Categories Business HIGHLIGHTS COMMENTARY: Turkey is in a housing slump, sort of Atilla YeşiladaPosted on24 January, 2024 Turkey’s housing boom may be over, just may be. Different indices yield contrasting results, though … Continue ReadingCOMMENTARY: Turkey is in a housing slump, sort of
Categories Company & Industry HIGHLIGHTS Markets JP Morgan is negative for major Turkish bank stocks Atilla YeşiladaPosted on23 January, 2024 JP Morgan equity research team put Akbank, Garanti, Isbank, and Yapi Kredi on Negative Catalyst … Continue ReadingJP Morgan is negative for major Turkish bank stocks
Categories Economy HIGHLIGHTS HSBC Turkey outlook: Where are we now? Where are we going? Atilla YeşiladaPosted on23 January, 2024 Summary Türkiye’s macro policies have become more conventional, opening up the way for gradual adjustment … Continue ReadingHSBC Turkey outlook: Where are we now? Where are we going?
Categories HIGHLIGHTS Politics ARTICLE: Who is trying to get rid of Mehmet Simsek? Atilla YeşiladaPosted on22 January, 2024 Recently, there has been frequent news about Central Bank Governor Gaye Erkan. What I understand … Continue ReadingARTICLE: Who is trying to get rid of Mehmet Simsek?
Categories General HIGHLIGHTS Tech Turkey loses the best and the brightest, adding to brain drain Atilla YeşiladaPosted on22 January, 2024 The number of students who graduate from Turkey’s leading high schools and prefer universities abroad … Continue ReadingTurkey loses the best and the brightest, adding to brain drain
Categories Business General HIGHLIGHTS Erdogan to pressure Israel with trade measures Atilla YeşiladaPosted on22 January, 2024 Turkey has decided to take direct economic actions against Israel. While Turkey’s President Recep Tayyip … Continue ReadingErdogan to pressure Israel with trade measures
Categories General HIGHLIGHTS HYPED Politics Hamas, Turkey FM talks on immediate cease-fire Cem CetingucPosted on21 January, 2024 Hamas political bureau chief Ismail Haniyeh was in Türkiye on Saturday and met Foreign Minister … Continue ReadingHamas, Turkey FM talks on immediate cease-fire
Categories Business HIGHLIGHTS Politics Turkey vows to strengthen ties with TRNC Cem CetingucPosted on21 January, 2024 Türkiye’s relations with the Turkish Republic of Northern Cyprus (TRNC) “are not limited to political … Continue ReadingTurkey vows to strengthen ties with TRNC
Categories HIGHLIGHTS Politics Latest polls: AKP candidates doing poorly in Ankara, Istanbul Atilla YeşiladaPosted on20 January, 2024 A recent poll, brought to light by reliable journalist Deniz Zeyrek shows CHP mayor Mansur … Continue ReadingLatest polls: AKP candidates doing poorly in Ankara, Istanbul
Categories HIGHLIGHTS Politics Can Erdogan win municipal elections despite economic turmoil? Atilla YeşiladaPosted on20 January, 2024 For several years now, commentators have suggested that the Turkish economy is on the brink … Continue ReadingCan Erdogan win municipal elections despite economic turmoil?
Categories Atilla Yeşilada Emerging Markets General HIGHLIGHTS Video: Turkey is getting sucked into the Middle East Crisis Atilla YeşiladaPosted on20 January, 2024 The war in Gaza is metastasizing to the entire region, attracting Iran, US, Lebanon, … Continue ReadingVideo: Turkey is getting sucked into the Middle East Crisis
Categories General HIGHLIGHTS Rumor mill: Gaye Erkan to resign, or be sacked by Erdogan Atilla YeşiladaPosted on19 January, 2024 Hafize Gaye Erkan, the governor of the Turkish Central Bank (TCMB), is involved in a … Continue ReadingRumor mill: Gaye Erkan to resign, or be sacked by Erdogan
Categories Atilla Yeşilada Finance HIGHLIGHTS Markets Commentary: It is all coming up roses for Turkish assets Atilla YeşiladaPosted on19 January, 2024 Foreign investors poured $601 mn into TL Bonds and equities in the week ending on … Continue ReadingCommentary: It is all coming up roses for Turkish assets
Categories Business General HYPED Erdogan administration tightening alcohol ban in insidious ways Atilla YeşiladaPosted on19 January, 2024 Turkey’s Agriculture Ministry plans to require alcohol producers to deposit 5 million to 50 million … Continue ReadingErdogan administration tightening alcohol ban in insidious ways
Categories General HYPED Hakan Fidan sends stern warning to Iraqi Kurds Atilla YeşiladaPosted on17 January, 2024 Turkish Parliament passed a joint resolution to condemn terror, the debate for which revealed interesting … Continue ReadingHakan Fidan sends stern warning to Iraqi Kurds
Categories Company & Industry HIGHLIGHTS Markets Turkish stocks in 2024: Trading a thin line Atilla YeşiladaPosted on16 January, 2024 Global: The “Goldilocks” period is set to end We see a higher-than-usual probability of the … Continue ReadingTurkish stocks in 2024: Trading a thin line
Categories Business Economy HIGHLIGHTS BBVA Türkiye analysis: Gradual rebalancing in the economy Atilla YeşiladaPosted on16 January, 2024 Industrial production (IP) fell by 1.4% m/m in seas. and cal. adj. series, while increasing … Continue ReadingBBVA Türkiye analysis: Gradual rebalancing in the economy
Categories Business Company & Industry HIGHLIGHTS Turkish companies to add capacity in petrochemicals Atilla YeşiladaPosted on16 January, 2024 Turkey’s petrochemicals industry, which is one of the leading sectors that provides input to all … Continue ReadingTurkish companies to add capacity in petrochemicals
Categories Economy General HIGHLIGHTS Politics Tim Ash: Turkey Q&A Atilla YeşiladaPosted on15 January, 2024 Q? Is Simsek here to stay? Answer – Yes, and knowing what the hidden question … Continue ReadingTim Ash: Turkey Q&A
Categories Finance HIGHLIGHTS Markets JP Morgan: How to trade Turkish assets Atilla YeşiladaPosted on13 January, 2024 Not for the first time in recent years, investors are once again anticipating a turn-around … Continue ReadingJP Morgan: How to trade Turkish assets