Poland's K-Shaped Recovery

Backed by 1 desk

Poland is experiencing a K-shaped recovery, where industrial sectors show resilience while construction and Asian-exposed industries struggle. This divergence reflects broader economic dynamics.

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

Sectoral performance divergence
Regional economic dynamics
Export opportunities
Industry specific challenges
Domestic consumption 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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