Poland
Economy
BMI View: A better external environment has improved emerging Europe's sovereign outlook for 2013, but we see greater potential for relative value plays in regional credit default swap...
2013-01-31Economy
Poland's PLN 5.25% 2021 bond hit our medium-term target yield of 3.95% on November 28, representing a yield compression of 117 basis points since we entered the view into our regional...
2012-11-29Economy
The major factors underlying our current market strategy across emerging European asset classes are perhaps, more than ever, policy driven. With the ongoing eurozone sovereign debt...
2012-01-19Economy
On the back of a wave of eurozone credit rating downgrades by ratings agency Standard & Poor's we maintain our largely bearish view on Central European equity markets and expect...
2012-01-16Economy
We reiterate our bearish view on Central European equity markets as the macroeconomic situation in the region continues to deteriorate and investor sentiment towards CE assets is dampened...
2011-11-25Economy
Amidst high global economic uncertainty and the deepening eurozone debt crisis we maintain our neutral view on Central European (CE) equity indices. That said we continue to highlight...
2011-10-05Economy
In light of ongoing uncertainty in global markets regarding the depth of the economic slowdown and lack of a sustainable policy response to the eurozone debt crisis, emerging market...
2011-10-04Economy
Our view for Czech assets to outperform regional peers has played out better than we had expected. The Central European (CE) stalwart has broadly outperformed across currencies (FX),...
2011-09-27




