EME Macro/Strategy: macro all-in-one (21-27 October)
Last week’s events, which we cover in this edition of our weekly, included the early business surveys from Czechia, Poland, and Türkiye, indicating varied trends in industrial sentiment and consumer outlooks. We also highlight the outcomes from the latest BRICS summit, with Türkiye’s interest in joining the bloc, amid resistance from India, while Kazakhstan and Uzbekistan participated as partners. In Poland, a surprising decline in retail sales signals potential for an earlier-than-expected rate cut, while Hungary’s Central Bank has opted for a prolonged pause, at 6.50%. Lastly, we examine the recent elections and policy updates in Georgia and Uzbekistan. In Georgia, Georgian Dream secured a 53.9% majority, but fell short of a supermajority. The opposition and President Zurabishvili rejected the results, calling for protests.
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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