Some interesting tips coming out for investing in Eastern European banks. Looks like they've focussing on both political change and future personal banking markets.
New government in Poland, should pump growth by cutting taxes
Poland also cuts rates to a record low of 4.5%
Poland is dominant economy in region so what's good for Poland is also good for its neighbours including Slovakia and Hungary
The mortgage market in these east euro countries is tiny compared to west Europe, massive potential demand and sales are possible
Shares are risky though but also offer a lot of potential
Fleet Street Letter likes Blue Planet European Inv. Trust (BLP) which trades at a 20% discount to net assets
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