Viktor Zsiday: it may be a good decision to hold near-cash holdings until the chaos ends

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Viktor Zsiday: it may be a good decision to hold near-cash holdings until the chaos ends

Thursday's broadcast of Portfolio Checklist is now available to listen to. In the first part of the show, we analyzed whether there is any guiding principle in Donald Trump's policies and what investors can do in this uncertain environment. Our guest was Viktor Zsiday, portfolio manager at Citadella Alapkezelő. In the second part, we analyzed the latest industrial data with János Nagy, macroeconomic analyst at Erste.