Europe After The Trough – Little To Be Excited About
Wed Aug 19, 2009 17:07 GMT
BMI’s Justin Patrie cautions against premature excitement following the release of Q2 GDP data for several CEE and eurozone economies. Nevertheless, differentiation will remain key and the usual suspects (i.e. Turkey and Poland) continue to stand out as the ideal relative value play.
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Tags: Baltic States, Bulgaria, CEE, currency regimes, Czech Republic, Equities, Eurozone, financial markets, France, FX, Germany, Poland, Q2 GDP, recession, recovery, Slovakia, trough, Turkey
Posted in: Emerging Europe, Equities, Eurozone, Financials, General, Podcast
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