Introduction 1. The political logic of economic and institutional reform 2. Political polarization and economic inequality 3. The pace and consistency of reform 4. Political polarization and economic growth 5. Polarization and policy instability: the view from the firm 6. Nationalism and endogenous polarization 7. Russia: polarization, autocracy and inconsistent reform 8. Bulgaria: polarization, democracy and inconsistent reform 9. Poland: robust democracy and rapid reform 10. Uzbekistan: autocracy and inconsistent gradualism 11. Conclusion.
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