Emerging Europe Chart Pack Shining stars enter 2008 with plenty of momentum (Dec 07) 20th December 2007 · 1 min read
Emerging Europe Economic Outlook Positive growth outlook conceals mounting risks (Q4 2007) We remain upbeat on the growth outlook for Emerging Europe. But this is largely due to our positive assessment of the prospects for Russia and to a lesser extent Turkey and Poland, which between them... 14th December 2007 · 1 min read
Emerging Europe Economics Update Policymakers to pause before Christmas break (Dec 07) As usual, December’s rate setting meetings in Central Europe have been brought forward a week to avoid a clash with the Christmas break. We expect interest rates to remain on hold across the region... 6th December 2007 · 1 min read
Emerging Europe Economics Focus Russia: What Next After Putin? This weekend’s parliamentary elections underlined that while President Putin will hand over the keys to his Presidential residence next March, he will retain the reins of power. For the economy this... 4th December 2007 · 1 min read
Emerging Europe Economics Focus What next after the Baltic and Balkan party? The Baltics and parts of the Balkans run the risk of experiencing a nasty end to a recent period of very strong growth. But while a soft landing remains our central scenario, a further dip in global... 21st November 2007 · 1 min read
Emerging Europe Economics Update Poland and Czech Rep. to hike, Hungary to cut (Nov 07) Brace yourselves for what could be an actionpacked series of rate-setting meetings next week. A 25bps hike in Polish interest rates is pretty much guaranteed following the spike in inflation last... 19th November 2007 · 1 min read
Emerging Europe Chart Pack Inflation pressures continue to mount (Nov 07) Inflationary pressures are continuing to build across much of Emerging Europe. Strong growth is causing capacity constraints to bite and has pushed up core inflation in the Baltics, Balkans and Russia... 9th November 2007 · 1 min read
Emerging Europe Chart Pack Markets recovery still going strong (Oct 07) 19th October 2007 · 1 min read
Emerging Europe Economics Update Further cut in Hungary looks likely (Oct 07) The future direction of interest rate movements across Central Europe remains clear cut - rates need to rise in Poland and the Czech Republic and fall in Hungary. But pinning down the likely timing of... 17th October 2007 · 1 min read
Emerging Europe Economics Focus Self-sustaining growth in Emerging Europe? Although the medium-term growth fundamentals in Emerging Europe look good, the region has yet to reach a point where growth has become self-sustaining. In particular, economic prospects are still... 11th October 2007 · 1 min read
Emerging Europe Economic Outlook Growth outlook good, bubble fears overdone (Q3 2007) The rally in emerging market equities following September’s Fed rate cut has prompted fears of a nascent bubble in emerging market assets. In Emerging Europe, equity markets in Russia and Turkey have... 1st October 2007 · 1 min read
Emerging Europe Economics Update Hungary cut looks on the cards (Sep 07) The focus this month will be on Hungary, where we think that interest rates are likely to be cut by 25bps, subject to ongoing developments in the currency markets. We expect policy makers elsewhere in... 18th September 2007 · 1 min read
Emerging Europe Chart Pack Q2 GDP growth a mixed bag (Sep 07) Second quarter GDP growth figures released last month proved to be something of a mixed bag. While Russia and Slovakia continue to boom and overheating remains a concern in Latvia and Lithuania... 17th September 2007 · 1 min read
Emerging Europe Economics Focus An investor's guide to the Big Four Despite recent market volatility, we are upbeat about the growth prospects in Emerging Europe and its four largest economies – Russia, Turkey, Poland and Romania. Given the right policies, the Big... 21st August 2007 · 1 min read
Emerging Europe Economics Update Hungary to cut as inflation outlook improves (Aug 07) The focus this month will be on Hungary, where an updated inflation report should pave the way for a 25bps cut in interest rates. We expect rates to remain on hold elsewhere in the region. 14th August 2007 · 1 min read
Emerging Europe Chart Pack Markets hit by increased investor risk aversion (Aug 07) The troubles in US credit markets prompted a sell-off in Emerging Europe assets last month. Equity markets initially fell by around 2-7%, currencies by 2-5% and bond spreads rose by around 40bps as... 8th August 2007 · 1 min read
