On Monday, November 9, much of Europe will be celebrating the 20th Anniversary of the Fall of the Berlin Wall and the catalyst it provided for the collapse of Communism on the continent. BMI’s Justin Patrie explains the significance of this event for Emerging Europe, and what the outlook is for the next 20 years [Read more...]
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.
I am becoming increasingly concerned about the rising threat of strikes and demonstrations in Emerging Europe. Business Monitor International (BMI) has long raised a number of structural problems in the region – endemic corruption, nepotism and flawed election procedures. However, with unemployment set to rise, the erosion of real wealth and governments’ perceived mismanagement of [Read more...]
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