Categories General HIGHLIGHTS Politics Tim Ash: Turkey’s New Dawn. Possibly. Atilla YeşiladaPosted on2 June, 2023 Recep Tayyip Erdoğan had confounded opinion pollsters and inflicted a terminal blow to Kemal Kılıçdaroğlu … Continue ReadingTim Ash: Turkey’s New Dawn. Possibly.
Categories HIGHLIGHTS Markets Politics Tim Ash: The morning after in Turkey Atilla YeşiladaPosted on15 May, 2023 Looks like a staggering win for Erdogan – 49/45. The polls were totally and utterly … Continue ReadingTim Ash: The morning after in Turkey
Categories HIGHLIGHTS Politics Tim Ash: Erdoğan Profits as Turkey’s Table of Six Upended Atilla YeşiladaPosted on4 March, 2023 There were truly remarkable, or certainly unexpected, developments in the Turkish opposition alliance on March … Continue ReadingTim Ash: Erdoğan Profits as Turkey’s Table of Six Upended
Categories Emerging Markets General HYPED Tim Ash: Decisive battles are looming in Ukraine Atilla YeşiladaPosted on5 February, 2023 Regional expert Tim Ash argues that Putin is gearing up for a full scale assault … Continue ReadingTim Ash: Decisive battles are looming in Ukraine
Categories General HYPED Tim Ash: Are nuclear risks building? Atilla YeşiladaPosted on11 October, 2022 Not really. I guess reading Biden’s comments overnight, comparing the current crisis to the … Continue ReadingTim Ash: Are nuclear risks building?
Categories HYPED Politics Tim Ash: Big picture take outs from Russia’s war on Ukraine Atilla YeşiladaPosted on18 August, 2022 Strategist Tim Ash prophesizes about post-war Ukraine and the Western Alliance … Read More >Tim Ash: Big picture take outs from Russia’s war on Ukraine
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
