The Point for CEEMEA

This report provides a weekly update on CEEMEA and global emerging market trends, highlighting robust mining equipment growth, positive global flight recovery, and stability in EM credit markets despite regional geopolitical tensions.

Key Takeaways

• 1.EM credit remains anchored despite geopolitical tensions in the Middle East.
• 2.Global flight cycles show a positive shift driven by China freight and European passenger demand.
• 3.Mining equipment market shows robust growth with increasing greenfield spending intentions.

Table of Contents

• MENA
• South Africa
• Emerging Europe
• Must Read
• Sector
• Strategy & Economics
• Fixed Income & FX
• Key Rating and Target Price Changes
• Appendix A-1

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