EME Macro/Strategy: macro all-in-one (19-25 August)
In this weekly, we highlight the current state of the external position of each country in terms of balance of payment, external debt and international investment position. Last week, a lot of July indicators were released for Poland, pointing to economic activity at a comparable pace to 2Q, around 3% in real terms. In Türkiye, the Central Bank kept the policy rate unchanged and, in our view, maintained guidance consistent with no rate cuts in the next three quarters. In Kazakhstan, the economic data for 2Q showed steady to improving economic activity, while the nowcasting indicator from the National Statistics Office suggests a contained moderation in 3Q, thus far.
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.