Hungarian Investors Sell Orbán-Tied Stocks as Opposition Gains Momentum

On Wednesday, a poll by Medián showed the opposition Tisza Party leading by 23 points among Hungarian voters. The forint strengthened, while stocks of OPUS Global and 4iG, companies linked to Prime Minister Viktor Orbán, fell sharply.

OPUS Global, tied to Orbán's friend Lőrinc Mészáros, dropped 35% from its summer peak. 4iG, connected to businessman Gellért Jászai, lost over 54% since November. Both companies operate across sectors with strong government ties.

The forint rose immediately after the poll, but later returned to previous levels. Investors anticipate potential EU fund access and fiscal improvement if the opposition wins.

Businessmen close to Orbán, including Mészáros and Matolcsy's son, are reportedly moving assets abroad. V-Híd, a state-contracted firm, is investigating a fund transfer from its account to a private one.

Orbán's son-in-law, István Tiborcz, moved to the US in 2025, mirroring past relocations during election periods.