\nBursa de la Bucure\u015fti se bucur\u0103 de un context interna\u0163ional \u00eencurajator \u015fi de o evaluare \u00eenc\u0103 atractiv\u0103 a companiilor listate, ceea ce sus\u0163ine premisele pentru o continuare a trendului ascendent al pie\u0163ei, impulsionat inclusiv de reac\u0163ia favorabil\u0103 a investitorilor la recentele ajust\u0103ri fiscale anun\u0163ate de c\u0103tre Executiv. Acum, dup\u0103 cinci maxime istorice \u00eentr-o singur\u0103 s\u0103pt\u0103m\u00e2n\u0103, Adrian Dudu, director de investi\u0163ii la Certinvest, anticipeaz\u0103 o cre\u015ftere de dou\u0103 cifre pentru indicele de referin\u0163\u0103 BET \u00een urm\u0103toarele 6-12 luni.<\/p>\n
\n\u201ePerspectivele sunt bune, ca s\u0103 spun pe scurt. \u00cens\u0103 trebuie s\u0103 judec\u0103m indicii locali \u00een contextul mai larg al pie\u0163elor globale. \u00cen primul r\u00e2nd, vedem din acest punct de vedere o sus\u0163inere din partea pie\u0163elor americane, care \u00eenchid de c\u00e2teva s\u0103pt\u0103m\u00e2ni la noi maxime. Vedem totu\u015fi o performan\u0163\u0103 bun\u0103 \u015fi din partea ac\u0163iunilor europene \u2013 aici oarecum mai selectiv, dar contextul nu este unul nefavorabil\u201d, spune reprezentantul administratorului de fonduri.<\/p>\n
\nPia\u0163a local\u0103 a marcat cinci recorduri absolute \u00een tot at\u00e2tea \u015fedin\u0163e de s\u0103pt\u0103m\u00e2na trecut\u0103 prin indicele BET. Alte burse care au atins noi maxime \u00een ultima perioad\u0103 sunt cele din Statele Unite (prin S&P 500), Germania (DAX) \u015fi Ungaria (BUX); indicele paneuropean Stoxx 600 afi\u015feaz\u0103 \u00eentre timp un avans de 7% de la \u00eenceput de an, cu 10 procente sub BET.<\/p>\n
\n\u201eRom\u00e2nia este o pia\u0163\u0103 mai mic\u0103, o pia\u0163\u0103 de frontier\u0103 mai riscant\u0103 care performeaz\u0103 bine atunci c\u00e2nd avem un context favorabil la nivel global. Desigur, am avut \u015fi alegerile (preziden\u0163iale \u2013 n.r.) care au fost favorabile pie\u0163elor financiare locale. Avem \u015fi c\u00e2teva m\u0103suri care ajut\u0103 pia\u0163a, luate de guvernul recent instalat\u201d, continu\u0103 Adrian Dudu.<\/p>\n
\nLuna trecut\u0103, furnizorul global de indici MSCI a \u00eenceput s\u0103 clasifice Rom\u00e2nia drept Pia\u0163\u0103 de Frontier\u0103 Avansat\u0103, un nou pas \u00eenainte privind ob\u0163inerea statutului de pia\u0163\u0103 emergent\u0103. Promovarea reprezint\u0103 unul dintre principalele obiective ale operatorului BVB, care ar aduce intr\u0103ri substan\u0163iale de capital \u00een companiile rom\u00e2ne\u015fti listate \u015fi implicit \u00een economia na\u0163ional\u0103.<\/p>\n
\n\u201eDe asemenea, ac\u0163iunile rom\u00e2ne\u015fti nu sunt neap\u0103rat scumpe (…) Puse la un loc, toate acestea au rezultat \u00eentr-o performan\u0163\u0103 bun\u0103 care, dup\u0103 p\u0103rerea mea, ar putea s\u0103 continue. Dac\u0103 ne uit\u0103m la evolu\u0163ia din ultimii 10-15 ani, \u00eentr-un context similar, BET a crescut aproape \u00eentotdeauna cu 40-60% \u00eentr-o perioad\u0103 de unu-doi ani.\u201d<\/p>\n
\nIndicele BET \u2013 din structura c\u0103ruia fac parte cele mai lichide 20 de companii de la BVB \u2013 aproape \u015fi-a dublat valoarea \u00een mai pu\u0163in de trei ani: de la \u00eenceputul lui octombrie 2022, indicele a urcat de la 10.500 de puncte la aproximativ 20.000 de puncte \u00een prezent.<\/p>\n
\n\u201eDeja avem o apreciere de aproximativ 20% venind din minimele de la \u00eenceputul anului; s\u0103 spunem c\u0103, pornind din acest punct, am mai putea vedea un 20% \u00een urm\u0103toarele \u015fase luni-un an\u201d, adaug\u0103 reprezentantul Capital Point.<\/p>\n
\n <\/p>\n","protected":false},"excerpt":{"rendered":"
Bursa de la Bucure\u015fti se bucur\u0103 de un context interna\u0163ional \u00eencurajator \u015fi de o evaluare \u00eenc\u0103 atractiv\u0103 a companiilor listate, ceea ce sus\u0163ine premisele pentru o continuare a trendului ascendent al pie\u0163ei, impulsionat inclusiv de reac\u0163ia favorabil\u0103 a investitorilor la recentele ajust\u0103ri fiscale anun\u0163ate de c\u0103tre Executiv. Acum, dup\u0103 cinci maxime istorice \u00eentr-o singur\u0103 s\u0103pt\u0103m\u00e2n\u0103, […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[510],"tags":[13269,8444,427,306,201,534,342,246,7148,274,10021,32896,7724,60,13719],"class_list":["post-238654","post","type-post","status-publish","format-standard","hentry","category-actualitate","tag-administrator","tag-avans","tag-bet","tag-bucuresti","tag-companii","tag-context","tag-continuare","tag-crestere","tag-fonduri","tag-incepere","tag-indice","tag-indicele-bet","tag-indici","tag-piata","tag-sustinere"],"_links":{"self":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/238654","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=238654"}],"version-history":[{"count":1,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/238654\/revisions"}],"predecessor-version":[{"id":238682,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/238654\/revisions\/238682"}],"wp:attachment":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=238654"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=238654"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=238654"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}