Europe Commercial Property Update Capital value growth outlook still weak in Budapest and Bucharest Q4’s rebound in all-property capital values in Budapest and Bucharest is unlikely to mark the start of a rapid recovery. Indeed, weak economic growth prospects argue against a near-term recovery in... 29th March 2011 · 1 min read
Emerging Europe Economic Outlook Growth to slow in the second half The recovery in Emerging Europe remains broadly on track. GDP growth rates are likely to prove solid, if not spectacular, in a number of countries over the coming years with Turkey, Poland and, in the... 24th March 2011 · 1 min read
Europe Commercial Property Update Hungarian and Romanian commercial property markets to lag behind The latest RICS global survey presents a more optimistic outlook for capital value growth in Hungary and Romania than our current forecasts imply. But we think that surveyors may be overstating the... 21st February 2011 · 1 min read
Emerging Europe Economics Update Czech policymakers turn hawkish The hawkish comments that accompanied today’s decision to leave Czech interest rates unchanged have pushed the koruna above 24/euro for the first time since October 2008. But while the chances of an... 3rd February 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
Emerging Europe Economics Update Monetary policy to get creative in 2011 For much of Emerging Europe growth concerns continue to outweigh inflation worries. Accordingly, monetary policy will remain accommodative in most countries next year. The exception to this is Turkey... 14th December 2010 · 1 min read
Emerging Europe Economic Outlook Recovery continues but divergences set to widen in 2011 Emerging markets as a whole are likely to outperform the developed world by a wide margin over the next couple of years but Emerging Europe is still facing a twin speed recovery. While some economies... 8th December 2010 · 1 min read
Emerging Europe Chart Pack Q3 GDP data reaffirm twin speed recovery (Nov 10) Emerging markets as a whole are likely to outperform the developed world by a wide margin over the next couple of years, but Emerging Europe is still facing a twin speed recovery. This was borne out... 30th November 2010 · 1 min read
Emerging Europe Economics Update Polish MPC split down the middle The acceleration in headline inflation seen across Emerging Europe in recent months has been driven predominantly by a rise in food prices. This follows droughts in Russia and widespread flooding... 17th November 2010 · 1 min read
Emerging Europe Chart Pack 'Currency wars' bypass Emerging Europe (Oct 10) Concerns that a rapid influx of capital into emerging markets may sow the seeds of the next bubble do not really apply in Eastern Europe. This is because, so far, at least, capital inflows to the... 29th October 2010 · 1 min read
Emerging Europe Economics Update Turkey steps up its 'exit strategy' (Oct 10) It has been a long time coming, but policymakers in parts of the region are gearing up to begin tightening monetary policy. The Central Bank of Turkey accelerated its so-called ‘exit strategy’ from... 18th October 2010 · 1 min read
Emerging Europe Chart Pack Still in no mood to tighten Growth in some economies in Emerging Europe, not least Turkey, is starting to look impressive. But underlying inflation pressures remain relatively benign, and concerns over the durability of the... 30th September 2010 · 1 min read
Emerging Europe Economics Update Still in no rush to tighten (Sep 10) Growth in some economies in the region is starting to look impressive but underlying inflation pressures remain benign and concerns over the durability of the global recovery will keep policymakers... 20th September 2010 · 1 min read
Emerging Europe Economic Outlook The twin-speed recovery (Q3 2010) Some economies in Emerging Europe should grow at a decent pace over the next year or so, but most are facing a long haul back to health and the likelihood of renewed tensions within the eurozone... 17th September 2010 · 1 min read
Emerging Europe Economics Update Is Romania on the brink again? Yesterday’s cabinet reshuffle in Romania does not present any immediate risk to the IMF-led loan programme. But it underlines the tense political situation and the deep divisions in parliament over... 3rd September 2010 · 1 min read
Emerging Europe Chart Pack Solid Q2 growth, but strong headwinds persist (Aug 10) Most economies in Emerging Europe posted positive quarterly growth in Q2 and some countries, notably Russia and Turkey, remain on track for an impressive rebound this year. However, a number of... 25th August 2010 · 1 min read
