Categories Columnists HYPED Politics Tim Ash: Ukraine – is the tide turning against Putin, again? Atilla YeşiladaPosted on4 August, 2022 I thought it worth updating my thoughts on Ukraine, and particularly where this war is … Continue ReadingTim Ash: Ukraine – is the tide turning against Putin, again?
Categories Business General HYPED Tim Ash: Moscow is playing PR game over grain exports Atilla YeşiladaPosted on9 June, 2022 It’s painful watching the Turks trying to negotiate with Russia to create some kind of … Continue ReadingTim Ash: Moscow is playing PR game over grain exports
Categories Columnists Finance HIGHLIGHTS Tim Ash: Where is the Turkish Lira headed? Atilla YeşiladaPosted on18 May, 2022 Editor’s Note: On 18 May, at 8:00 am Turkish time, dollar/TL is trading at 15.82 … Continue ReadingTim Ash: Where is the Turkish Lira headed?
Categories Columnists General HYPED Tim Ash: Russia ‘s invasion of Ukraine – Outlook and Q&A Atilla YeşiladaPosted on7 May, 2022 Lots of questions around Russia’s invasion of Ukraine, and what it means for both countries. … Continue ReadingTim Ash: Russia ‘s invasion of Ukraine – Outlook and Q&A
Categories Columnists Finance General HIGHLIGHTS Tim Ash: 3 bits of good news for RTE (Erdogan) Atilla YeşiladaPosted on7 April, 2022 First, the news that Russia is being kicked out of debt indices means that Turkey’s … Continue ReadingTim Ash: 3 bits of good news for RTE (Erdogan)
Categories Emerging Markets General HYPED Tim Ash: Is Putin on the brink of an extraordinary defeat? Atilla YeşiladaPosted on29 March, 2022 The market is getting optimistic (again) about peace talks in Turkey. The Ukrainian side have … Continue ReadingTim Ash: Is Putin on the brink of an extraordinary defeat?
Categories General HYPED Tim Ash: Russia is losing Ukraine Atilla YeşiladaPosted on17 March, 2022 Bad tactics, crap equipment, and inexperienced troops suffering low morale fighting in a country which … Continue ReadingTim Ash: Russia is losing Ukraine
Categories Finance HIGHLIGHTS Markets Bloomberg: Turkey’s Real Rate at Minus 35% Deepens the Gloom for Lira Atilla YeşiladaPosted on3 February, 2022 Traders see a probability of almost 50% that the lira will surpass its record low … Continue ReadingBloomberg: Turkey’s Real Rate at Minus 35% Deepens the Gloom for Lira
Categories Economy HIGHLIGHTS Markets ‘Erdogan has his head in the sand,’ says analyst on Turkish economy Atilla YeşiladaPosted on2 February, 2022 President Recep Tayyip Erdogan is jeopardizing Turkey’s economy by pursuing an unorthodox economic policy in … Continue Reading‘Erdogan has his head in the sand,’ says analyst on Turkish economy
Categories HIGHLIGHTS Politics Tim Ash: Russia conflict – Is Taiwan next? Atilla YeşiladaPosted on28 January, 2022 Just had the pleasure (?) to listen thru another sell side presentation with the message … Continue ReadingTim Ash: Russia conflict – Is Taiwan next?
Categories General HYPED CNBC.com: Erdogan blames Turkey’s currency woes on ‘foreign financial tools’ as central bank reserves fall Atilla YeşiladaPosted on13 January, 2022 Turkish President Recep Tayyip Erdogan has pledged to bring down his country’s soaring inflation, which … Continue ReadingCNBC.com: Erdogan blames Turkey’s currency woes on ‘foreign financial tools’ as central bank reserves fall
Categories Finance HIGHLIGHTS Tim Ash: Turkey – roll-over risk, should we be worried? Atilla YeşiladaPosted on10 January, 2022 There is always focus on Turkey’s large gross external financing needs – the current account … Continue ReadingTim Ash: Turkey – roll-over risk, should we be worried?
Categories Emerging Markets HYPED Tim Ash: Update on Kazakhstan Atilla YeşiladaPosted on7 January, 2022 So it seems that “order” will be restored in Kazakhstan, but only with the help … Continue ReadingTim Ash: Update on Kazakhstan
Categories Finance General HIGHLIGHTS Tim Ash: Turkey Q&A Atilla YeşiladaPosted on27 December, 2021 Question? What’s your general take on the Turkish macro/policy story Answer: I am probably … Continue ReadingTim Ash: Turkey Q&A
Categories Finance HIGHLIGHTS Markets FORTUNE: Turkey’s lira leaps by more than 40% in a day after Erdogan unveils new plan to lure Turks away from dollars Atilla YeşiladaPosted on22 December, 2021 The Turkish lira’s wild ride continued with a leap of as much as 43% against … Continue ReadingFORTUNE: Turkey’s lira leaps by more than 40% in a day after Erdogan unveils new plan to lure Turks away from dollars
Categories Finance General HIGHLIGHTS Tim Ash assesses Erdogan’s new-new Economic Model Atilla YeşiladaPosted on21 December, 2021 Utterly insane. 12.30 – 18.30 lira trading range for the day. First, good news … Continue ReadingTim Ash assesses Erdogan’s new-new Economic Model
Categories Finance Markets Why is Turkey’s lira dropping?—Video Atilla YeşiladaPosted on29 November, 2021 Turkey is the only G20 country operating this unorthodox monetary stance’ Timothy Ash, … Continue ReadingWhy is Turkey’s lira dropping?—Video
Categories General Politics Tim Ash: RTE campaign strategy revealed Atilla YeşiladaPosted on28 November, 2021 News this morning that an opposition Deva activist has been arrested on allegations of political … Continue ReadingTim Ash: RTE campaign strategy revealed
Categories Economy Emerging Markets General HIGHLIGHTS Tim Ash: Welcome to the new age of inflation Atilla YeşiladaPosted on5 November, 2021 The debate around inflation is centre stage at present, with headline and PPI inflation soaring … Continue ReadingTim Ash: Welcome to the new age of inflation
Categories HIGHLIGHTS Politics Tim Ash: What we learned from the (10 Ambassadors) crisis? Atilla YeşiladaPosted on29 October, 2021 Erdogan is weak, lagging in the polls, worried about his political outlook and is prepared … Continue ReadingTim Ash: What we learned from the (10 Ambassadors) crisis?
