Subscribe here: [ Ссылка ] Emerging Europe: A region of resilience and opportunity. Increasing uncertainty in the global outlook can affect other small open economies in Eastern Europe. However, these countries and companies usually demonstrate great resilience and flexibility seeing attractive growth and free cash flow (FCF) generation in 2025 while being valued at record low multiples and at a discount to both developed and emerging markets. Therefore there is significant potential upside for Easter Europe equities in terms of reduction in the risk premiums associated with geopolitical risks.
Meeting with Polish Finance Minister Andrzej Domanski helped us understand that the Polish economy continues to develop in a positive direction and will stand out in Europe and globally during 2025 with an expected growth rate of 3.8%. It is clear that the minister understands markets very well and has the priorities right, including strengthening defense and security, driving energy transition with significant private investments supported by EU funds.
Technological transformation is also crucial for productivity growth, with a need for increased public sector spending for large investments. Infrastructure development, particularly in rail, and encouraging higher capital market participation are also key goals. Moreover, Poland's EU Council Presidency in 2025 aims for bold actions, focusing on less regulation and more emphasis on boosting growth.
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