iO Partners’ Post

A detailed summary of the 2024 real estate investment trends in the CEE markets, provided by iO Partners. Should you need more specific information about Hungary, please let me know! #realestate #iopartners #capitalmarkets #budapest #hungary

As we approach 2025, we face a vast dichotomy of outlooks between the US and CEE. The US appears on the brink of substantial macroeconomic adjustments (economists speak for a bubble about to pop), as noted in a recent Financial Times report (link below) In contrast, Central and Eastern Europe (CEE) is positioned for significant growth driven by evolving investment landscapes, a skilled workforce, and advanced supply chains. Greece (obviously) has demonstrated remarkable resilience by successfully navigating economic challenges through strategic reforms, sound financial management, and consistent policy commitments. This transformation provides an interesting and inspiring example of how other emerging European economies can achieve sustainable growth in the near future. Countries like Poland, the Czech Republic, and Hungary are all capitalizing on competitive labour costs, strategic geographic positioning, and a growing focus on innovation, laying the groundwork for substantial economic progress. For investors, policymakers, and entrepreneurs, the outlook is clear - 2025 could usher in a dynamic new phase for the CEE region. This period presents opportunities to tap into local talent, adopt digital innovations, and cultivate cross-border partnerships that drive robust and inclusive development. The unfolding narrative hints at a promising growth trajectory for the European landscape. If CEE expansion is (or should be) on your radar for 2025, Antenna Digital Ventures wants to speak with you! Please reach out. https://lnkd.in/eEQA8gkT

In the face of global political, economic and social tensions, dialogue and regular exchange with representatives of the business world and civil society are of paramount importance. The World Economic Forum in Davos provided a good opportunity for fruitful discussions on the many current and future challenges facing the entire world - and for which common answers are needed. By attaching great importance to the Rule of Law, stability, openness, innovation and a long-term vision for a competitive and sustainable economy, Luxembourg will continue to be a reliable partner and play a constructive role on the international stage.

Have not gotten through all 327 pages yet, but great to see Mario Draghi’s report on European competitiveness released today ➡️ https://lnkd.in/e-9gHSZK Accelerating European competitiveness been a big theme for us at McKinsey Global Institute for some time. This year alone, we published a paper providing a fact-based assessment of how Europe’s economy and its firms are positioned for a new geo economic era. ➡️ mck.co/AcceleratingEurope And in June, we examined investment in Europe, outlining why Europe’s investment pulse is too low. European companies invest less per capita in productive assets, with large US corporations outspending their European counterparts by €700 billion annually. ➡️ mck.co/europeinvestment With more research to come soon from my colleagues Sven Smit, Jan Mischke, Guillaume Dagorret, Marc-Antoine de La Chevasnerie, Eric Hazan, Solveigh Hieronimus, and many others. Happy to see ideas being sparked, and the debate continue!

🌍 The year 2024 is set to be a pivotal moment for global politics! With elections in 64 countries covering four billion people, the world is watching closely. Octa's latest analysis explores how these political changes might impact investment landscapes. Key highlights: 🌐 Europe: 19 countries voting, potential shifts in 10 head of states, and parliamentary changes in 11 nations. 🗳️ USA: A rematch between Trump and Biden promises an intense campaign. 🇯🇵 Japan: Leadership crisis with Prime Minister Kishida Fumio facing challenges. 🇬🇧 UK: Early elections anticipated following Labour’s push for national renewal. 🇲🇽 Mexico: Crucial elections that could reshape the political landscape and impact regional stability. 💡 Investors, election periods can be prime times for real estate investments. Political uncertainties often lead to market fluctuations, presenting opportunities to buy properties at lower prices. Real estate can serve as a stable asset amidst volatility. Additionally, currency fluctuations during election times can benefit investors by providing favorable exchange rates, enhancing the value of international investments. 📈 🌟 Emerging markets like Mexico, particularly the Riviera Maya, present exceptional opportunities. With its growing tourism sector and increasing foreign investment, the Riviera Maya offers lucrative real estate prospects. Investing in such regions during election times can yield significant long-term returns. #GlobalElections2024 #InvestmentStrategy #PoliticalImpact #OctaAnalysis #MarketInsights #USAElections #EuropeVotes #JapanPolitics #UKElections #MexicoElections #InvestorAwareness #RealEstateInvesting #CurrencyFluctuations #EmergingMarkets #RivieraMaya link to full article: https://lnkd.in/gpJYCNTj

CEE’s Economic Outlook: Stable but Uncertain 🚨 S&P Global’s 2025 outlook shows stability, but risks loom: Germany’s slowing growth, geopolitical tensions, and fiscal challenges. Slovakia has already faced a downgrade. What does this mean for the region’s future? Read more ➡️ https://lnkd.in/ghAee2x3 #CEE #Economy #Geopolitics #HowWeCEEIt

The #SingleMarket is the cornerstone of European integration and an undeniable social and economic benefit ✅ But as the world continues to change, the EU must adapt so that it remains fit for today’s economy 🌐 Our #Agenda4Action shares more - find out below https://lnkd.in/eF_-4bwF

Investment is the driver of Europe's economic growth. Thanks to the activity of economic agents, the total volume of financial assets here has grown by 23% in the last 10 years alone. The share of fixed capital involved in the formation of GDP also increased and remains at the level of 22%. In top of all this, the development of international cooperation has greatly expanded Europe's openness, emphasizing the region's role in global trade and investment.

"Competitiveness in the 21st century demands a paradigm shift – one where economic growth is not at the expense of our planet. Our true measure of success will be our ability to create prosperity while stepping towards a greener future." says PwC's Marie Christine Adam #Luxembourg #Economy #Jelux #Competitiveness #PwC

What’s next for #Germany’s economy, and what does it mean for exporters and investors? Our Founder Marc Ambrock explores the unique challenges facing Germany—the economic leader of Europe— from energy dependency to labor shortages, and the impact of geopolitical shifts. With traditional sectors under pressure, Marc highlights potential opportunities in green energy and tech innovation as pathways for growth. Want to know more? Continue reading here to understand the complexities and opportunities that lie ahead for those invested in Europe’s largest economy. 👇