I höst, tror Robert Oldstrand, aktiestrateg på Swedbank

 


I höst, tror Robert Oldstrand, aktiestrateg på Swedbank, på en återhämtning, bland annat tack vare en starkare krona.

Framöver tror Oldstrand att även Stockholmsbörsen kan sätta nya rekord – framför allt om marknaden börjar tro på en ljusare framtid för världsekonomin. Han tror att Stockholmsbörsen kan stiga med 10 procent i år – så här långt har den bara stigit med runt 2 procent.

Stockholmsbörsens index med 30 storbolag handlas fortfarande runt 7 procent lägre än toppen före Trumps tullar.  

Bakom skiftet finns flera förklaringar. En är Stockholmsbörsens många exportberoende bolag, menar SEB:s aktiestrateg Esbjörn Lundevall. 

– När kronan stärks påverkar det många av bolagen på Stockholmsbörsen negativt, konstaterar SEB:s aktiestrateg Esbjörn Lundevall.

https://www.svd.se/a/JbmBV6/aktieproffs-spar-nya-rekord-for-stockholmsborsen





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