Idiosyncratic CEE Stories in 2027

Backed by 1 desk

Diverse country-specific dynamics will shape the outlook for Central and Eastern Europe by 2027, reflecting unique economic and political developments across the region.

Each desk’s stance

ING

Poland's K-shaped recovery — Resilient industry vs. slumping construction and Asian-exposed sectors

ING

CEE Outward Direct Investment (ODI) as next growth stage — From FDI-to-export model to developing successful multinationals

ING

Idiosyncratic CEE stories in 2027 — Mixed regional outlook driven by country-specific dynamics

What’s driving this thesis

Country-specific factors
Regional disparities
Economic forecasts
Political dynamics
Industry trends

The specific trades, targets and full rationale behind this thesis are on the trades board. See the full cross-bank macro-theme board for every narrative the desks are trading.

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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 institutional desks. No promotion.