Ten Capital Market Themes for 2014 by Raiffeisenbank

Politics ♦ Published: December 11, 2013; 10:57 ♦ (Vindobona)

Leading indicators show a recovery of global growth.

Ten Capital Market Themes for 2014 by Raiffeisenbank / Picture: © Vindobona.org
  • Growth outlook: advanced economies take the lead
  • CEE: Central Europe has a growth edge over CIS
  • Politics in CEE: elections, taxation plans and regulatory measures as uncertainty factors
  • Central banks: end of excess liquidity with implications for financial markets
  • China: soft landing dampens commodity prices and strengthens Yuan…