16 Feb 2012
Even if the ECB’s financing operations have reduced the risk of a sudden stop in flows to Emerging Europe, growth will be hit by eurozone bank deleveraging, says Capital Economics
15 Feb 2012
Valuations for Eastern European equities are attractive despite the risks, say analysts at Credit Suisse
15 Feb 2012
Recent data suggests the economy could avoid a hard landing in 2012 – but if the global market backdrop darkens, the seeds of Turkey’s instability have already been sown
13 Feb 2012
China's sovereign wealth fund's restatement that it won't invest in eurozone rescue funds shines a light on its investment preference: physical assets in Europe.
06 Feb 2012
EM sovereign dollar bonds have markedly under-performed their credit default swap cousins and comparable US corporates, possibly down to the fact Western banks face higher inventory charges.
06 Feb 2012
The collapse of Hungary's national airline will heap more pressure on the country's already stretched finances, analysts warn
06 Feb 2012
Investors could turn on Romania if it abandons its tough austerity commitments following the resignation of prime minister Emil Boc, analysts warn
02 Feb 2012
Recent currency gains and a reduced current account deficit appear to suggest that Turkey’s unorthodox policy mix is working. But analysts warn that the risks of a hard landing remain severe
31 Jan 2012
Weaker Brent crude prices - especially in local currency terms - are likely to buoy Asia markets, and boost monetary easing. But it's a different story for EEMEA, according to a Bank of America report.
25 Jan 2012
Hungary’s surprise rate hold does not suggest that Budapest is close to an agreement with the EU. Expect more rate rises, currency weakness and rising bond yields, analysts warn
25 Jan 2012
IIF sounds alarm on Western bank retreat from emerging markets, as capital flows are forecast to fall to $746bn this year.
24 Jan 2012
The European Bank for Reconstruction and Development forecasts 3.1% GDP growth in the region in 2012, but warns that any worsening of the eurozone crisis could trigger recession
20 Jan 2012
The apparent decoupling between asset markets – EM equities, in particular - and continued macro stress this week is a source of optimism for some and fear for others. Take your pick.
19 Jan 2012
Crisis talks with private sector debt holders are reaching a climax, but even if a deal is reached, it will do little to resolve Greece’s chronic fiscal problems
18 Jan 2012
A new Vienna Initiative is urgently needed to prevent financial system meltdown in Central and Eastern Europe, key stakeholders have warned
18 Jan 2012
Currency weakness has driven energy costs in Europe to near-record highs, analysts warn
17 Jan 2012
The European Commission has launched legal proceedings against Budapest, raising the stakes in bitter negotiations over a financial rescue package
17 Jan 2012
Talks on a new Vienna Initiative to prevent banking sector collapse across Central and Eastern Europe have so far failed to yield concrete results
16 Jan 2012
Standard and Poor's decision to downgrade nine eurozone sovereigns has heightened the risks for Central and Eastern Europe, experts warn