By Alexis Mathieu, SW Mitchell, Investment Manager of the SWMC Emerging European fund. The late 1950s and early 1960s heralded a golden age of food retail in Europe. Spearheaded by companies such as Sainsbury’s and Tesco in the UK and Carrefour in France, the large self-service store concept changed grocery shopping. Today, organised retailers dominate […]
“People tend to follow headlines, in which case they will have to pay a premium when they unwind their positions on negative news in order to feel safe, but the substance of those headlines is often questionable,” says Aristoteles Damianidis, portfolio manager fixed income emerging markets at UBS in laying out his argument why fixed income investors should look to Central and Eastern Europe (CEE). […]
It may take time, but factors speak for Iran potentially taking on a role in future that is currently being held by Turkey for emerging and frontier market investors, according to comments from Aziz Unan, manager of the RenAsset Management Eastern Europe and Ottoman funds. Speaking at the recent InvestmentEurope Pan-European Fund Selector Summit in […]
My team and I have been touring Central and Eastern Europe this summer, and our travels recently took us to the Czech Republic. It’s a country with an interesting history, and from our perspective, it also holds a variety of interesting potential investment opportunities, too. It’s filled with lots of visitors from all over the […]
East Capital’s chief economist Marcus Svedberg has picked out Russia and China as among the most attractive markets next year, as he sees continued divergence in performance levels.
Raiffeisen Capital Management has highlighted the BRIC countries, Poland, the Czech Republic and Hungary in its latest monthly Emerging Markets Report.
The global financial crisis has put a brake on the integration of central and eastern European economies into the European Union, but growth drivers remain intact and innovation is needed to re-start the process, according to a report from Eerste Group.
Sea-sick sailors know that the best place to be in turbulent waters is high up in the middle of the vessel, with fresh air and a view to the horizon. Unfortunately, for stock markets in Central and Eastern Europe (CEE), that was exactly where they were not, in 2012.
Bank Sarasin in Switzerland has appointed Yves Sarasin head of Central & Eastern Europe.
Russia’s Rusnano Capital has launched a private equity fund with Virgin Group and Virgin Green Fund, investing in emerging market growth.
Real estate specialist Revetas Capital Advisers LLP has agreed a strategic relationship with Patron Capital Partners to invest in opportunities of up to €100m in distressed real estate within Central and Eastern European, both for funds advised by Revetas and funds advised by Patron Capital Partners.
Research into emerging markets by Raiffeisen Capital Management suggests that although rates of inflation are falling and signs of economic pickup are improving, there is a danger that higher oil prices could force a monetary tightening.