EME Macro/Strategy: the state of consumption in EEMEA
Despite solid real wage growth and healthier household balance sheets, private consumption growth post 2022 has recovered less briskly and with more volatility than what has been seen in past recovery periods. Subdued consumer sentiment and only gradual improvements in perceived inflation have encouraged households to build larger savings buffers. The Iran conflict poses downside risks to consumption growth, if the conflict persists beyond a few months, by 1-2ppts slower spending in the coming year. Aside from the conflict-related risks, households are likely to display a persistent preference for higher savings and steady rising exposure to equities.
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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