from Summit Notebook:

Is emerging Europe out of the woods yet?

October 8, 2010

A surge in portfolio inflows is flooding into emerging central Europe, although yield-hungry investors are picking solid HUNGARY IMF/MATOLCSYpolicy and higher growth over countries still struggling to put the crisis behind them.

A jagged global recovery… but still no double dip

July 14, 2010

The latest Reuters quarterly economic outlook, based on surveys of more than 600 economists across Asia, Europe and North America smells a bit of danger.