With those issues perhaps fully priced into Polish stocks, investors could be getting close to the right time to consider EPOL and PLND.
“Unlike a large portion of the emerging markets space, Poland’s fundamentals look relatively strong with few overbearing structural issues. Poland’s growth remains around a 3-handle, largely driven by domestic demand which also provided support during the global financial crisis. Resilient domestic demand helps shelter Poland from external shocks. Growth will likely benefit indirectly from European QE, and with the benchmark rate at 1.5%, the Polish central bank still has some ammunition to ease policy,” according to a Seeking Alpha post.
iShares MSCI Poland Capped ETF
