Posts Tagged ‘trough’

Europe After The Trough – Little To Be Excited About

Wed Aug 19, 2009 17:07 GMT  | Leave a Comment

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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Posted in: Emerging Europe, Equities, Eurozone, Financials, General, Podcast Leave a Comment

Some Encouraging Signs From Asia, But…

Mon Apr 27, 2009 10:35 GMT  | Leave a Comment

With Q1 2009 GDP data emerging, many people are asking, ‘is this the bottom of the current recession?’ My point of view is that if Q1 2009 is not the bottom, then H1 2009 (i.e. the first half of 2009) probably is. In this regard, there have been some encouraging signs in Asia. The pace… [Read more]

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Posted in: Asia, China, General, Inflation/Deflation, US Leave a Comment

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