Report
Alessio Chiesa ...
  • Raffaella Tenconi

EME Macro/Strategy: attention! Cycle signals and mega trends

The past few months of data have brought some good news. First, we are beginning to see consumer confidence hitting a bottom in the Eurozone and its periphery. Secondly, there is a slowdown of economic activity, but hiring appetite rebounded in November and, in our view, evidence is mounting to suggest that the labour market will stay strong in Europe, notwithstanding the recession. We recommend to pay close attention to both the business cycle signals and the mega trends that are unfolding, as Europe keeps its attention on the triple transition: green, energy and digital.
Provider
Wood and Company
Wood and Company

WOOD & Company is the leading investment bank in Emerging Europe. Founded in 1991 and head-quartered in Prague, our footprint spans the region and touches investors around the globe.

A pioneer in Emerging Europe, WOOD executed many of the first CEE equity trades and landmark investment banking transactions. Our electronic trading platform was the first in the region, and remains the best. We are continually expanding our relevance and reach in these ever-evolving markets.

Our equity market share reflects our stature: 7% in Warsaw, 20% in Bucharest, 16% in Hungary, 40% in Prague and 5% in Vienna. Our distribution is unparalleled, with the largest salesforce in the region, servicing a uniquely diverse investor base.

We couple local expertise with a truly international perspective. With offices on the ground in the region, and in key financial hubs such as London and Milano, we are never far from our clients and we remain at the forefront of what’s afoot in the CEE emerging and frontier landscape.

Analysts
Alessio Chiesa

Raffaella Tenconi

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