Report
Alessio Chiesa ...
  • Raffaella Tenconi

EME Macro/Strategy: macro all-in-one (2-8 September)

Last week, the composition of 2Q real GDP was released across our coverage universe, highlighting household consumption as a key pillar of support. However, the same may not hold true for the next quarters, with consumer sentiment faltering in most places. The economic data for Türkiye showed a moderation in activity, leading the government to revise its medium-term programme. In Poland, the MPC remained on hold, but has become more open to the possibility of cutting rates in the first half of next year. In Kazakhstan, President Tokayev confirmed the October nuclear energy referendum in his state-of-the-nation address; while political tensions remained high in Georgia.
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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