PART 2 (2): Peter Elam Håkansson, Head of Portfolio Management Team and Marcus Svedberg, Chief Economist.
Theme: Outlook 2011
• Domestic consumption in Russia
• Inflation in Russia (2:10)
• Outlook on Hungary (3:30)
• The Baltic states: Appetite for structural reform and 2011 growth (5:37)
• Resolution of the Baltic banking crisis, attractive sectors and companies (7:03)
• Multispeed convergence in 2011 (8:40)
• Global liquidity effect on Eastern Europe (9:58)
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