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Tag: Tim Ash

Tim Ash:  Ukraine – is the tide turning against Putin, again?
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?

Tim Ash:  Moscow is playing PR game over grain exports
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

Tim Ash:  Where is the Turkish Lira headed?
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?

Tim Ash:  Russia ‘s invasion of Ukraine – Outlook and Q&A
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

Tim Ash:  3 bits of good news for RTE (Erdogan)
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)

Tim Ash:  Is Putin on the brink of an extraordinary defeat?
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?

Tim Ash:  Russia is losing Ukraine
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

Bloomberg:  Turkey’s Real Rate at Minus 35% Deepens the Gloom for Lira
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

‘Erdogan has his head in the sand,’ says analyst on Turkish economy
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

Tim Ash: Russia conflict – Is Taiwan next?
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?

CNBC.com: Erdogan blames Turkey’s currency woes on ‘foreign financial tools’ as central bank reserves fall
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

Tim Ash:  Turkey – roll-over risk, should we be worried?
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?

Tim Ash:  Update on Kazakhstan
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

Tim Ash:  Turkey Q&A
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

FORTUNE:  Turkey’s lira leaps by more than 40% in a day after Erdogan unveils new  plan to lure Turks away from dollars
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

Tim Ash assesses Erdogan’s new-new Economic Model
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

Why is Turkey’s lira dropping?—Video
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

Tim Ash:   RTE campaign strategy revealed
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

Tim Ash:   Welcome to the new age of inflation
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

Tim Ash: What we learned from the (10 Ambassadors)  crisis?
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?

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