Sequential June Retail Sales Re-enforce Outperformance View

BMI expects Poland's mass grocery retail (MGR) sector to grow by 7.25% in 2010. The upbeat outlook is based on our view that Polish consumer spending will thoroughly outperform most of Central and Eastern Europe (CEE) this year. Underlining our macro preference for domestic demand stories over export oriented economies, Polish consumer spending has come through the turbulence of the past 18 months very strongly - a feature that allowed the economy to ride out the global financial crisis relatively

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