Here is the potential in 2012
Most of the world markets will be leaving a tough stock market year behind them. Eastern Europe and Asia are no exception. But there are markets that are better positioned for 2012 than others, believes Peter Elam Håkansson, head of the Public Equity Investment team.
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“Putin will have to reinvent himself as a reformer”
 Vladimir Putin’s support rate has dropped following the parliamentary elections and street protests in December. In an interview, Aivaras Abromavicius, senior advisor at East Capital, gives his view on what this means for the Russian stock market.
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China paves the way for continued growth
 China’s economic growth continued on its spectacular 30-year growth trend of over 9% annually last year. China also took the global lead in the number of patents filed - an interesting indicator of China's future competitiveness, writes Portfolio Manager Gustav Rhenman.
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”The situation in Hungary could deteriorate.”
 The Hungarian government’s new laws brought protests on the streets and hard criticism from both the IMF and the EU, who are threatening to refuse emergency lending. East Capital's chief economist Marcus Svedberg can only see one possible solution.
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Market comments
Eastern Europe
Most equity markets and currencies in Eastern Europe continued to fall during the last month of 2011. Russia was one of the worst markets, not least because of its domestic issues.
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East Asia
Asian stock markets held relatively steady in December. Chinese PMI figures for the month indicated improved conditions in the manufacturing sector, and stock markets were up.
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