Jason Hepner, investment director of global strategy at Standard Life Investments, analyses the key drivers of asset prices in emerging Europe.
Investors quite correctly keep a very close eye on China, because that is the largest emerging market. However, Asia is not the whole story when it comes to this asset class. It is important to remember there are other emerging countries and regions, some of which show rather attractive investment opportunities. One of the key emerging market blocs is Eastern Europe. In this region, Poland, Hungary and the Czech Republic are some of the largest and certainly the most important for investors. They are often known by the acronym CE3 or CEE3 (Central and Eastern European 3 countries). To...
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