EME Macro/Strategy: Poland – macro update
The March sentiment data show a drop in confidence across sectors, a similar magnitude across the economy. Poland is the biggest recipient of Ukrainian migrants, and this is having two opposing effects: it adds demand, but also inflationary pressure via housing, demand for basic items and additional fiscal spending. In the long run, this migration flux will have a positive impact for the economy, by adding labour force and new companies; however, in the near term, not all labour constraints will be addressed. The current migrant wave is concentrated in women and children, while there is an outflow of men going to Ukraine to assist the conflict. Shortages of labour in construction and transport are unlikely to be alleviated in the near term.
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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