A model example

An investment portfolio always requires a theme, and every stock bought as part of its construction must reflect that. The theme of Eastern Europe is, obviously, above average economic growth and, I believe, one of the best ways to capture that trend is through financial services. Eastern Europe is a blanket term, but the region can now be separated into two distinct categories. Members of the EU, such as the Baltics, Poland, Hungary, Czech Republic, Slovakia and Greece, and non-EU, such as Bulgaria, Romania and Turkey, which hope to gain entry in 2007. Their chances, however, may have re...