Poland's budget deficit is expected to remain high through 2030. Analysts are warning of rising fiscal risks and increasing pressure on the bond market.
The expansion of AI infrastructure is creating new growth opportunities for Poland and Hungary. The World Bank and the EBRD expect long-term productivity gains.
Poland's offshore expansion begins with Baltic Power. In the future, wind energy is expected to support data centers, artificial intelligence, and the energy transition.
Despite stable banks, the non-performing loan ratio in Eastern Europe has fallen to 1.86%. The construction and real estate sectors, in particular, remain high-risk sectors.
E-commerce in the Czech Republic and Slovakia is developing at different rates: Larger online retailers, in particular, are growing and planning new investments.