Categories Business HIGHLIGHTS Markets TEB Invest banking report: Still solid despite headwinds Atilla YeşiladaPosted on27 October, 2022 Investment thesis Despite a raft of banking sector regulations since our last strategy report, (see: … Continue ReadingTEB Invest banking report: Still solid despite headwinds
Categories HYPED Markets Jefferies on Turkish equities: Companies become experts in survival Atilla YeşiladaPosted on12 August, 2022 Turkish companies have not only shown adaptability but also a survivorship bias… … Read More >Jefferies on Turkish equities: Companies become experts in survival
Categories HIGHLIGHTS Markets Turkish Equities Strategy: State of Turkish markets amidst global recession pricing Atilla YeşiladaPosted on9 August, 2022 Risk appetite remains sour as the global recession debate intensifies In these early phases … Continue ReadingTurkish Equities Strategy: State of Turkish markets amidst global recession pricing
Categories Business HYPED Markets Goldman Sachs: Turkey Banks- Taking stock of the latest sector trends Atilla YeşiladaPosted on30 January, 2022 What is new? As of January 19, the aggregate banking sector balance sheet showed a … Continue ReadingGoldman Sachs: Turkey Banks- Taking stock of the latest sector trends
Categories Business HYPED Markets Garanti BBVA: 4Q21E Earnings Estimates Atilla YeşiladaPosted on24 January, 2022 The earnings season will begin on January 26 with the announcement of Arcelik’s financials. Among … Continue ReadingGaranti BBVA: 4Q21E Earnings Estimates
Categories Business HIGHLIGHTS Markets 2022 Strategy Report: Policy Normalization in the Global Economy, Heterodox Policies in the Turkish Economy Atilla YeşiladaPosted on24 January, 2022 The World economy is shifting to policy normalization after the ultra-loose policy setting of the … Continue Reading2022 Strategy Report: Policy Normalization in the Global Economy, Heterodox Policies in the Turkish Economy
Categories Economy Turkish Equities Quarterly Strategy Report: Adjusting to the Post Pandemic Environment Cem CetingucPosted on20 October, 2021 The World: The ongoing energy crunch causing various knock-on effects is triggering fears of stagflation. … Continue ReadingTurkish Equities Quarterly Strategy Report: Adjusting to the Post Pandemic Environment
Categories HYPED Markets MS Turkey equity strategy: Finding opportunities after the correction Atilla YeşiladaPosted on28 March, 2021 MSCI Turkey is down 20% in USD since last Friday, with TRY depreciation explaining 8 … Continue ReadingMS Turkey equity strategy: Finding opportunities after the correction
Categories Markets Monthly Equity Strategy: Signs of V-shaped recovery (or not)? Atilla YeşiladaPosted on14 July, 202017 July, 2020 Fast credit growth, the recovery in credit card spending, especially the revival of housing, … Continue ReadingMonthly Equity Strategy: Signs of V-shaped recovery (or not)?
Categories Markets Turkey’s phenomenal stock rally sign of excessive monetary easing Atilla YeşiladaPosted on10 July, 202013 July, 2020 Share-trading accounts have blossomed globally during Covid-19 lockdowns as more and more people try to … Continue ReadingTurkey’s phenomenal stock rally sign of excessive monetary easing
Categories Markets A stinging blow to Turkish and Argentinian stocks from MSCI Atilla YeşiladaPosted on24 June, 202025 June, 2020 Borsa Istanbul’s BIST 100 Index closed Monday at 115.190 points, the highest close since Feb. … Continue ReadingA stinging blow to Turkish and Argentinian stocks from MSCI
