Οικονομίες Κεντρικής & Νοτιοανατολικής Ευρώπης, Ανάλυση Οκτ. - Νοεμβρίου 2010
Οικονομίες Κεντρικής & Νοτιοανατολικής Ευρώπης, Ανάλυση Οκτ. - Νοεμβρίου 2010
Regional Economics & Strategy
20 Οκτωβρίου 2010
With the exception of Romania, the remaining countries have published positive flash estimate GDP growth readings in Q3, confirming our earlier view that the recovery in the region continues despite the deepening fiscal crisis in euro area. In terms of our strategy, we like receiving the 10-year POLGB-Bund spread at current levels around 250bps and favour long positions at the Ukrainian 4.95% October 2015 government bond in the area of 520 over ASWs.
