Poland

Poland further risks its democracy and access to EU funds

  • Ruling PiS party uses pretext of Russian interference to pass law that could stifle political opposition

  • New law likely compounds existing disputes with EU over rule of law and judicial independence

  • EU funds which equate to 2% of annual GDP at risk. Poland equities attractively valued only if EU disputes are resolved

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This report is independent investment research as contemplated by COBS 12.2 of the FCA Handbook and is a research recommendation under COBS 12.4 of the FCA Handbook. Where it is not technically a research recommendation because the subject of the research is not listed on any European exchange, it has nevertheless been treated as a research recommendation to ensure consistent treatment of all Tellimer's research. This report has been produced by the analyst(s) named above (the "Analyst").

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