Industry Developments

Not too much has changed in our Central and Eastern European (CEE) Risk/Reward ratings over the past quarter. The big domestic demand economies of Poland, Russia and Turkey, which boast... 2011-03-31

Discount stores will continue to have a lot of joy in 2011. Elevated unemployment and stymied wage growth in the face of high inflation will see belt tightening remaining the order... 2011-03-22

Russians are consuming more and more juice. We do not see this slowing down anytime soon and expect fruit juice sales to continue outgunning carbonates and bottled water in terms of... 2011-03-14

Turkey is increasingly important to Carrefour. The firm has a solid position here and is provided with really strong long-term opportunities for growth, important considering that it... 2011-03-09

Beer looks all set to be belatedly recognised as an alcoholic beverage in Russia as parliament backing beckons. Beer has really come under the microscope over the past year with the... 2011-02-28

Russia is all set to replace France as Danone's largest contributor to sales in 2011, which both emphasises its own growing importance and, given the fact that emerging markets (EMs)... 2011-02-25

Poland is very important to Tesco. With the mature UK market making up nearly three-quarters of Tesco's business, countries likes of Poland, where there is plenty of room for growth... 2011-02-24

Russian consumer stocks were the big outperformers in 2010, easily beating the benchmark RTS, financials and oil & gas (see first chart). The retail and consumer index was up by... 2011-02-23

Russia is unlikely to improve for Carlsberg in 2011. Although the Russian consumer is actually doing quite well, having come back pretty strongly in 2010 (the RTS Consumer & Retail... 2011-02-22

Having been careful with its cash over the past few years, Diageo has loosened its coffers and bought Turkey's leading spirits company Mey Icki for GBP1.3bn. Although not really a game... 2011-02-21