Makro i sektorske analize koje vam pomažu u pametnom i utemeljenom donošenju odluka.
Produktivnost u regiji raste, ali presporo
10.11.2025 10:35
Slabiji dolar briše zaradu evropskih investitora u S&P indeksu
03.10.2025 12:14
Ko su skriveni dragulji tržišta kapitala u Adria regiji?
23.09.2025 12:41
Stabilan rast u perspektivi, uz eksterne rizike koji ostaju na snazi
23.09.2025 12:36
Kvartalne analize
Kvartalni outlook i pregledi koji osvjetljavaju najvažnije makro i tržišne trendove i trendove koji pokreću tržište robe.
Ukupno analiza
329
+3 u poslednjih 30 dana
Nedavne analize
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Objavljeno u poslednjih 7 dana
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ETFs report - The present (and the future) of investing
Expansion of the global financial markets coming on the heels of multi-year period of cheap money has seen the rise in the global AUM of exchange traded funds (ETFs) to 10 trillion USD, compared to 0.8 trillion USD just around the Global Financial Crisis of late 2000s.
07.07.2023.
Plastic packaging industry - Defending single-digit profit margins in morphing industry
Plastic packaging is the fastest growing segment of the packaging industry with a 5.4% CAGR over period of last 20 years. Several big trends are responsible for realized growth but the latest two, sustainability and e-commerce, continue to challenge and shape the industry. In this report we give overview of Adria region plastic packaging industry, circular economy challenges and capabilities of industry players to adapt to ongoing changes.
03.07.2023.
Commodity report - Slowdown of price pressure
Commodity prices finally slowed down in 2023 (up to mid-June), as release came from warmer winter (for energy prices), Black Sea Grain Initiative (for cereals) and weaker demand from the world’s main economies (notably from weaker China reopening). Some commodities showed price movements in the other direction, e.g., sugar, which is affected by bad weather, but overall, the whole market saw a decline, consequently releasing inflation pressures.
23.06.2023.
Adria Region Macro Quarterly 3Q 2023 - A hint of optimism for 2023
Highlight of this report is an upgrade of our GDP forecasts for 2023 for most of Adria region countries. Namely, for the biggest economies in the region previously we were forecasting a real GDP stagnation this year alongside low single-digit growth rates elsewhere in the region.
16.06.2023.
Markets report - Midyear view
Global equity&bond are in a positive tone in five months of 2023, due to slower inflation and solid company earnings expectations (in main world indices) in next 12M. What is still keeping at least some risk for sporadic corrections present is the remaining need for monetary tightening as well as its magnitude. Equity market in Adria region in the 5M2023 displayed solid performance, except B&H indexes which underperformed. SBITOP, CROBEX10 and BELEX15 outperformed broader benchmark STOXX600.
09.06.2023.
Tobacco industry - Super Filtered profitability performance
In this report we explore the main trends, tailwinds, and headwinds in the regional tobacco industry. We recognize the Adria Region attractiveness for tobacco and divide the main players into two principal subgroups – producers and distributors. We also look at the global picture, examining the performance and strategies of the largest tobacco players.
01.06.2023.
Interest rates outlook - Higher for longer
The 2022 was highlighted by benchmark interest rates moving from extreme lows to high levels not seen in a decade. As inflation rates shows persistence, the policy rates are still biased upwards, and we see them „higher for longer“. The transmission to loan interest rates was, and still is, challenged by ample liquidity in the banking system. Our main thesis is that the ECB will be adjusting policy to keep policy rates in the next years higher than in the past 10 years (even if somewhat lower than currently) alongside gradually squeezing out excess liquidity from the system.
26.05.2023.
Mariculture industry - Superb nutrition, dreadful economics
Mariculture, the farming of marine organisms, is an emerging industry that is gaining traction in Croatia over the last couple of years. With over 5,800 kilometers of coastline and favorable water conditions, Croatia is becoming a major player in the mariculture sector. This report aims to provide an overview of the current state of the industry in Croatia and its growth prospects for the future.
23.05.2023.
