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CESEE Equity Market: Upside Trend after Slow Start

Published: January 7, 2013; 12:34 · (Vindobona)

Country allocation: An overweight on Russia is a strong bet for the coming quarter and mostly based on liquidity searching for an option after Turkey performing so strongly, Erste Group says.

CESEE Equity Market: Upside Trend after Slow Start / Picture: © Flickr

CEE Equity: slow start in January, stronger upside to kick in later in 1Q

CEE/SEE performed pretty well in the final quarter of 2012, at least when looking at the Czech Republic and Slovenia, Serbia going through the roof, while Croatia’s performance has confirmed Erste analysts’ bearish view. Poland also did better than…

This article includes a total of 826 words.

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