Wednesday, March 4, 2015
- Emerging Europe's local bond and equity markets are likely to perform strongly as QE gets under way.
- The outlook for currencies is less certain, given the strong dollar and the fragility of sentiment towards emerging markets generally.
- However, Emerging Europe's improving economic outlook may help buoy the region's currencies against the dollar's strength.
- The biggest threat to investor sentiment towards Emerging Europe remains a sudden, sharp change in expectations of US monetary tightening.