Emerging Europe Economics Focus Russia: How to tame double-digit inflation Russian inflation has returned with a vengeance. As a result, the Central Bank (CBR) already looks certain to miss its end-year target of 8.5%. But the response of policymakers will be dictated by... 11th March 2008 · 1 min read
Emerging Europe Economics Focus Slovakia: kicking out the koruna We expect Slovakia to be given the go-ahead to join the euro-zone from January next year, despite concerns over mounting medium-term inflationary pressures. This should give a renewed impetus to... 26th February 2008 · 1 min read
Emerging Europe Economics Focus Will Russian equities buck the global trend? There a good reasons to expect the Russian equity market to boom this year, despite wider fears that global equity markets will continue to struggle against a backdrop of slower growth in the world... 29th January 2008 · 1 min read
Emerging Europe Economics Focus Can Emerging Europe weather a global slowdown? Emerging Europe looks well placed to weather a global economic slowdown in 2008. But there are significant risks to the outlook and it would be complacent to assume that the region can sail through a... 8th January 2008 · 1 min read
Emerging Europe Economics Focus Russia: What Next After Putin? This weekend’s parliamentary elections underlined that while President Putin will hand over the keys to his Presidential residence next March, he will retain the reins of power. For the economy this... 4th December 2007 · 1 min read
Emerging Europe Economics Focus What next after the Baltic and Balkan party? The Baltics and parts of the Balkans run the risk of experiencing a nasty end to a recent period of very strong growth. But while a soft landing remains our central scenario, a further dip in global... 21st November 2007 · 1 min read
Emerging Europe Economics Focus Self-sustaining growth in Emerging Europe? Although the medium-term growth fundamentals in Emerging Europe look good, the region has yet to reach a point where growth has become self-sustaining. In particular, economic prospects are still... 11th October 2007 · 1 min read
Emerging Europe Economics Focus An investor's guide to the Big Four Despite recent market volatility, we are upbeat about the growth prospects in Emerging Europe and its four largest economies – Russia, Turkey, Poland and Romania. Given the right policies, the Big... 21st August 2007 · 1 min read
Emerging Europe Economics Focus Turkey: the end of a golden era? There is a strong possibility that this month’s parliamentary elections in Turkey will return a weaker government. If so, then GDP growth could slow to around 4.5% per annum over the medium-term... 4th July 2007 · 1 min read
Emerging Europe Economics Focus Labour market reform critical to Polish prospects Radical labour market reforms could boost potential GDP growth in Poland to 7% per annum. But with little political appetite for reform, we think that growth will drop back from 6% this year to around... 23rd May 2007 · 1 min read
Emerging Europe Economics Focus Hungary: the sick man of Central Europe? GDP growth in Hungary will slump to 2% this year and 2.5% in 2008 as a result of the government’s latest attempt to shore up the public finances. But once fiscal consolidation is complete, we think... 15th March 2007 · 1 min read
Emerging Europe Economics Focus How dependent is Russia on high energy prices? While the energy sector made an important contribution to real GDP growth in the early part of this decade, in recent years its direct contribution has fallen, despite rapid price increases. This is... 19th February 2007 · 1 min read
Emerging Europe Economics Focus Slovenia: A role model for Emerging Europe? On 1st January next year, Slovenia will make history by becoming the first of new EU member states to join the euro. But while the short-term prospects for the Slovenian economy look good, slow... 15th December 2006 · 1 min read
