Emerging Europe Economics Update Upside surprise from PMIs, but industry still slowing October’s manufacturing PMI data came in stronger than expected in most of Emerging Europe. Nevertheless, this does not hide the fact that hard data are weakening. On a quarterly basis, it appears... 2nd 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 Economics Update Central Europe markets rally despite slide towards recession The rally in financial markets in Central Europe over the past few weeks is all the more notable since it has taken place against a backdrop of worsening economic data. We expect growth in Poland and... 25th October 2011 · 1 min read
Global Economics Focus Sovereign Debt: are the emerging markets immune? Emerging markets are not immune from the deepening debt crisis in the developed world, but most are well-placed to deal with the fallout. China faces a difficult structural transition of its own but... 21st October 2011 · 1 min read
Emerging Europe Economics Update What will weaker currencies mean for inflation? Fears that the recent sell-off in Emerging Europe’s currencies might lead to a pick-up in inflation and put pressure on policymakers to raise interest rates are overstated. Nevertheless, weaker... 19th October 2011 · 1 min read
Europe Commercial Property Update Will Czech retail property remain in vogue? Record levels of commercial property investment in the Czech Republic in Q3 2011 were driven by the retail sector. But retail property in the Czech Republic is starting to look expensive compared to... 19th 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 Economics Update Focus shifts to boosting growth & safeguarding stability The latest turmoil in markets and the rapidly deteriorating outlook for global and regional growth mean that fears about rising inflation, which dominated the policy debate over the first half of this... 24th September 2011 · 1 min read
Emerging Europe Economic Outlook Here comes the slowdown The deepening crisis in the euro-zone reinforces our view that growth in Emerging Europe will slow by more than most expect over the next year. We expect the region’s economy as a whole to expand by... 16th September 2011 · 1 min read
Europe Commercial Property Update Minimal threat of office supply shortages in CEE The rapidly slowing trend in CEE office completion volumes seen over the past couple of years looks set to be extended next year. But this does not imply that the region will face a shortage of office... 2nd 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 Economics Update European slump set to harm Czech growth prospects The tumultuous past week in the financial markets has fuelled concerns about the pace of the global, and especially the European, recovery. The Czech economy will be hit harder than most by a slowdown... 10th August 2011 · 1 min read
Emerging Europe Economics Update Q2 slowdown a sign of things to come Leading indicators suggest that annual growth slowed in pretty much every economy in the region in Q2 of this year. Unfortunately, rather than being just a temporary blip, we think that this is a sign... 3rd August 2011 · 1 min read
Europe Commercial Property Update Will Czech retail rental values recover this year? Over recent weeks, the downside risks to our forecasts for a modest recovery in retail rental values in Prague this year have increased. But, if we are right, some of the factors weighing on Czech... 29th July 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
