Investing in Eastern Europe April 2008 - Credit Swiss

Investing in Eastern Europe April 2008


Elizabeth Eaton, Senior Portfolio Manager

Now
Financials -- credit expansion across the region
Infrastructure -- public and private sector investment
Consumer – domestic demand is growing
Natural Resouces – remain a global force
Remaining undervalued assets
Bottom up delivery on investment performance supports valuation
But supported by
Range bound commodity prices
Stable macroeconomics & politics

page : 29

5_liz_eaton.ppt