Southeast Europe / Opinion

COMMENT: Romania’s achievements and challenges. Quo vadis?

Alexandru M. Tanase in London November 19, 2019

30 years after Romania started its post-socialist transition, there are many urgent tasks ahead. Most likely another three decades will be needed to rebalance the macroeconomic disequilibria and put things right.

TURKEY INSIGHT: EBRD encourages investors ‘in’ with eurobond buy while market anomalies say stay ‘out’

Akin Nazli in Belgrade November 18, 2019

As another economically distressed family commits collective cyanide suicide, the question running through all this market movement has to be: Is this regime built to last?

ALACO DISPATCHES: Sarajevo’s balancing act

Pierre le Jeune d'Allegeershecque of Alaco November 18, 2019

Bosnia offers cheap and vibrant nightlife for European partygoers — plus Sharia-compliant luxury resorts for Gulf travellers. Its success as a tourist destination will depend on how well it manages a delicate balancing act between the two.

TURKEY INSIGHT: Base effect delivers industrial growth after year of decline but official data continues to bewilder

Akin Nazli in Belgrade November 14, 2019

Import compression is over. Officials are turbo-charging GDP. Lira is held in ‘dirty float’. Turks insist inflation is still high. Authorities are telling them they're wrong. Economics anoraks shouldn't miss an episode of the Erdogan experiment.

IIF: 2020 the climate super-year

Institute of International Finance November 11, 2019

The growing importance of environmental, social and governance (ESG) performance to investors (and ultimately to voters) is one of the most important forces shaping the new global economy. CO2 emissions must peak next year or we are in trouble.

TURKEY AT A CROSSROADS: Erdogan administration facing possibly decisive economic and political horizons

Timothy Ash November 7, 2019

Notes from BlueBay Asset Management economist Timothy Ash on his latest visits to Istanbul and Ankara.

TURKEY INSIGHT: Erdogan’s upcoming White House photocall whetting appetite of equity hit-and-runners

Akin Nazli in Belgrade November 6, 2019

Beware, says analyst, “When a country's ruler resembles King Lear out on a moor in the storm, any calm is temporary and deceptive”.

EBRD: Pace of emerging Europe economic growth slows as global outlook weakens

EBRD in London November 6, 2019

The pace of growth in the EBRD’s emerging economies is slowing on the back of a weaker global economic outlook, and pressure from slower growth in the Eurozone and China, US/Chinese trade tensions and a contraction in world automobile production, acc

IIF: IMF meetings, not as bad as you think

Elina Ribakova Deputy Chief Economist of the Institute of International Finance et al October 27, 2019

Investors and policymakers finished the International Monetary Fund (IMF), World Bank annual general meetings in October on a more positive note than expected.

TURKEY INSIGHT: Strongman Erdogan takes on the markets. Rate cuts add up to 1,000 bp since he fired central bank governor

bne IntelliNews October 24, 2019

Officials unleashing flood of cash in bid to reboot economy and president's popularity. Analysts are wary.

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