Page 1 1 S TATISTICAL A NNEX 2005 2006 2007 2008 2Q 08 3Q 08 4Q 08 1Q 09 D ec- 0 8 J an- 0 9 F eb- 0 9 M ar- 0 9 Real GDP growth, (% change, y/y) 1 Bulgaria 6.3 6.3 6.2 6.0 7.1 6.8 3.5 -3.5 Czech Republic 6.3 6.8 6.0 3.2 4.4 4.0 0.2 -3.2 Estonia 9.2 10.4 6.3 -3.6 -1.1 -3.5 -9.7 -15.6 H ungary 4 .0 4 .1 1 .2 0 .6 2 .1 1 .3 - 2.5 - 6.4 Latvia 10.6 12.2 10.0 -4.6 -1.9 -5.2 -10.3 -18.0 Lithuania 7.8 7.8 8.9 3.0 5.2 2.9 -2.2 -12.6 P oland 3.6 6.2 6.7 4.8 5.8 4.8 2.9 -- Romania 4.1 7.9 6.2 7.1 9.3 9.2 2.9 -6.4 S lovakia 6.5 8.5 10.4 6.4 7.9 7.0 2.7 -5.4 Slovenia 4.3 5.9 6.8 3.5 5.5 3.9 -0.8 -- Croatia 4.2 4.7 5.5 2.4 3.4 1.6 0.2 -- Industrial production, WDA (%, y/y) Bulgaria 7.2 6.0 9.5 0.6 5.0 0.7 -7.0 -18.2 -11.2 -17.2 -17.4 -19.7 C zech Republic 4 .1 8 .6 1 0.6 - 2.7 4 .7 - 1.9 - 12.8 - 20.0 - 17.0 - 20.9 - 20.3 - 19.0 Estonia 11.1 10.2 6.4 -5.9 -2.8 -4.0 -17.4 -29.1 -22.2 -27.0 -30.6 -29.8 Hungary 7.3 10.6 8.1 -1.0 4.8 -1.8 -12.2 -21.6 -23.1 -20.7 -25.2 -19.6 Latvia 7.5 6.5 1.0 -3.8 -0.4 -5.0 -9.9 -23.2 -13.4 -22.7 -23.5 -23.5 Lithuania 7.6 6.7 2.5 4.9 9.3 2.5 -1.5 -13.1 -3.9 -6.2 -12.4 -19.9 Poland -- 12.3 9.3 2.3 5.1 1.1 -6.0 -11.8 -9.9 -13.2 -12.4 -10.0 Romania -2.9 9.5 10.2 3.1 6.6 3.8 -5.7 -13.3 -12.3 -13.8 -13.9 -12.5 Slovakia -2.5 12.3 16.0 4.4 11.8 5.7 -11.1 -22.9 -20.2 -25.4 -25.6 -18.0 Slovenia 4.2 6.1 7.2 -1.8 2.7 -1.2 -11.1 -19.4 -18.9 -17.6 -22.4 -18.5 Croatia 5.0 4.3 5.0 0.7 2.1 0.1 -2.2 -10.0 -5.2 -11.5 -8.1 -10.3 Volume indices of retail sales, WDA (excl. motor vehicles, automotive fuel, %, y/y) Bulgaria 22.2 19.8 26.7 14.7 19.8 15.3 5.1 -5.7 0.1 -1.6 -5.9 -9.2 Czech Republic 6.9 7.8 7.8 6.5 10.9 7.8 0.2 -4.1 -3.6 -2.3 -6.4 -3.9 Estonia 18.5 21.7 15.7 5.1 8.3 7.7 -4.1 -16.4 -10.9 -12.8 -20.4 -16.3 Hungary 7.4 7.9 2.8 3.6 5.9 5.1 -0.2 -- -2.7 -3.7 -2.4 -- Latvia 30.4 26.2 22.4 3.6 9.3 4.4 -7.6 -26.3 -8.8 -17.0 -21.8 -38.9 Lithuania 15.9 11.6 19.3 14.9 20.8 14.7 3.5 -14.6 -1.8 -10.8 -15.2 -17.8 Poland 2.6 11.7 12.7 6.6 8.8 6.8 0.6 -0.2 -1.1 0.3 1.8 -2.5 Romania 25.1 23.6 22.8 27.7 41.4 32.5 9.6 -0.8 -4.1 0.9 -0.4 -2.7 Slovakia 9.2 9.6 7.5 13.5 13.1 15.6 8.0 -6.9 6.6 -2.7 -10.1 -7.8 Slovenia 12.7 6.1 10.5 20.5 27.1 24.4 8.5 -7.9 4.2 -1.5 -13.9 -8.4 Croatia 7.1 6.8 6.1 5.7 6.9 8.5 3.0 -- 3.8 1.6 -0.9 -- Harmonized unemployment rates NSA (%, LFS data) Bulgaria 10.1 9.0 6.9 5.6 5.8 5.1 5.0 5.9 5.2 5.5 5.8 6.2 Czech Republic 7.9 7.2 5.3 4.4 4.2 4.3 4.4 5.5 4.7 5.2 5.5 5.7 Estonia 7.9 5.9 4.7 5.5 4.0 6.2 7.6 10.1 8.2 9.1 9.9 11.3 Hungary 7.2 7.5 7.4 7.8 7.6 7.7 8.0 9.1 8.4 8.7 9.1 9.5 Latvia 8.9 6.8 6.0 7.5 6.3 7.2 9.9 15.7 11.2 13.7 15.8 17.6 Lithuania 8.3 5.6 4.3 5.8 4.5 6.0 7.9 14.6 9.6 12.3 14.8 16.7 Poland 17.8 13.9 9.6 7.1 7.1 6.6 6.7 7.9 7.1 7.6 8.0 8.2 Romania 7.2 7.3 6.4 5.8 5.6 5.4 5.8 -- 5.8 -- -- -- Slovakia 16.3 13.4 11.1 9.5 10.0 8.9 8.6 10.4 8.9 9.6 10.3 11.2 Slovenia 6.5 6.0 4.9 4.4 4.1 4.1 4.3 5.0 4.3 4.8 5.1 5.3 Croatia 13.0 11.5 9.6 -- 7.9 7.0 8.7 9.8 8.9 9.5 9.8 10.0 1 GDP data for 1Q 2009 are preliminary figures. 49469 v2 Page 2 2 2005 2006 2007 2008 2Q 08 3Q 08 4Q 08 1Q 09 Dec- 08 Jan- 09 Feb- 09 Mar- 09 Consumer price inflation (% change, y/y) Bulgaria 5.0 7.3 8.4 12.3 15.0 12.2 9.3 6.0 7.8 7.1 6.0 4.9 C zech Republic 1 .9 2 .5 2 .8 6 .3 6 .8 6 .7 4 .7 2 .2 3 .6 2 .2 2 .0 2 .3 Estonia 4.1 4.4 6.6 10.4 11.4 10.9 8.3 3.2 7.0 4.1 3.4 2.0 Hungary 3.6 3.9 8.0 6.1 6.8 6.3 4.3 3.0 3.5 3.1 3.0 2.9 Latvia 6.7 6.6 10.1 15.4 17.7 15.8 12.0 9.2 10.5 9.8 9.6 8.2 Lithuania 2.7 3.7 5.7 11.1 12.1 11.7 9.3 8.7 8.5 9.6 8.7 7.7 P oland 2.1 1.0 2.5 4.2 4.3 4.7 3.7 3.2 3.3 2.8 3.3 3.6 Romania 9.0 6.6 4.8 7.8 8.6 8.1 6.8 6.8 6.3 6.7 6.9 6.7 Slovakia 2.7 4.5 2.8 4.6 4.5 5.1 4.8 3.0 4.4 3.4 3.1 2.6 Slovenia 2.5 2.5 3.6 5.7 6.6 6.1 3.4 1.8 2.1 1.6 2.1 1.8 Croatia 3.3 3.2 2.9 6.1 6.6 7.4 4.5 3.8 2.9 3.4 4.2 3.8 E xchange rate (nominal, LCU/EUR, period average) Bulgaria 2.0 2.0 2.0 2.0 2.0 2.0 2.0 2.0 2.0 2.0 2.0 2.0 Czech Republic 29.8 28.3 27.8 24.9 24.8 24.1 25.3 27.6 26.1 27.2 28.5 27.2 Estonia 15.6 15.6 15.6 15.6 15.6 15.6 15.6 15.6 15.6 15.6 15.6 15.6 Hungary 248.1 264.3 251.4 251.5 248.0 236.1 263.4 294.2 265.0 279.9 298.3 304.1 L atvia 0.7 0.7 0.7 0.7 0.7 0.7 0.7 0.7 0.7 0.7 0.7 0.7 Lithuania 3.5 3.5 3.5 3.5 3.5 3.5 3.5 3.5 3.5 3.5 3.5 3.5 Poland 4.0 3.9 3.8 3.5 3.4 3.3 3.8 4.5 4.0 4.2 4.6 4.6 Romania 3.6 3.5 3.3 3.7 3.7 3.6 3.8 4.3 3.9 4.2 4.3 4.3 Slovakia 38.6 37.2 33.8 31.3 31.4 30.3 30.4 -- 30.2 -- -- -- S lovenia 2 39.6 2 39.6 - - - - - - - - - - - - - - - - - - - - Croatia 7.4 7.3 7.3 7.2 7.3 7.2 7.2 7.4 7.2 7.4 7.4 7.4 Exchange rate (nominal, LCU/USD, period average) Bulgaria 1.6 1.6 1.4 1.3 1.3 1.3 1.5 1.5 1.4 1.5 1.5 1.5 Czech Republic 24.0 22.6 20.3 17.1 15.8 16.5 19.4 21.5 19.2 21.8 22.2 20.6 Estonia 12.6 12.5 11.4 10.7 10.0 10.6 11.9 12.1 11.2 12.2 12.4 11.8 Hungary 199.7 210.5 183.8 172.1 155.2 161.1 198.4 233.8 190.1 232.6 236.4 232.5 Latvia 0.6 0.6 0.5 0.5 0.4 0.5 0.5 0.5 0.5 0.5 0.6 0.5 Lithuania 2.8 2.8 2.5 2.4 2.2 2.3 2.6 2.7 2.5 2.7 2.7 2.6 Poland 3.2 3.1 2.8 2.4 2.2 2.2 2.9 3.6 3.0 3.5 3.7 3.5 Romania 2.9 2.8 2.4 2.5 2.3 2.4 2.9 3.3 2.9 3.3 3.4 3.2 Slovakia 31.0 29.7 24.7 21.3 19.8 20.6 23.1 -- 21.6 -- -- -- Slovenia 192.7 191.0 174.1 -- -- -- -- -- -- -- -- -- Croatia 5.9 5.8 5.4 4.9 4.6 4.8 5.5 5.7 5.3 5.8 5.8 5.6 Exports of goods (EUR, %, y/y) Bulgaria 18.6 24.1 15.0 13.1 22.3 17.9 -10.0 -9.9 -14.4 -27.7 -25.7 19.7 Czech Republic 13.2 20.4 18.2 11.3 21.3 15.9 -7.7 -23.9 -10.5 -27.5 -30.9 -13.2 Estonia 29.6 24.8 4.1 5.4 5.6 14.7 -3.1 -25.6 -6.5 -28.1 -26.4 -22.4 Hungary 13.2 18.5 16.1 5.2 13.2 5.8 -10.8 -26.3 -17.6 -31.4 -29.4 -18.5 Latvia 28.7 18.2 23.7 13.4 14.5 20.6 -1.1 -25.9 -6.2 -25.1 -29.5 -23.1 Lithuania 26.9 18.7 11.1 28.4 36.1 34.4 13.1 -25.3 -3.2 -15.8 -27.1 -31.3 Poland 19.2 22.7 15.9 11.7 22.0 17.8 -9.8 -23.3 -19.7 -25.0 -26.7 -18.2 Romania 17.5 16.2 14.3 13.7 23.0 20.2 -2.5 -19.4 -16.2 -23.8 -27.9 -6.4 Slovakia 14.9 30.1 27.3 13.7 21.7 18.0 -2.0 -21.5 -10.3 -25.7 -24.7 -14.2 Slovenia 17.6 19.6 18.7 5.6 12.0 7.4 -7.2 -22.0 -12.0 -23.9 -23.3 -19.0 Croatia 9.6 16.7 9.1 6.4 7.8 15.3 -5.1 -13.4 -4.0 -26.5 -4.8 -9.6 Imports of goods (EUR, %, y/y) Bulgaria 26.2 5.2 41.7 15.9 33.2 18.3 -5.2 -19.7 -17.1 -33.1 -31.3 3.6 Czech Republic 9.3 20.7 16.2 11.6 18.8 14.1 -3.3 -25.4 -7.6 -25.5 -30.9 -19.9 Estonia 22.5 30.5 6.8 -4.7 -5.4 1.4 -12.0 -33.6 -15.1 -36.5 -34.6 -29.8 Hungary 9.9 16.5 11.9 5.2 12.7 7.7 -10.0 -28.7 -17.9 -29.7 -32.5 -23.9 Latvia 22.6 31.5 21.6 -2.1 -0.1 -1.3 -13.2 -35.5 -16.2 -35.0 -39.0 -32.4 Lithuania 25.5 23.5 15.4 18.0 22.5 22.2 -1.7 -42.2 -8.8 -40.2 -41.8 -44.2 Poland 13.3 23.8 19.6 14.9 24.2 21.9 -6.0 -29.8 -16.7 -27.6 -33.1 -28.7 Romania 23.9 25.1 25.9 9.6 19.3 18.7 -11.1 -35.4 -24.3 -35.9 -35.4 -34.9 Slovakia 16.0 28.2 23.1 13.6 21.0 17.7 -1.7 -21.8 -9.4 -20.9 -26.8 -17.6 Slovenia 14.5 17.6 19.8 9.2 15.9 12.8 -5.1 -26.3 -11.1 -29.5 -27.4 -22.3 Croatia 12.0 14.4 10.1 10.5 15.7 15.7 -2.3 -23.9 -1.6 -31.8 -25.4 -15.4 Page 3 3 2005 2006 2007 2008 2Q 08 3Q 08 4Q 08 1Q 09 Dec- 08 Jan- 09 Feb- 09 Mar- 09 T rade balance (% GDP) Bulgaria -20.2 -22.0 -25.1 -25.7 -26.5 -26.4 -25.7 Czech Republic 2.0 2.0 3.4 2.8 3.6 3.7 2.8 E stonia -13.9 -18.3 -17.6 -11.5 -14.5 -12.9 -11.5 Hungary -2.5 -2.3 0.3 0.1 0.7 0.4 0.1 L atvia -18.9 -25.6 -23.9 -17.0 -20.3 -18.3 -17.0 Lithuania -11.3 -13.9 -15.1 -11.6 -14.3 -13.3 -11.6 Poland -0.9 -2.0 -4.0 -4.6 -4.2 -4.4 -4.6 R omania - 9.8 - 12.0 - 14.4 - 13.3 - 14.5 - 14.6 - 13.3 Slovakia -5.0 -4.5 -1.2 -1.1 -1.0 -1.1 -1.1 Slovenia -3.6 -3.7 -4.8 -7.2 -6.2 -7.0 -7.2 Croatia -24.0 -24.4 -25.2 -24.5 -26.3 -25.7 -24.5 Current account balance (%GDP) B ulgaria -12.4 -18.4 -25.1 -25.3 -26.8 -25.9 -25.3 Czech Republic -1.3 -2.6 -3.2 -3.1 -3.2 -2.6 -3.1 Estonia -10.0 -16.7 -18.1 -9.2 -14.3 -12.0 -9.2 Hungary -7.5 -7.5 -6.5 -8.4 -6.6 -7.3 -8.4 Latvia -12.5 -22.5 -22.5 -12.6 -18.5 -15.2 -12.6 L ithuania - 7.1 - 10.6 - 14.6 - 11.6 - 15.0 - 14.1 - 11.6 Poland -1.2 -2.7 -4.7 -5.5 -5.2 -5.4 -5.5 Romania -8.6 -10.4 -13.5 -12.4 -14.1 -13.8 -12.4 Slovakia -8.4 -7.0 -5.3 -6.5 -6.6 -6.6 -6.5 Slovenia -1.7 -2.5 -4.2 -5.9 -5.9 -5.7 -5.9 Croatia -6.3 -7.9 -8.6 -10.0 -10.7 -10.5 -10.0 FDI, net (% GDP) Bulgaria 14.7 23.9 28.7 16.7 24.4 21.3 16.7 Czech Republic 9.4 2.8 5.1 4.1 4.9 4.8 4.1 Estonia 15.7 4.2 5.3 4.4 5.7 5.7 4.4 Hungary 5.0 3.2 1.7 3.2 3.8 2.5 3.2 Latvia 3.6 7.5 6.7 3.3 4.9 4.4 3.3 Lithuania 2.6 5.1 3.6 3.1 2.7 2.8 3.1 Poland 2.3 3.1 4.3 2.4 3.4 2.9 2.4 Romania 6.5 8.9 5.7 6.8 6.7 6.4 6.8 Slovakia 4.1 6.8 3.5 3.3 2.7 2.6 3.3 Slovenia -0.1 -0.6 -0.8 0.7 0.4 0.2 0.7 Croatia 4.1 7.5 9.3 6.3 8.1 6.8 6.3 Portfolio investment, net (% GDP) Bulgaria -5.2 0.7 -2.0 -1.5 -1.8 -2.5 -1.5 Czech Republic -2.7 -0.8 -1.6 -0.2 0.0 1.3 -0.2 Estonia -16.0 -8.0 -2.4 2.6 0.3 0.3 2.6 Hungary 3.9 5.6 -1.6 -2.5 -1.6 1.5 -2.5 Latvia -0.8 0.2 -2.3 0.7 0.8 1.1 0.7 Lithuania -1.0 -0.8 -0.8 -0.2 -0.7 0.1 -0.2 Poland 4.1 -0.9 -1.2 -0.6 -0.5 0.6 -0.6 Romania 1.0 -0.2 0.4 -0.7 0.1 -0.1 -0.7 Slovakia -2.0 2.9 -0.6 2.5 1.1 1.6 2.5 Slovenia -4.6 -4.7 -6.6 1.6 -3.5 -4.0 1.6 Croatia -3.8 -1.6 0.0 -1.2 1.2 0.5 -1.2 Page 4 4 2005 2006 2007 2008 2Q 08 3Q 08 4Q 08 1Q 09 Dec- 08 Jan- 09 Feb- 09 Mar- 09 General Government balance (ESA95, % GDP) Bulgaria 1.9 3.0 0.1 1.5 Czech Republic -3.6 -2.6 -0.6 -1.4 E stonia 1.5 2.9 2.7 -3.0 Hungary -7.8 -9.3 -4.9 -3.4 Latvia -0.4 -0.5 -0.4 -4.0 L ithuania - 0.5 - 0.4 - 1.0 - 3.2 Poland -4.3 -3.9 -1.9 -3.9 R omania - 1.2 - 2.2 - 2.5 - 5.4 Slovakia -2.8 -3.5 -1.9 -2.2 Slovenia -1.4 -1.3 0.5 -0.9 C roatia -4.0 -2.4 -1.6 -- General Government revenues (ESA95, % GDP) B ulgaria 41.2 39.5 41.5 39.0 Czech Republic 41.4 41.2 42.0 40.9 Estonia 35.5 37.1 38.2 37.9 Hungary 42.3 42.7 44.8 46.5 Latvia 35.2 37.7 35.5 35.5 Lithuania 32.8 33.1 33.9 34.0 Poland 39.1 39.9 40.2 39.2 Romania 32.3 33.1 34.0 33.1 Slovakia 35.4 33.5 32.5 32.7 S lovenia 4 3.8 4 3.3 4 2.9 4 2.7 Croatia 44.5 44.8 46.0 -- General Government expenditures (ESA95, % GDP) Bulgaria 39.3 36.5 41.5 37.4 Czech Republic 45.0 43.8 42.6 42.4 Estonia 34.0 34.2 35.5 40.9 Hungary 50.1 51.9 49.7 49.8 Latvia 35.6 38.2 35.9 39.5 Lithuania 33.3 33.6 34.9 37.2 Poland 43.4 43.8 42.1 43.1 Romania 33.5 35.3 36.6 38.5 Slovakia 38.2 36.9 34.4 34.9 Slovenia 45.3 44.6 42.4 43.6 Croatia 48.5 47.2 47.6 -- General government debt (% GDP) Bulgaria 29.2 22.7 18.2 14.1 Czech Republic 29.8 29.6 28.9 29.8 Estonia 4.5 4.3 3.5 4.8 Hungary 61.7 65.6 65.8 73.0 Latvia 12.4 10.7 9.0 19.5 Lithuania 18.4 18.0 17.0 15.6 Poland 47.1 47.7 44.9 47.1 Romania 15.8 12.4 12.7 13.6 Slovakia 34.2 30.4 29.4 27.6 Slovenia 27.0 26.7 23.4 22.8 Croatia 43.8 41.0 38.0 39.0 Exchange rate (USD/EUR) 1.244 1.244 1.244 1.244 1.562 1.505 1.318 1.303 1.345 1.324 1.279 1.305 Source: Eurostat, EC, WIIW, CSOs, NCBs, World Bank, IMF IFS, staff calculations. Note: Cut-off data for data collection: May16, 2009 Page 5 5