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East European growth in 2023 will be modest at best

Location:

EASTERN EUROPE

Some countries are dipping into recession, while others are likely to manage modest growth. Their various policy and real-economy responses point to different strengths and…

CEE's own risks pose a greater threat than China

Location:

EUROPE

CEE markets' resilience to China-induced sell-off.

Ukraine crisis will muddy eastern EU energy transition

Location:

EU

Higher energy prices and, as war rages in Ukraine, the politicisation of sources of supply are highlighting weaknesses, and some strengths, in the energy systems of the eleven…

Foreign inflows will improve eastern EU business scene

Location:

EU

FDI in eastern EU member-states.

Policy risks will dog Europe's emerging markets

Location:

EUROPE

Political and policy risks in Emerging Europe.

Central European local investors will hold on to bonds

Location:

CENTRAL EUROPE

The lira’s collapse is fuelling outflows from Turkey’s local currency government debt market, as foreign investors reduce their purchases of emerging market (EM) domestic debt…

Fading support for Ukraine will affect EU policymaking

Location:

EU

This suggests a growing disconnect within European society from the realities of the war and a decrease in the perceived threat posed by Russia. This outcome reflects heightened…

ECB will decide Central Europe’s turn from rate rises

Location:

CENTRAL EUROPE

Pressure is mounting on the ECB to justify its withdrawal of monetary stimulus, following a sharp fall in German industrial activity in November that has increased the risk of…

Prospects for the eastern EU in 2023

Location:

PROSPECTS 2023

Prospects for the eastern EU in 2023.