“Poland exists as the investment world’s version of an unwanted orphan. But all of that will change. And when it does, profits will flow to those who invest now. The catalyst that will emerge is Poland’s inclusion in the euro zone in the next few years. When that happens, every institutional investor in the world with a euro focus will flood into Polish stocks. Euro-centric index mutual funds will be forced to add Polish exposure, while pension funds and insurance companies will seek to juice the growth of their euro-focused portfolios since Poland’s fast economic growth is a bright light inside the euro zone. And just like that, Poland will go from black sheep to white swan.”
http://thesovereigninvestor.com/2013/11/29/european-economy-must/
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