Poland Views

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Opportunities In Confectionery

The past year or so has been a challenge for the Polish consumer. Following a sustained boom that lasted even through the 2008-2009 period when nearly all of Europe grinded to a halt, real GDP growth...

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Regional FX & Fixed Income Strategy

Our Spain-over-Italy 5-year credit default swap (CDS) view, initiated on July 31, was underpinned by our belief that political risk in Italy was inadequately priced into fixed income markets. However...

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