Categories Business Company & Industry Emerging Markets General HIGHLIGHTS Turkish companies have the potential to double in value Cem CetingucPosted on9 March, 202211 March, 2022 According to CompaniesMarketCap data, Turkish companies generate 0.20 percent of the total turnover and 0.21 … Continue ReadingTurkish companies have the potential to double in value
Categories Emerging Markets General HYPED AP: Iran seeks ‘creative ways’ to seal nuke deal after Russian demand Atilla YeşiladaPosted on8 March, 2022 A top Iranian official said Monday that his country is seeking “creative ways” to restore … Continue ReadingAP: Iran seeks ‘creative ways’ to seal nuke deal after Russian demand
Categories Emerging Markets General HYPED IMF warns of dire consequences from Ukraine War Atilla YeşiladaPosted on6 March, 2022 In a new posting to Fund’s website, titled “IMF Staff Statement on the Economic Impact … Continue ReadingIMF warns of dire consequences from Ukraine War
Categories Business Company & Industry Emerging Markets HIGHLIGHTS MENA faces a crisis as the world’s key wheat producers are at war Cem CetingucPosted on3 March, 2022 The near future looks grim for the countries in the Middle East and North Africa … Continue ReadingMENA faces a crisis as the world’s key wheat producers are at war
Categories Emerging Markets Finance HIGHLIGHTS Macro Thoughts: February 2022 – Shades of 2006-2008? Atilla YeşiladaPosted on20 February, 2022 Similar to what happened in 2006-2008, a compelling investment narrative based on fundamental truths and … Continue ReadingMacro Thoughts: February 2022 – Shades of 2006-2008?
Categories Emerging Markets Finance HIGHLIGHTS Fed Interest Rate Hikes Will Hurt Turkish Economy (And Other Emerging Markets) Badly Atilla YeşiladaPosted on11 February, 2022 American Central Bank Fed will start raising its interest rates by March. It will also … Continue ReadingFed Interest Rate Hikes Will Hurt Turkish Economy (And Other Emerging Markets) Badly
Categories Emerging Markets HIGHLIGHTS DESMOND LACHMAN: Winds of change set to hit emerging markets as US and China hit brakes Atilla YeşiladaPosted on11 February, 2022 On Thursday, global benchmark US 10-year government bond yield hit 2.03%, a 4 year high. … Continue ReadingDESMOND LACHMAN: Winds of change set to hit emerging markets as US and China hit brakes
Categories Emerging Markets HYPED IIF survey: Emerging market investors get ‘jitters’ in January Atilla YeşiladaPosted on6 February, 2022 With flows into emerging markets totaling an estimated $1.1bn for the month, IIF said increased … Continue ReadingIIF survey: Emerging market investors get ‘jitters’ in January
Categories Atilla Yeşilada Emerging Markets HIGHLIGHTS Commentary: Why most EM are uninvestable? Atilla YeşiladaPosted on6 February, 2022 Since before the pandemic, at the beginning of each year, strategists and fund managers have … Continue ReadingCommentary: Why most EM are uninvestable?
Categories Emerging Markets HIGHLIGHTS Will Emerging Economies Face a Hard Landing? Atilla YeşiladaPosted on27 January, 2022 Editor’s Note: On Wednesday night, Fed chair Powell forcefully signaled that monetary tightening will proceed … Continue ReadingWill Emerging Economies Face a Hard Landing?
Categories Economy Emerging Markets HYPED IMF: Faltering global economy faces total pandemic hit of $14 trillion Atilla YeşiladaPosted on25 January, 2022 The global economy has stepped into 2022 in a weaker position than previously expected, held … Continue ReadingIMF: Faltering global economy faces total pandemic hit of $14 trillion
Categories Emerging Markets General HIGHLIGHTS Russia Ukraine Conflict: Turkey Is Collateral Damage Atilla YeşiladaPosted on25 January, 2022 Russia Ukraine Conflict: Turkey Is Collateral Damage This broadcast is NOT a commentary … Continue ReadingRussia Ukraine Conflict: Turkey Is Collateral Damage
Categories Emerging Markets HIGHLIGHTS Patrick Curran: EM central banks still ahead of the curve but vulnerable Atilla YeşiladaPosted on24 January, 2022 US CPI rose from 6.8% to 7% yoy in December (in line with expectations), and … Continue ReadingPatrick Curran: EM central banks still ahead of the curve but vulnerable
Categories Business Emerging Markets General HIGHLIGHTS Politics Turkey-Azerbaijan pipeline to be laid this year to supply Nakhchivan Cem CetingucPosted on20 January, 2022 Following the liberation of Azerbaijan’s occupied Nagorno-Karabakh region, Baku is now looking to ensure the … Continue ReadingTurkey-Azerbaijan pipeline to be laid this year to supply Nakhchivan
Categories Emerging Markets General HYPED Arab News: Turkey’s balancing act with Russia and China in Central Asia Atilla YeşiladaPosted on16 January, 2022 When a geopolitical vacuum emerges, regional and global powers alike jockey to carve out new … Continue ReadingArab News: Turkey’s balancing act with Russia and China in Central Asia
Categories Emerging Markets General Yoruk Isik: Strong Turkey-Ukraine ties are key to Black Sea security Atilla YeşiladaPosted on15 January, 2022 On Jan. 6, 2019, the eve of Orthodox Christmas, the Ecumenical Patriarchate in Istanbul awarded … Continue ReadingYoruk Isik: Strong Turkey-Ukraine ties are key to Black Sea security
Categories Emerging Markets HIGHLIGHTS IIF: Foreign investment in emerging markets outside China comes to ‘abrupt standstill’ Atilla YeşiladaPosted on13 January, 2022 Foreign investment in emerging market stocks and bonds outside China has come to an “abrupt … Continue ReadingIIF: Foreign investment in emerging markets outside China comes to ‘abrupt standstill’
Categories Company & Industry Emerging Markets HIGHLIGHTS Getir to Seek $12 Billion Valuation in New Investment Round Güldem AtabayPosted on11 January, 202212 January, 2022 Turkish grocery delivery app Getir is looking to raise capital at a valuation of $12 billion in … Continue ReadingGetir to Seek $12 Billion Valuation in New Investment Round
Categories Economy Emerging Markets General HIGHLIGHTS IMF: Emerging Economies Must Prepare for Fed Policy Tightening Güldem AtabayPosted on10 January, 2022 For most of last year, investors priced in a temporary rise in inflation in the … Continue ReadingIMF: Emerging Economies Must Prepare for Fed Policy Tightening
Categories Emerging Markets Markets Emerging-Market Debt Outlook: Mixed Conditions in 2022 Atilla YeşiladaPosted on10 January, 2022 For emerging-market debt (EMD), 2022 is shaping up to be a contest of conflicting forces. … Continue ReadingEmerging-Market Debt Outlook: Mixed Conditions in 2022