Europe Commercial Property Update Could the gap between yields in Prague and Warsaw narrow? Over the past five years, investors’ preference for property in Warsaw above Prague has been mirrored by yields in the Polish capital moving the lower of the two. But now that occupier market... 12th July 2013 · 1 min read
Emerging Europe Economics Focus Is Emerging Europe doomed to lag behind? There are encouraging signs that the slowdown in Emerging Europe has bottomed out in recent months and we think growth should strengthen over the second half of this year. The recovery will remain... 10th July 2013 · 1 min read
Emerging Europe Economics Update PMIs add to evidence of improvement in Eastern Europe The latest batch of Emerging European manufacturing PMIs adds to the growing sense that things are improving in the region. This reinforces our view that growth in the second half of this year is... 1st July 2013 · 1 min read
Emerging Europe Economics Update Credit conditions still tight Our latest Banking Heat Map suggests that credit conditions in most countries in Emerging Europe remain extremely tight. The main exception is Turkey, where credit growth has accelerated again in... 28th June 2013 · 1 min read
Emerging Europe Chart Pack Grounds for cautious optimism The latest activity data from Emerging Europe provide some grounds for cautious optimism. Growth in the highly open Central European economies appears to be picking up, albeit from low rates. And... 26th June 2013 · 1 min read
Emerging Europe Economics Update Protests hit Turkish markets Turkey’s financial markets have taken a pounding over the past few weeks as the recent wave of protests caused investors to take fright. Elsewhere, currencies and foreign currency bonds have lost... 19th June 2013 · 1 min read
Emerging Europe Economics Update Czech PM's resignation a reminder of governance concerns The financial markets have shrugged off the resignation of Czech Prime Minister, Petr Necas, this morning. However, the corruption allegations that led to his departure, as well as the recent outbreak... 17th June 2013 · 1 min read
Europe Commercial Property Update Hopes that CEE investment had turned a corner are dashed The likely drop in Central & Eastern European (CEE) investment volumes in Q2 will have dashed any hopes that the trend for activity might have turned a corner. Moreover, the recent sell-off in... 13th June 2013 · 1 min read
Europe Commercial Property Update Are Czech industrial rents about to pick up? Recent Czech data seem to show that activity in the external sector is on the up. That bodes well for Czech industrial property. But the domestic economy is still fragile and demand from consumer... 6th June 2013 · 1 min read
Emerging Europe Economics Update Q1 GDP breakdown provides glimmer of hope The breakdown of Q1 GDP across Emerging Europe showed that the region’s economy is probably in a slightly better shape than the (weak) headline growth figures would suggest. Accordingly, we think that... 6th June 2013 · 1 min read
Emerging Europe Economics Update Central European manufacturing showing signs of revival May’s PMIs provided some encouraging signs that manufacturing in Central Europe is turning the corner, helped by stronger demand from Germany. Worryingly though, the data indicate that the Turkish... 3rd June 2013 · 1 min read
Emerging Europe Chart Pack Slump in regional growth may be bottoming out The raft of preliminary GDP data released earlier this month provided some hope that the region’s slowdown bottomed out in the first quarter of the year. Nonetheless, growth is extremely weak, at just... 24th May 2013 · 1 min read
Emerging Europe Economics Update Parent bank deleveraging easing The pace at which parent banks in Western Europe have scaled back funding for subsidiaries in Eastern Europe has slowed further since the start of the year. Nonetheless, credit conditions in much of... 21st May 2013 · 1 min read
Emerging Europe Economics Update Growth stabilising, but uneven performance The raft of preliminary Q1 GDP data for Central and South Eastern Europe, released today and yesterday, suggests that, while the slowdown at the end of last year has bottomed out, growth is sluggish... 15th May 2013 · 1 min read
Emerging Europe Economic Outlook Set for a sluggish and uneven recovery The slowdown in Emerging Europe appears to have bottomed out at the start of the year. We expect growth to pick up over the second half of 2013, but the risk of a flare-up in the euro-crisis, the... 14th May 2013 · 1 min read
Emerging Europe Economics Update Slowdown bottoms out in Q1 A raft of Q1 GDP data due to be released over the coming weeks is likely to show that growth stabilised in most of Emerging Europe. Russia is the notable exception. Here, the slowdown seems to have... 13th May 2013 · 1 min read
