Emerging Europe Chart Pack Market rally loses its shine The rally in financial markets since the start of the year has lost some steam in recent weeks. Most stock markets have fallen by around 2-3% since the start of the month and most currencies lost a... 28th March 2012 · 1 min read
Emerging Europe Chart Pack Growth still slowing The raft of Q4 GDP data released over the past month showed that growth slowed pretty much everywhere in Emerging Europe. The Czech Republic became the first economy in the region to fall back into a... 23rd February 2012 · 1 min read
Emerging Europe Chart Pack Markets rally but economic data still gloomy The improvement in global risk appetite seen in recent weeks has ensured that financial markets across Emerging Europe have enjoyed a decent start to 2012. Yet we remain doubtful that this rebound can... 25th January 2012 · 1 min read
Emerging Europe Chart Pack Sliding back into recession The past month has brought further evidence – if any were needed – that Emerging Europe will not escape unscathed from the gathering storm in the euro-zone. Unsurprisingly, perhaps, the region’s most... 19th December 2011 · 1 min read
Emerging Europe Chart Pack Euro crisis starts to bite Despite the deepening crisis in the euro-zone, data released over the past month showed that growth accelerated in a number of countries in Emerging Europe in the third quarter of this year. Yet while... 22nd November 2011 · 1 min read
Emerging Europe Chart Pack Markets rebound, but growth slowing Financial markets in Emerging Europe have rebounded following this summer’s turmoil. Equity markets (Turkey aside) have rallied by around 8% or more this month, while the region’s currencies have... 28th October 2011 · 1 min read
Emerging Europe Chart Pack Markets battered as euro-crisis deepens The past couple of days have seen a rebound in the region’s financial markets, but this has reversed only a fraction of the losses seen over the past month. Most equity markets, for example, are still... 29th September 2011 · 1 min read
Emerging Europe Chart Pack Growth fears back with a bang Growth clouds are gathering over Emerging Europe. Leading indicators, such the manufacturing PMIs, have weakened across the board, growth in key export markets (notably Germany) is cooling and Q2 GDP... 25th August 2011 · 1 min read
Emerging Europe Chart Pack Inflation close to peaking Inflation is close to peaking in most countries in Emerging Europe. Indeed, it may already have done so in Russia. 29th July 2011 · 1 min read
Emerging Europe Chart Pack Running into external headwinds The economies of Emerging Europe are running into external headwinds. The most obvious of these is the deepening sovereign debt crisis in the euro-zone, which, despite the fact that Greece looks to... 1st July 2011 · 1 min read
Emerging Europe Chart Pack Few surprises in Q1 GDP; growth to slow in second half The raft of Q1 GDP data released earlier this month confirmed that the region’s economies are still expanding, but that the pace of growth remains disappointing, particularly given the depth of the... 26th May 2011 · 1 min read
Emerging Europe Chart Pack Markets shrug off concerns in the euro-zone Each successive stage of the euro-zone crisis has had a progressively smaller impact on financial markets in Emerging Europe, to the extent that this month’s bailout of Portugal barely registered on... 26th April 2011 · 1 min read
Emerging Europe Chart Pack Consumers still on the sidelines Another month, another set of data showing bumper industrial production growth. Turkish industry is leading the way and is now growing by close to 20% y/y. But most other countries in the region are... 31st March 2011 · 1 min read
Emerging Europe Chart Pack Recovery continues, but at a slower pace Q4 GDP data from across Emerging Europe show that the region’s recovery continued in the final months of last year. Of the economies that have reported data so far, all posted positive quarterly... 28th February 2011 · 1 min read
Emerging Europe Chart Pack Inflation concerns should fade in second half of 2011 Inflation is rapidly moving up the list of concerns for policymakers in Emerging Europe. It is now running above target in most of the region’s major economies, including Poland, Hungary, Romania and... 31st January 2011 · 1 min read
Emerging Europe Chart Pack A two speed 2011 2010 has been a year of recovery for Emerging Europe. This process should continue in 2011 but there are at least three important points for investors to bear in mind. First, growth is unlikely to... 21st December 2010 · 1 min read