Makro i sektorske analize koje vam pomažu u pametnom i utemeljenom donošenju odluka.
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Adria Region Macro Quarterly 1Q 2024 - Economy on a steady course
Our latest report summarizes the effects of higher personal consumption and recovering foreign component of the gross domestic productin the Adria region countries we see in 2024. Unlike many parts of Europe, it seems that the region has successfully avoided recession, as domestic conditions proved to be much more resilient.
08.12.2023.
Interest rates and Financial Market outlook 2024 - Bonds to shine in 2024
Interest rates push coming from the ECB and FED has entered into a flat territory. This doesn’t mean that the restrictiveness is on hold, as higher levels of interest rates achieved so far provide support for the transmission mechanism to keep rolling.
01.12.2023.
Commercial real estate - retail: Window shopping materializes into lively sales growth
The retail real estate industry has undergone its most significant transformation in history, and the cause can be traced, in its initial steps, to restricted movements during the pandemic and subsequently to changes in consumer behavior, with an essential part of the progress being the rise of e-commerce.
24.11.2023.
Adria region Electrical Equipment Sectoral Analysis - Power surge in sales, power sag in profitability
This report scans the electrical equipment in Adria region from production and distribution market ends. We zoom in on the businesses within the electrical components and equipment sector which facilitate the availability of power distribution and renewable energy generation/transfer.
17.11.2023.
Commodity report - The golden age is not the age for the gold
Commodity market shows mixed picture during 2023. Agriculture and energy are stabilizing compared to rocky 2022, while precious metals benefit from their inflation hedge properties in the light of still elevated inflation, recessionary environment and geopolitical tensions.
09.11.2023.
Energy sector
2022 was extremely challenging for companies from the energy sector. The central factor of instability was an extreme volatility of energy prices. The increase of prices on global market increased companies’ input costs, while inability to pass the increase on customers due to state price caps resulted in a significant drop in profitability for most of companies.
06.11.2023.
Stock market report - Examining determinants of regional stock market liquidity
Adria region stock indexes are mostly in green this year, with positive price returns in year-to-date comparisons everywhere except the Sarajevo stock exchange index (SASE). In this report, we examine market-wide drivers of stock market liquidity and highlight the determinants to drive the performance going forward.
27.10.2023.
Rougher waters ahead? - Adria region Maritime ports
In this report we take a deep dive into the economics of regional ports. There are 3 key players handling shipping in the region: Luka Koper, Luka Ploče and Luka Rijeka. We offer the rationale for differences through presenting their competitive advantages. We also sought to provide a strong global context through various global shipping and port operating giants.
24.10.2023.
