Wall Street<\/a>, investo\u0159i se k ni\u010demu nemaj\u00ed prakticky u\u017e od \u0159\u00edjna a vedou na parketu cosi ve stylu \u017eabomy\u0161\u00edch v\u00e1lek naroubovan\u00fdch na sv\u011bt medv\u011bd\u016f a b\u00fdk\u016f. Efekt konfliktu nicm\u00e9n\u011b zn\u00e1t je a je o n\u011bco intenzivn\u011bj\u0161\u00ed ne\u017e v p\u0159\u00edpad\u011b Izraele: ze sv\u00e9ho \u00fanorov\u00e9ho maxima odepsal S&P 500 necel\u00fdch p\u011bt procent. A kdo zat\u00edm na v\u00e1lce prod\u011blal nejv\u00edc?<\/p>\nAsi nep\u0159ekvap\u00ed, \u017ee nejv\u00edce trat\u00ed \u00cdr\u00e1n. Tamn\u00ed index Tedpix u\u017e sv\u00fdm v\u00fdvojem v\u00e1lku p\u0159edv\u00eddal zhruba od poloviny ledna a zhruba do z\u00e1v\u011bru \u00fanora spadl o necelou p\u011btinu. Nyn\u00ed je trh v Teher\u00e1nu podle dostupn\u00fdch dat z\u0159ejm\u011b uzav\u0159en\u00fd. Te\u010f ale p\u0159ejd\u011bme k region\u016fm, kter\u00e9 se k propadu sv\u00fdch burz p\u0159ipletly prakticky jako slep\u00ed k housl\u00edm. Toti\u017e ke Spojen\u00fdm arabsk\u00fdm emir\u00e1t\u016fm a.. Evrop\u011b.\u00a0<\/p>\n
Nejv\u00edc trat\u00ed Evropa<\/p>\n
Osmn\u00e1ctiprocentn\u00ed propad Dubajsk\u00e9 burzy pochopiteln\u011b odr\u00e1\u017e\u00ed reputa\u010dn\u00ed erozi, kterou „byznyspl\u00e1n“ emir\u00e1tu zalo\u017een\u00e9ho na turismu a investorsk\u00e9m optimismu b\u011bhem konfliktu proch\u00e1z\u00ed. „Jen“ jeden\u00e1ctiprocentn\u00ed pokles Ab\u00fa Zab\u00ed zase v\u00edce reflektuje hlavn\u00ed fundament emir\u00e1tu, kter\u00fd je p\u0159ece jen podstatn\u011b stabiln\u011bj\u0161\u00ed: ropa. A kone\u010dn\u011b je tu region, kter\u00fd se konfliktu tak \u010di onak ne\u00fa\u010dastn\u00ed v\u016fbec, nicm\u00e9n\u011b jako celek je bita propadem o osm procent. T\u00edm je pochopiteln\u011b Evropa optikou indexu Euro Stoxx 600. Osmiprocentn\u00ed pokles indexu od konce \u00fanora je pochopiteln\u011b pr\u016fm\u011brem, v praxi najdeme aktu\u00e1ln\u011b t\u00e9m\u011b\u0159 \u0161est des\u00edtek titul\u016f, kter\u00e9 nov\u00e9 ohnisko geopolitick\u00fdch probl\u00e9m\u016f smetlo o dvacet a v\u00edce procent dol\u016f. Nem\u00e1 smysl zde fr\u00e1zovit\u011b zd\u016fraz\u0148ovat, \u017ee teprve a\u017e \u010das uk\u00e1\u017ee, zda byl sou\u010dasn\u00fd pokles slevou, nebo se stane nov\u00fdm norm\u00e1lem.\u00a0<\/p>\n
St\u00e1le je tu ov\u0161em hrateln\u00e1 nad\u011bje, \u017ee v duchu pragmatismu \u00edr\u00e1nsk\u00fd konflikt skon\u010d\u00ed relativn\u011b brzo a zlov\u011bstn\u00fd tr\u017en\u00ed v\u00fdvoj se obr\u00e1t\u00ed. Pr\u00e1v\u011b touto nad\u011bj\u00ed bude \u017eiv dne\u0161n\u00ed text, konkr\u00e9tn\u011b seznam n\u011bkolika evropsk\u00fdch akci\u00ed, kter\u00e9 investo\u0159i v posledn\u00edm m\u011bs\u00edci prakticky odepsali v hr\u016fze z toho, co m\u016f\u017ee nastat, a to se st\u00e1le \u017eivou vzpom\u00ednkou na energetickou krizi v roce 2022. Pod\u00edv\u00e1me se dnes na patero akci\u00ed z rodiny p\u011bti set nejv\u011bt\u0161\u00edch evropsk\u00fdch firem, kter\u00e9 za posledn\u00ed m\u011bs\u00edc ztratily a\u017e \u010dty\u0159icet procent. A p\u0159itom je z jejich byznysu zn\u00e1t stopa nad\u011bje, a t\u00edm p\u00e1dem i potenci\u00e1ln\u00edho obratu za situace, kdy se geopolitika stane o chlup m\u00e9n\u011b pal\u010div\u00fdm t\u00e9matem, ne\u017e je pr\u00e1v\u011b nyn\u00ed. Poj\u010fme na v\u011bc, p\u0159inejmen\u0161\u00edm se sezn\u00e1m\u00edme s n\u011bkolika poutav\u00fdmi byznysov\u00fdmi p\u0159\u00edb\u011bhy.\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"Jak\u00fd je aktu\u00e1ln\u00ed rozd\u00edl mezi Bl\u00edzk\u00fdm v\u00fdchodem a Evropou? Pocitov\u011b samoz\u0159ejm\u011b obrovsk\u00fd, burzovn\u00ed optikou se ale valn\u00e1 \u010d\u00e1st…\n","protected":false},"author":2,"featured_media":31470,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[412,4495,109,108,106,13589,808,1117,12101,13590,645,13591],"class_list":{"0":"post-31469","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-evropa","8":"tag-akcie","9":"tag-blizky-vychod","10":"tag-europa","11":"tag-europe","12":"tag-evropa","13":"tag-gyorgy-fischer","14":"tag-iran","15":"tag-obet","16":"tag-tel-aviv","17":"tag-thyssenkrupp","18":"tag-valka","19":"tag-wienerberger"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@cz\/116268077190974953","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/31469","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/comments?post=31469"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/31469\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media\/31470"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media?parent=31469"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/categories?post=31469"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/tags?post=31469"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}