\"\/\/hu.search.etargetnet.com\/generic\/uni.php?g=ref:58661,area:700x210\",void(document.getElementById(t)&&document.getElementById(e)&&(document.getElementById(t).parentNode.appendChild(c),document.getElementById(t).parentNode.removeChild(document.getElementById(t)),document.getElementById(e).parentNode.removeChild(document.getElementById(e)),document.removeEventListener(\"scroll\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.removeEventListener(\"resize\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.removeEventListener(\"DOMContentLoaded\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b)))}}}var etargetDivID=\"etargetPostload7a9b589f63cb072bef80df221f46a22b\",etargetScriptID=\"etargetScript7a9b589f63cb072bef80df221f46a22b\",etargetPostloadPoint=document.createElement(\"div\");etargetPostloadPoint.id=etargetDivID;var etargetCurScript=document.getElementById(etargetScriptID);etargetCurScript.parentNode.appendChild(etargetPostloadPoint),document.addEventListener(\"scroll\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.addEventListener(\"resize\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.addEventListener(\"DOMContentLoaded\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b);var etargetAllowOtherCheck=!0;if(typeof(\"forceRunPostload\")==\"string\"){etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b()}<\/script><\/div><div id=\"friss-3118323714\" class=\"friss-after-content_2 friss-entity-placement\" style=\"clear: both;\"><div class=\"wprss_ajax\" data-id=\"rss78cf01968b\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/friss-hirek.hu\/wp-content\/plugins\/wp-rss-retriever\/inc\/imgs\/ajax-loader.gif\" alt=\"Loading RSS Feed\" width=\"16\" height=\"16\"><\/div><\/div><br style=\"clear: both; display: block; float: none;\"\/><div id=\"friss-848184936\" class=\"friss-after-content_3 friss-entity-placement\">https:\/\/www.youtube.com\/watch?v=Pdnw4KiUWp0<\/div>","protected":false},"excerpt":{"rendered":"<p>A korm\u00e1nyv\u00e1lt\u00e1s hatalmas pozit\u00edv v\u00e1ltoz\u00e1st hoz a magyar gazdas\u00e1g kil\u00e1t\u00e1saiba, ezt pedig az elemz\u0151k sem hagyj\u00e1k sz\u00f3 n\u00e9lk\u00fcl. Mi t\u00f6rt\u00e9nt? A nemzetk\u00f6zi befektet\u0151k hatalmas optimizmussal tekintenek Magyar P\u00e9ter minisztereln\u00f6ks\u00e9ge el\u00e9, a befektet\u0151i k\u00f6z\u00f6ss\u00e9g ugyanis egy\u00e9rtelm\u0171en piacbar\u00e1t l\u00e9p\u00e9seket v\u00e1r a Tisza-korm\u00e1nyt\u00f3l, a k\u00e9tharmados felhatalmaz\u00e1s birtok\u00e1ban pedig a l\u00e9p\u00e9sek megval\u00f3s\u00edt\u00e1sa csak a sz\u00e1nd\u00e9kon m\u00falik, \u00edrja a Reuters. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-165516","post","type-post","status-publish","format-standard","hentry","category-uzlet"],"amp_enabled":true,"_links":{"self":[{"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/posts\/165516","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/comments?post=165516"}],"version-history":[{"count":0,"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/posts\/165516\/revisions"}],"wp:attachment":[{"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/media?parent=165516"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/categories?post=165516"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/tags?post=165516"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}