To read the full version of this content please select one of the options below:

ECB QE, Greek easing may help Emerging Europe

Wednesday, March 4, 2015

Significance

Impacts

  • 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.
Expert Briefings Powered by Oxford Analytica
Stay up to date
Sign up to the Expert Daily Briefings email alert and receive up-to-the-minute analysis of global events as they happen.
*If your university does not have access to Expert Briefings, visit our information page to find out more.