CE Equities: Outperforming The West

Central European (CE) equity markets have withstood recent headwinds stemming from geopolitical events in the Middle East and North Africa (MENA) and the natural disaster hitting Japan on March 11 relatively well. With strong trade integration with core euro-area economies, most notably Germany, Central European equity markets will continue to benefit from the strong demand in the region, especially in manufacturing. Indeed, we continue to see scope for Central European equity markets, particularly the Czech PX index and Polish WIG20, to outperform German and French stocks, which have been more vulnerable to spikes in global investor risk aversion of late.

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