Emerging Europe Chart Pack Q2 GDP data paint a mixed picture (Aug 09) While some economies managed to post quarterly growth in Q2, others continued to contract sharply. We think that there are still plenty of reasons to be cautious, even in those countries that appear... 27th August 2009 · 1 min read
Emerging Europe Chart Pack Signs of improvement but recovery will be weak (Jul 09) Recent data releases suggest that the rate of decline across Emerging Europe has started to ease. But while the region as a whole may no longer be in freefall, there are a number of reasons to remain... 30th July 2009 · 1 min read
Emerging Europe Chart Pack Rally running out of steam (Jun 09) The strong rebound that had swept through financial markets in Emerging Europe since March has seemingly run out of steam. Equity markets across the region have lost ground since the start of June... 30th June 2009 · 1 min read
Emerging Europe Economic Outlook Eventual recovery to expose sharp country divisions (Q2 2009) A modest improvement in the outlook for Western Europe means that some countries in Emerging Europe - notably Poland, Turkey and the Czech Republic - could now see a return to positive growth in Q1 of... 25th June 2009 · 1 min read
Emerging Europe Chart Pack Off to an horrific start (May 09) Q1 GDP data released over the past month paint a grim picture, with most economies in the region contracting at a record pace. This is unsurprising given the meltdown in the region’s banking sector at... 28th May 2009 · 1 min read
Emerging Europe Chart Pack ‘Green shoots’ still thin on the ground (Apr 09) There have been welcome signs that the pace of decline in the region’s economy has started to ease in recent weeks. But we think a recovery remains some way off. First, while consumer and business... 30th April 2009 · 1 min read
Emerging Europe Chart Pack From falling markets to falling governments (Mar 09) Financial markets across Emerging Europe have recovered following last month’s sell-off. Currencies are up by 2% and equities have soared. But the recovery owes more to a general pick-up in global... 30th March 2009 · 1 min read
Emerging Europe Economic Outlook Worst recession since post-Communist 'shock therapy' (Q1 2009) Emerging Europe is in turmoil. While financial markets have stabilised somewhat following a sharp sell-off earlier this year, this owes more to a general recovery in global risk appetite than it does... 23rd March 2009 · 1 min read
Emerging Europe Chart Pack Industry collapses (Jan 09) Industrial output across the entire region has collapsed in recent months. While there are some country-specific factors at play, such as falling oil output in Russia and the ongoing turmoil in... 26th February 2009 · 1 min read
Emerging Europe Chart Pack In the eye of the storm (Feb 09) Financial markets across Emerging Europe are in turmoil. The immediate trigger for this latest sell-off appears to be fresh concerns over the health of the region’s banking sector. But the bigger... 26th February 2009 · 1 min read
Emerging Europe Chart Pack 2009: A year-long hangover (Dec 08) It would be an understatement to suggest that 2008 has been a disastrous year for financial markets in the region. Currencies are down by as much as 40% against the dollar, equities have plunged and... 23rd December 2008 · 1 min read
Emerging Europe Economic Outlook ‘Super Deficit’ countries heading for recession (Q4 2008) The outlook for Emerging Europe remains bleak. The economies of the ‘Super Deficit’ countries (Ukraine, Hungary, Turkey, the Baltics and the Balkans) look set to contract next year as the global... 8th December 2008 · 1 min read
Emerging Europe Chart Pack Crisis deepens in the ‘Super Deficit’ countries (Nov 08) As the global credit crunch intensifies, those countries in Emerging Europe with large external financing needs have been forced to turn to the IMF and EU for emergency funding. Hungary and Ukraine... 27th November 2008 · 1 min read
Emerging Europe Chart Pack Feeling the pinch (Oct 08) Financial markets in the region have been rocked by the recent sharp downturn in global risk appetite. Equities have plunged by up to 50% in the past month, while spreads on CDS have ballooned... 22nd October 2008 · 1 min read
Emerging Europe Economic Outlook Clouds gather over the growth outlook (Q3 2008) The outlook for Emerging Europe has deteriorated in recent months. Weaker growth in the euro-zone will hit manufacturers, while consumers are facing twin headwinds of higher inflation and tighter... 29th September 2008 · 1 min read
Emerging Europe Chart Pack Russian & Ukrainian markets hit by political risk (Sep 08) While the conflict in South Ossetia is likely to have little direct impact on the Russian economy, financial markets have been hit hard by a rise in political risk. The currency has dropped by 3%... 8th September 2008 · 1 min read
