高盛：CEEMEA 观点_增长轮换和应对地缘政治风险
高盛证券·2024-10-13 16:43
9 October 2024 | 6:59PM BST the full-scale invasion of Ukraine in 2022. Meanwhile, activity in the CEE-4 and South Africa is gradually improving from weak levels. In the CEE-4, Poland is leading the way, while Czechia and Hungary are trailing, partly due to the relative importance of Europe's struggling automobile sector for these economies. In South Africa, underlying growth has picked up since the election. Amid this rotation in growth, overall activity in CEEMEA has moderated. Our CEEMEA Current Activity ...