Diversified opportunities in emerging Europe

EMERGING EUROPE

Expansion in leverage has been key in explaining the economic adjustment of emerging Europe. Leading manager Colm McDonagh and economist Brian Coulton look at the outlook for the burgeoning region

Manager view The diversity of emerging Europe is far from fully appreciated. The investment remit encompasses a very large geographical area that extends to include countries from the Commonwealth of Independent States (CIS), consisting of former Soviet republics.  The political and cultural diversity is enormous, meaning also that the variety in economic size, fiscal performance, and of course investment opportunity, is equally huge.  Consider for example the vast natural resources enjoyed by a Russia and Kazakhstan, the trade benefits accruing to Turkey or Serbia from their geogr...