Due to the growing geopolitical risks, the expert advises rather to avoid companies from the WIG20 index of the Warsaw Stock Exchange. He sees the chances of improving the results and sentiment in small and medium -sized companies. A spectacular example of growth in recent weeks was Toya, one of the leading players in the tool industry.
– We now have the cover “The Economist” with Poland. On the one hand, the heart grows, on the other hand we can deal with the Cover Indicator effect. If a given country is exposed in global media, then after some time its economic results may be some weakening – says Sobiesław Kozłowski.
Which sectors are currently the best place to invest? A representative of Noble Securities indicates that investors should look at each of the companies separately.
– Rather, I recommend companies that have been relatively low so far, with a chance for positive surprises – convinces Sobiesław Kozłowski.
What will the Monetary Policy Council do
According to the expert, the economic condition of Poland should be assessed positively, although at the same time you need to keep in mind numerous variables that can potentially affect the stability of the Polish market. The expert mentions anxieties related to the presidential and parliamentary elections in 2027 among them.
– The risk balance seems ambiguous, asymmetrical. On the one hand, industrial production is getting better, but the investments are doing much slower. The consumer is therefore restrained when it comes to expenses. The Monetary Policy Council may also be frightened by stronger data when it comes to remuneration for April. This may cause that interest rate discounts will take a little slower than assumed – forecasts Sobiesław Kozłowski.
