Emerging Europe Economics Update Q2 recovery supported by strengthening euro-zone The breakdown of GDP data for Central and South Eastern Europe confirmed that the acceleration in growth seen in Q2 was largely a result of stronger demand from the euro-zone. But there were also... 4th September 2013 · 1 min read
Emerging Europe Economics Update PMIs show further signs of recovery in Central Europe The raft of manufacturing PMIs across Central Europe for August provide further evidence that the region’s recovery is gathering pace, helped by the improvement in the German economy. In contrast... 2nd September 2013 · 1 min read
Emerging Europe Chart Pack Central Europe turns the corner It’s been a good month for Central Europe, although the news elsewhere in the region has been less encouraging. A raft of preliminary Q2 GDP data showed that, although growth remains weak in Central... 28th August 2013 · 1 min read
Global Markets Update Prospects for Emerging European equities are Poles apart A number of equity markets in Emerging Europe – Poland’s in particular – have proved relatively resilient during the recent emerging market sell-off. We think they may continue to outperform equities... 27th August 2013 · 1 min read
Emerging Europe Economics Update Hungary’s easing cycle slowing down The fact that the Hungarian central bank cut interest rates by just 20bp today highlights that, even though the forint came through the recent EM sell-off relatively well, Hungary is still highly... 27th August 2013 · 1 min read
Emerging Europe Economics Update Coming through the EM sell-off relatively unscathed Emerging European currencies have generally withstood the recent EM financial market sell-off relatively well. Meanwhile, equities in Central Europe have made strong gains over the past month. 21st August 2013 · 1 min read
Emerging Europe Economics Update Central Europe picks up pace in Q2 Growth in Central Europe accelerated in Q2, helped by improving conditions in the euro-zone, but the economies of South Eastern Europe seem to have weakened once again. The potential for further flare... 14th August 2013 · 1 min read
Emerging Europe Economics Update Q2 GDP data likely to provide grounds for optimism The raft of GDP data due over the next few weeks is likely to show that growth in Emerging Europe picked up in the second quarter of this year. However, while the region as a whole seems to have... 8th August 2013 · 1 min read
Emerging Europe Economics Update July’s PMIs point to continued recovery in Central Europe July’s manufacturing PMI surveys suggest that the recovery that started in Poland and the Czech Republic towards the end of the second quarter continued in the first month of the third quarter. Both... 1st August 2013 · 1 min read
Emerging Europe Chart Pack Central Europe picking up, Russia still in the doldrums The slowdown in Emerging Europe appears to have bottomed out in recent months and there are tentative signs of a turnaround in regional growth. At a country level though, it’s actually been a... 29th July 2013 · 1 min read
Emerging Europe Economics Update Hungary’s turn to “forward guidance” less bold than at first sight The National Bank of Hungary’s commitment to cut interest rates to a new record low of 3.0-3.5% over the coming months appears to be a bold step into the world of “forward guidance”. But the reality... 23rd July 2013 · 1 min read
Emerging Europe Economics Update Has Hungary really turned the corner? Hungary has been buoyed by a raft of good news over the past few months. Q1 GDP data showed that the economy exited recession, the budget deficit has narrowed to the extent that the European... 18th 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
