Poland Outperformance View Continues To Play Out

Our Europe country risk desk holds the view that Central and Eastern European economies are set to experience a marked slowdown going into 2012 as external demand languishes and the investment outlook weakens. Many of these countries are highly exposed to the eurozone crisis by way of trade, investment and banking linkages, which will weigh heavily on the economic growth outlook for the region. However, Poland and in particular its consumer continues to look reasonably good all things considered.

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