Czech Republic

Eastern Europe has managed to improve its economic fundamentals since the economic slump in 2008. Yet investors remain skittish and fear that the crisis in the eurozone might spill over to Emerging Europe.

Marcus Svedberg, chief economist for Swedish asset manager East Capital, says there is a pricing anomoly between the premiums on bonds and the discounts on equities in the CEE region.

Emerging markets were caught up in the global equity rout over the third quarter. But was this a justified correction or has indiscriminate selling created compelling valuation opportunities?