Group 1 - Poland's main stock index WIG has risen by 28.6% this year, significantly outperforming the S&P 500's 1% increase, making it one of the strongest markets globally [1] - The strong performance of the Polish stock market is attributed to its relative independence from global trade wars and expectations of benefiting from Germany's substantial fiscal stimulus plan [3][5] - The current price-to-earnings ratio of Polish stocks is 15% lower than that of the MSCI Emerging Markets Index [4] Group 2 - Poland's economy showed strong resilience, with a year-on-year growth of 3.8% in Q1 2025, making it the second-fastest growing country in the EU, behind Ireland [6] - Analysts expect an average earnings growth of about 10% for companies listed on the Warsaw Stock Exchange in 2025, with financial services companies increasing dividends after record profits [6] - The release of previously frozen EU funds for infrastructure and energy transition projects is providing additional momentum for the Polish market [7] Group 3 - Investors are closely watching the presidential election on June 1, where the outcome could significantly impact investor confidence in Polish assets [8][9] - The potential victory of the pro-EU candidate Donald Tusk could enhance investor confidence, while a loss may raise concerns about Poland's reform trajectory [9] - Emerging markets, including Poland, are becoming a focal point for global investors, driven by expectations of a weaker dollar and a potential peak in U.S. bond yields [9]