Emerging Europe markets will be strong in 2016

The strongest EM currencies are likely to be in CEE, with ECB QE offsetting the adverse impact of US interest rate hikes

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In this article

  • Worst year yet for EM assets ...
  • ... except in CEE
  • Currencies
  • Stock markets
  • Government bonds
  • QE and low inflation
  • Turkish rate rise?
  • Polish uncertainty
  • Policy shift?
  • New RPP?

What is this?

This article is from the Oxford Analytica Daily Brief, which analyses geopolitical, economic, social, business and industrial developments on a global and regional basis, providing clients with timely, authoritative analysis every business day of the year. Find out more about the Oxford Analytica Daily Brief, or request a trial.