В момента е: Пет Апр 19, 2024 7:21 pm

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NYSE (daily chat)

Интересна идея - инвестирайте в роботика при очакаван дългосорчен недостиг на работна ръка. 

FT написа:Another winner could be robots, for their value in replacing workers during times of labour shortage. “Japanese robot manufacturers have got loads of orders,” he says.

https://www.ft.com/content/fc0afa0f-2397-40f8-bc29-b8506044b9f6



Друга интересна идея. Как да се предпазим от инфлация - ж.п. компании. (От тези имам доста голяма позиция в UNP.)

FT написа:So how to take account of inflation in choosing stocks? Edelsten counsels savers to focus on Asia, where there is “very, very little inflation”. He also recommends sectors which manage inflation well. Railways, for instance, where companies have proved adept at passing on price increases to consumers. He says: “They’ve been doing it for 100 years. In fact, they’re so good at it that generally they have to be regulated and told not to do so.”




#Robotics #LabourShortages #Inflation #RailwayCompanies
by Money
on Нед Дек 19, 2021 10:57 am
 
Search in: Investing & Trading
Тема: NYSE (daily chat)
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