\nBursa de la Bucure\u015fti a urmat \u00een 2025 o evolu\u0163ie proprie fa\u0163\u0103 de pie\u0163ele externe, remarc\u0103 Lucian Isac, CEO al casei de brokeraj Estinvest. Investitorii institu\u0163ionali, locali \u015fi str\u0103ini, \u015fi-au concentrat aten\u0163ia asupra c\u00e2torva emiten\u0163i importan\u0163i, indic\u00e2nd fluxuri selective de capital. \u00cens\u0103 pentru ca banii s\u0103 continue s\u0103 vin\u0103 \u00een pia\u0163\u0103, este nevoie de predictibilitate la nivel politic.<\/p>\n
\n\u201eNe uit\u0103m la o situa\u0163ie geopolitic\u0103 destul de tensionat\u0103, at\u00e2t \u00een Europa, unde r\u0103zboiul din Ucraina se tot prelunge\u015fte, c\u00e2t \u015fi \u00een Statele Unite, unde se pare c\u0103 s-a rezolvat blocajul guvernului. Deci pie\u0163ele sunt \u00eentr-o perioad\u0103 tensionat\u0103, de\u015fi, culmea, se afl\u0103 pe maxime\u201d, subliniaz\u0103 Isac.<\/p>\n
\nO analiz\u0103 recent realizat\u0103 de ZF arat\u0103 c\u0103, \u00een 2025, Bursa de la Bucure\u015fti se situeaz\u0103 pe locul al doilea \u00een Europa \u00een func\u0163ie de randamentul total al indicelui principal, incluz\u00e2nd dividendele. Performan\u0163a pozitiv\u0103 a venit \u00eentr-un an marcat de perioade de corec\u0163ie, dar \u00een care indicii bursieri au reflectat un optimism ridicat al investitorilor privind perspectivele economiei.<\/p>\n
\nPrimele sc\u0103deri au fost determinate de taxele vamale impuse de pre\u015fedintele american Donald Trump, iar al doilea recul a survenit \u00een contextul incertitudinii generate de alegerile preziden\u0163iale din Rom\u00e2nia. Dup\u0103 turul al doilea, pia\u0163a a revenit pe cre\u015ftere, sus\u0163inut\u0103 de rezultate financiare solide ale unor emiten\u0163i din structura BET, rebalansarea indicilor FTSE \u015fi rapoartele trimestriale \u015fi semestriale \u00een mare parte conforme cu a\u015ftept\u0103rile pie\u0163ei.<\/p>\n
\n\u201ePia\u0163a rom\u00e2neasc\u0103 s-a decuplat oarecum de pie\u0163ele externe, \u00een primul r\u00e2nd pe fondul banilor mul\u0163i care vin c\u0103tre noi, at\u00e2t investitori institu\u0163ionali rom\u00e2ni \u2013 aici m\u0103 refer la Pilonul 2 \u2013, c\u00e2t \u015fi institu\u0163ionali str\u0103ini. Se vede acest lucru \u00een volumele primilor trei-cinci emiten\u0163i cei mai tranzac\u0163iona\u0163i, cu volume consistente, ceea ce m\u0103 face s\u0103 cred c\u0103 sunt fonduri care iau pozi\u0163ii aici\u201d, continu\u0103 reprezentantul Estinvest.<\/p>\n
\nInvestitorii institu\u0163ionali \u015fi-au f\u0103cut sim\u0163it\u0103 prezen\u0163a inclusiv \u00een oferta de listare derulat\u0103 de Cris-Tim Family Holding, care include celebrul produc\u0103tor de mezeluri. NN Pensii, cel mai mare fond de pensii private din Rom\u00e2nia, a intrat \u00een ac\u0163ionariat cu o investi\u0163ie de 100 mil. lei, iar Banca European\u0103 de Reconstruc\u0163ie \u015fi Dezvoltare (BERD) a investit 67 mil. lei.<\/p>\n
\n\u201eDeci sunt bani \u00een Rom\u00e2nia \u015fi cred c\u0103 vor fi aloca\u0163i \u015fi mai mult \u00een anul care vine. Singura condi\u0163ie, dup\u0103 p\u0103rerea mea, este o stabilitate la nivel guvernamental \u2013 un deziderat al tuturor, nu doar al pie\u0163ei de capital, astfel \u00eenc\u00e2t Rom\u00e2nia s\u0103 intre pe un f\u0103ga\u015f normal\u201d, mai spune CEO-ul.<\/p>\n
\n <\/p>\n","protected":false},"excerpt":{"rendered":"
Bursa de la Bucure\u015fti a urmat \u00een 2025 o evolu\u0163ie proprie fa\u0163\u0103 de pie\u0163ele externe, remarc\u0103 Lucian Isac, CEO al casei de brokeraj Estinvest. Investitorii institu\u0163ionali, locali \u015fi str\u0103ini, \u015fi-au concentrat aten\u0163ia asupra c\u00e2torva emiten\u0163i importan\u0163i, indic\u00e2nd fluxuri selective de capital. \u00cens\u0103 pentru ca banii s\u0103 continue s\u0103 vin\u0103 \u00een pia\u0163\u0103, este nevoie de predictibilitate […]<\/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":[82,306,7216,368,466,125,35085,342,8337,60,220,98,13631,464],"class_list":["post-242122","post","type-post","status-publish","format-standard","hentry","category-actualitate","tag-bani","tag-bucuresti","tag-bursa","tag-burse","tag-capital","tag-ceo","tag-climat","tag-continuare","tag-evolutie","tag-piata","tag-politica","tag-romania","tag-stabilitate","tag-viitor"],"_links":{"self":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/242122","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=242122"}],"version-history":[{"count":0,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/242122\/revisions"}],"wp:attachment":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=242122"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=242122"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=242122"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}