HomeLifestyleRetailPaul Golding Covers Visa (V) Earnings
Paul Golding Covers Visa (V) Earnings

Paul Golding, Lifestyle and Payments Analyst at Macquarie Group, discusses the increase in transaction and payment volumes, which are up 16% over 2019 levels. He says there has been credit improvement and the digital piece is becoming very structural. Macquarie has an outperform rating on Visa's stock with a price target of $265 up from $245. Next he discusses Mastercard ahead of earnings and points out that Mastercard has emerging markets and consulting businesses.

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