Romania

The technical picture for the Romanian leu suggests that the recent sell off may be coming to an end, prompting us to take a closer look at our bearish RON/EUR view. On August 22 we... 2012-10-25

We are bullish towards Eastern European agribusiness over the coming years and expect Russia, Ukraine, Kazakhstan and Romania to become increasingly important players in global agribusiness.... 2012-10-17

Macro Backdrop: We believe the second quarter bounce in Romanian economic activity is temporary, with significant domestic and external headwinds to drive growth lower by year-end and... 2012-09-13

The IMF's announcement that it had agreed to unlock the next tranche of Romania's EUR5bn Stand-By Agreement on August 14 could see Romanian assets rally further over the near term.... 2012-08-15

Macro Strategy: Romania's uncertain political climate is jeopardising the country's economic stability, and we see little hope for an improvement until after the November 2012 legislative... 2012-08-02

Macro Outlook: Romania's political outlook took another turn for the worse in early July, following parliament's decision to temporarily suspend President Traian Basescu, while it awaits... 2012-07-10

The National Bank of Romania (NBR)'s decision to cut its policy rate by 25 basis points (bp), to 5.75%, on January 2, is in line with our end-2012 benchmark policy rate forecast of... 2012-01-10