Research Briefing | Jan 20, 2022

European Key Themes 2022: CEE is in for an eventful year

Key Themes 2022: CEE is in for an eventful year

After emerging as an outperformer in early 2021, the Central and Eastern European region is set to face an eventful year in 2022. This year should see brisk growth as the region’s economies recover from the pandemic and households begin to unwind their savings. But the recovery will be uneven, with threats from political uncertainty and high inflation risks.

What you will learn:

  • We expect inflation to peak in Q1 and many of the inflation drivers will fade in 2022
  • Following a year of disruptions, industry has turned the corner amid a broader easing of supply constraints. The recovery will be gradual and bumpy and won’t fully offset consumption weakness in Q1
  • The CEE region is supposed to be a key beneficiary of the EU’s NGEU plan, although it also faces a difficult transition to meet Green Deal targets.
Back to Resource Hub

Related research

Indonesia parliament complex building

Post

Indonesia likely to miss fiscal target in 2023

We expect Indonesia's budget balance to show a large deficit in H2 of this year as the cost of fuel subsidies is finally reflected in the fiscal accounts.

Find Out More
Shipping port in Thailand, Asia

Post

Shifting Asian supply chains amid ongoing US-China frictions

Manufacturing hubs in South East Asia are set to benefit from firms hedging against ongoing US-China frictions, in our view, and ASEAN countries will continue to be attractive destinations for investment.

Find Out More