Visa and Mastercard Poised for Growth Despite Inflation
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Inflation rates are rising slightly, proving more resilient than expected. Investors should position portfolios accordingly.
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Visa and Mastercard can thrive during inflation as payment networks that collect fees as a percentage of transaction values.
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Visa and Mastercard have seen remarkable growth since the 2000s, only slowed by occasional crises muting consumer spending.
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Both companies will benefit from inflation driving revenue growth and the broader global shift away from cash payments.
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Visa and Mastercard are poised to generate great long-term returns through double-digit revenue growth and share repurchases boosting earnings per share.