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EM Risk Rewards: Poland elections and economy

EM Risk Rewards: Poland elections and economy Synopsis: Investors were surprised as the Polish Central Bank cut rates despite inflation above 10% As per local Polish media, United Right leads due to sustained right-leaning policies & incumbent president’s popularity EMAlpha’s EM-focused Multilingual AI and Kleiman International’s EM experts dig deep into the “on-the-ground” sentiment The Covid-19 Induced Global Chip Shortage When Covid-19 hit the world in early 2020, a pall of gloom hung over the global economy and uncertainty ruled the day. The future was pretty much unchartered and countries and companies around the globe started swinging in the dark.

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EM Risk Rewards: Poland elections and economy
September 26, 20233 min reademerging-marketssentiment-analysis

EM Risk Rewards: Poland elections and economy

Synopsis:

  • Investors were surprised as the Polish Central Bank cut rates despite inflation above 10%

  • As per local Polish media, United Right leads due to sustained right-leaning policies & incumbent president’s popularity

  • EMAlpha’s EM-focused Multilingual AI and Kleiman International’s EM experts dig deep into the “on-the-ground” sentiment

The Covid-19 Induced Global Chip Shortage

When Covid-19 hit the world in early 2020, a pall of gloom hung over the global economy and uncertainty ruled the day. The future was pretty much unchartered and countries and companies around the globe started swinging in the dark. The current chip shortage is the result of the unexpected ways in which the global industries’ demand has played out for the chips.

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