Poland

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... 2012-11-29

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... 2012-01-19

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... 2012-01-16

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... 2011-11-25

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... 2011-10-05

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... 2011-10-04

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