Emerging Markets
Danske Bank: USD weakness to support EM FX…. except TL?
Kearney: Investors will flee emerging markets in post-Covid period
Constantly off the central bank path: Turkey’s inflation up again making near-by rate cuts unfeasible
BNP Paribas: Emerging market equities – Opportunities among the challenges
VW abandons Turkey factory plan
Turkey’s PMI back to growth territory
EU to allow in visitors from 14 ‘safe’ countries; Turkey excluded
As widening current account deficit gets attention: Turkey trade deficit more than doubles in May
Reuters Poll: Turkish inflation seen rising above 12% in June
Another downgrade from Fitch: cuts Turkey economic growth forecast to -3.9%
Nikkei: Coronavirus triggers dollar drain in big emerging markets
Comment: EM is a value trap, but we live in the “who cares” world
Albayrak believes in V shaped recovery urging banks to lend more
EM Strategy: A Few Reasons for a Correction
U.S. prosecutor in Halkbank sanctions case steps down reminding of Bolton’s claims
This week’s meeting: Turkey’s monetary easing almost coming to an end
Recovery… really?
Nordea: EM rally built on sand
Bloomberg: Turkey is struggling to undo lockdown damage
Turkey’s central bank: priority on production and government finances
Turkey’s home sales slump again
Turkey’s dismal fiscal performance that began long before COVID-19
Assad sacks PM, as economic crisis deepens in Syria
Erdogan rules out early elections; modifies the election code to stop the newfound opposition parties
Turkey reaches deal with Euroclear for wider foreign access to local bond market
Iranian Trucks Resume Border Trade With Turkey
What drives Turkey’s growing influence in Africa?
Reuters poll: EM currencies to rally through summer
