Poland
Economy
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),...
2011-09-27Economy
While we currently hold a neutral view on fixed income in Central Europe on account of high levels of global uncertainty over future growth prospects, we have a preference for Czech...
2011-09-21Economy
We uphold our neutral view on Central European (CE) stocks, but also reiterate that value in equities is rising in the region. Indeed, while valuations across the region are becoming...
2011-09-07



