Inflation, rentestigning og tech P/E
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Hvis us 10 year rente stiger til fx 2% eller 2,5%, hvor meget skal fx Apple og Microsoft P/E reduceres til? -hvis vi antager rentestigningen er den eneste forandret i forhold til den forventede fremtidige vækst.
Gratis gæt. Hvor højt tror I omtalte rente når op? Vil det være en midlertidig stigning i fx 1-2 år eller et løbende lidt højere niveau i mange år?
Tror I ikke at tech/growth aktier skal længere ned?
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Nej det tror jeg ikke den for lov til, der er alt for mange lande der ikke kan holde til, så centralbankerne skal nok holde den nogenlunde i ro
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