“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. At this moment, many look at Poland and say it’s too early to invest there. That’s the wrong mentality. Polish companies are strong. The Polish economy is strong. Stocks are cheap. It’s not like you’re trying to catch a falling knife. In this case, the knife has already landed in the block of wood, and it stopped vibrating long ago. Today, you can just walk up and grab it by the handle without fear.”
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