EME Macro/Strategy: macro all-in-one (24 February-2 March)
The negative twist in the negotiations between the US and Ukraine, on the terms of future cooperation on rare earth and the conflict, has made the case for a more rapid ramp up of European defence readiness. The February surveys results tentatively suggest that the bottom of the cycle for the Euro area was in 4Q last year; while, in central Europe and Türkiye, it took place in 3Q. Weak investors’ sentiment on the outlook for Türkiye is being held back by scepticism about the policy outlook, but also an underappreciation of the positive spillovers that a recovery of EU growth and defence investment will have for Türkiye.
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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