Portfolio Checklist is the daily podcast of Portfolio, one of the most respected professional forums, where analysts and experts discuss the key economic and financial topics of the day.
Portfolio Checklist 2025. 04. 08.
US President Donald Trump's latest tariff package has also targeted the European luxury industry, but the situation is not dramatic. On the one hand, there were already tariffs on luxury goods in the US, on the other hand, consumer habits are very specific, and thirdly, the margins are significant - among other things, this was the topic discussed by Ilona Orbók, luxury industry expert and Managing Partner of BDO Hungary, on Tuesday's Portfolio Checklist. The expert warned, however, that the US is a key market for the luxury industry and the impact of tariffs can vary significantly from segment to segment and even brand to brand. ( Starting from 11:45.)
Portfolio Checklist 2025. 03. 18.
The second part of the show was about Donatella Versace leaving her position as creative director of Versace. Ilona Orbók, managing director of BDO Hungary and luxury industry expert, spoke about the reasons for the departure and the prospects for the once better days of the luxury brand.
Portfolio Checklist 2024. 07. 30.
The Hungarian economy is in recession - Ilona Orbók, Managing Partner of our firm, reports on the first quarter performance of the global luxury industry.
Ilona Orbók, a Managing Director and Partner at BDO Hungary, an international expert on global tax structuring, luxury industry analyst and investor, has a podcast of her own, Portfolio Checklist Hype. The show covers luxury industry news, trends and outlooks and is the most listened to podcast show in the country specifically dedicated to the luxury industry.