The document provides an outlook on the GEM equity strategy for 2014, focusing on Poland's equity market performance and pension fund regulations. It includes tables on pension fund flows and net equity purchases, highlighting Poland's positive return in 2013 despite pension fund nationalization. Analysts predict long-term impacts of regulatory changes and discuss risks related to government intervention in state-controlled companies.
doj/DataSet10/EFTA01451015.pdf
{"title":"GEM Equity Strategy Outlook 2014","key_people":["Tomas Krulowski","Marcin Jabczynski"],"document_date":"2013-12-11","document_type":"tabular","key_locations":["Poland"],"key_organizations":["Deutsche Bank AG","MSCI Poland","Civic Platform","Law and Justice","PGE"],"reference_numbers":["DB-SDNY-0107123","SDNY_GM_00253307","EFTA01451015"]}