Markets
JP Morgan: How to trade Turkish assets
TL flirts with new lows vs USD, but no worries
HSBC: New era for the lira
Asset Strategy for Turkey 2024: Stocks and dollar bonds may shine
Erdogan and Simsek warn against manipulation, down the stock market
Equity Outlook for 2024: Expecting a challenging first half, followed by a stronger trend in the second half
Deutsche Banks heralds carry trade in Turkish Lira is back
BofA on Turkish bank stocks: Why domestic-retail investors shouldn’t be a worry
Hot money returns to Turkish financial markets
BoFA on Turkish banks: The Great Normalization – Buy private banks
TL will gain value throughout 2024
Morning news from Turkey: Foreign policy dominates, outlook for TL positive
Bullish recommendations from BoFA, Goldman propel Istanbul Stock Exchange to new highs
Sabanci Holding: BUY recommendation from HSBC analysts
Commentary: TL government bonds attracting attention of investment banks, financial press
Central bank rate decision on Thursday keeps the bankers guessing
Erdogan’s remarks on Hamas had their toll on the equity market
Goldman Sachs: Turkey — Back in the Game
Simsek: Turkey nearing positive real interest rate to curb inflation
Mehmet Karacuka: Stock market and the economıc crısıs
Standart Chartered: Substantial rate hikes to continue in Türkiye
Barclay’s predicts “modest CB” rate hike, higher dollar/TL
JP Morgan: Türkiye: Fiscal stimulus suggests faster rate hikes
Equity Strategy: The state of Turkish markets amidst policy normalization
Why did the TL drop after the Central Bank rate hike?
Moody’s upgrades Turkish banks, banks try to rally
BofA on Turkish telecom sector: Inflation to reaccelerate but sector better prepared – still prefer Turkcell
Is Yatirim Yapı Kredi bank share analysis: Margins have been under fire, solid non-interest income weathered the storm
