EME Macro/Strategy: macro all-in-one (2-5 January)
In recent weeks, Romanian politics have found some stability, after a turbulent time around the cancelled presidential elections. A new government has been sworn in and corrective budget measures were presented at the end of 2024. In Türkiye, the Central Bank delivered a larger-than-expected rate cut, but preserved a positive real interest rate buffer. In Hungary, the MNB will be led by the long-standing Finance Minister Mihali Varga, the AKK president, and a senior State secretary will also join the MPC. In Greece, lending growth to the economy accelerated in November, driven by the private sector, while the government is seeing contracting lending activity. In the Czech Republic, the MPC decided to keep the policy rate unchanged at the last MPC meeting of the year, but signalled a resumption of the cutting cycle soon in early-2025E.
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.
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