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Børsmorgen & Økonominyhetene
Rec-utsettelse, NVE tror ikke på kraftunderskudd og Terje Nyborg om markedet
Jun 21, 2024
34:25
– Man trenger ikke regne en gang for å skjønne det, sier forvalter Terje Nyborg i NEF Kapitalforvaltning om hvorfor han har troen på aksjer som Yara og Subsea 7. Vi diskuterer det og om oppdrettsnæringen blir dratt ned av et kanadisk forbud. Det blir også mer om en ny utsettelse hos Rec, NVEs nye prognose om at vi ikke får et kraftunderskudd, samt OECDs råd om at vi bør kutte formuesskatten.
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