Categories Finance HIGHLIGHTS BIST rally expected to accelerate if Turkey exits FATF grey list Cem CetingucPosted on20 May, 202420 May, 2024
Categories Finance HIGHLIGHTS New Turkey crypto bill draws international attention Cem CetingucPosted on20 May, 202420 May, 2024
Categories HIGHLIGHTS Markets Turkey’s role in Putin’s covert fuel sales to the EU Cem CetingucPosted on20 May, 2024
Categories Economy HIGHLIGHTS Inflation Outlook Improves: Minister Şimşek Cem CetingucPosted on20 May, 2024
EU Chief highlights Turkey’s eastern mediterranean role European Council President Charles Michel expressed Brussel’s willingness to collaborate constructively with Türkiye, citing shared interests in … Continue ReadingEU Chief highlights Turkey’s eastern mediterranean role
Categories General HIGHLIGHTS Wladimir van Wilgenburg: Turkey aims to ‘secure’ Tal Rifaat: Turkish President Erdogan Atilla YeşiladaPosted on9 December, 2023 Turkey’s war in Syria has been forgotten for a long time. Unable to destroy the … Continue ReadingWladimir van Wilgenburg: Turkey aims to ‘secure’ Tal Rifaat: Turkish President Erdogan
Categories General HIGHLIGHTS Why did Erdogan forget his animosity to Greek PM Mitsotakis? Atilla YeşiladaPosted on9 December, 2023 Veteran Turkish foreign policy analysts Mrs Zeynep Gurcanli explains why Turkish President Erdogan buried the … Continue ReadingWhy did Erdogan forget his animosity to Greek PM Mitsotakis?
Categories Emerging Markets Finance HIGHLIGHTS Markets Hot money returns to Turkish financial markets Atilla YeşiladaPosted on8 December, 2023 Once a haven for carry trade and EM equity investments, foreign interest in Turkish financial … Continue ReadingHot money returns to Turkish financial markets
Categories Economy HIGHLIGHTS ING Turkey marco-outlook for 2024 Atilla YeşiladaPosted on8 December, 2023 Turkish GDP growth in 3Q turned out to be 5.9% year-on-year, better than market consensus, … Continue ReadingING Turkey marco-outlook for 2024
Categories General HIGHLIGHTS PISA report shows Turkey’s scores below OECD average in education– poverty and malnutrition blamed Atilla YeşiladaPosted on7 December, 2023 The 2022 report by the Program for International Student Assessment (PISA) has shown that although … Continue ReadingPISA report shows Turkey’s scores below OECD average in education– poverty and malnutrition blamed
Categories General HIGHLIGHTS Türkiye, Greece seek to turn Aegean into ‘sea of peace Atilla YeşiladaPosted on7 December, 2023 The historic rivals renewed their will for cooperation during Erdoğan’s landmark visit to Athens, announcing … Continue ReadingTürkiye, Greece seek to turn Aegean into ‘sea of peace
Categories General HIGHLIGHTS Politics Opposition alliance efforts in local elections fail as Akşener says: “What they call an alliance is a trap of mandate and tutelage” Güldem AtabayPosted on6 December, 2023 İYİ Party Leader Meral Akşener responded strongly to the alliance discussions ahead of local elections, … Continue ReadingOpposition alliance efforts in local elections fail as Akşener says: “What they call an alliance is a trap of mandate and tutelage”
Categories Business Company & Industry HIGHLIGHTS Credit Suisse Pegasus recommendation: Decent outlook for the high season, OUTPERFORM Atilla YeşiladaPosted on5 December, 2023 We revise our 2023 EBITDA margin estimate slightly higher ahead of 2Qs (to 35.2% from … Continue ReadingCredit Suisse Pegasus recommendation: Decent outlook for the high season, OUTPERFORM
Categories Economy HIGHLIGHTS ANALYSIS: Turkish inflation enters downtrend in November data Atilla YeşiladaPosted on5 December, 2023 CPI inflation was 3.28% in November, well below market expectations, yet leading to a rise … Continue ReadingANALYSIS: Turkish inflation enters downtrend in November data
Categories HIGHLIGHTS Politics Centre right Iyi Party disavows alliances in municipal elections, dealing blow to opposition prospects to keep big cities Atilla YeşiladaPosted on5 December, 2023 Turkish center-right opposition İyi Party on Dec. 4 announced its decision not to collaborate with … Continue ReadingCentre right Iyi Party disavows alliances in municipal elections, dealing blow to opposition prospects to keep big cities
Categories Finance HIGHLIGHTS Özlem Derici Şengül Market Professionals: Return to TL instruments is accelerating Güldem AtabayPosted on4 December, 2023 According to the results of the Market Professionals Survey (PPA) organized by Spinn Consulting and … Continue ReadingMarket Professionals: Return to TL instruments is accelerating
Categories General HIGHLIGHTS Israel: We will eliminate Hamas members in Turkey Güldem AtabayPosted on4 December, 2023 Ronen Bar, the head of Israel’s internal security service Shin Bet, stated that they plan … Continue ReadingIsrael: We will eliminate Hamas members in Turkey
Categories Economy HIGHLIGHTS ANALYSIS-ING: Continued improvement in Turkey’s underlying inflation trend Güldem AtabayPosted on4 December, 20234 December, 2023 With another better-than-expected monthly reading at 3.3% (vs the consensus at 3.9% and our call … Continue ReadingANALYSIS-ING: Continued improvement in Turkey’s underlying inflation trend
Categories Business HIGHLIGHTS China-Turkey business deals on rise as ‘strategic partnership’ evolves out of geopolitical strife with West Atilla YeşiladaPosted on4 December, 2023 Kinling Lo writing for South China Morning Post finds that Turkish ambassador says his country … Continue ReadingChina-Turkey business deals on rise as ‘strategic partnership’ evolves out of geopolitical strife with West
Categories Business General HIGHLIGHTS Israel’s relations with Turkey and Jordan irreparably damaged by Gazza war—Israeli journalist Atilla YeşiladaPosted on4 December, 20234 December, 2023 Haaretz columnist Zvi Bar’el claims that “Economic deals with Jordan, border coordination with Egypt, defense … Continue ReadingIsrael’s relations with Turkey and Jordan irreparably damaged by Gazza war—Israeli journalist
Categories Business Company & Industry Markets BoFA on Turkish banks: The Great Normalization – Buy private banks Atilla YeşiladaPosted on3 December, 2023 Risk-reward is appealing ‘Normalization’ is probably the best word to describe the ongoing dynamics in … Continue ReadingBoFA on Turkish banks: The Great Normalization – Buy private banks
Categories Atilla Yeşilada Business General HIGHLIGHTS Turkey in sanctions trouble again Atilla YeşiladaPosted on3 December, 2023 Turkey’s relations with US has taken a turn for the worse, with potentially negative consequences … Continue ReadingTurkey in sanctions trouble again
Categories General HIGHLIGHTS EUObserver claim: EU offers Turkey talks on new Customs Union in return for Swedish NATO accession Atilla YeşiladaPosted on2 December, 2023 Andrew Rettman at EUObserver states that EU has offered Turkey almost all it wanted in … Continue ReadingEUObserver claim: EU offers Turkey talks on new Customs Union in return for Swedish NATO accession
Categories Economy HIGHLIGHTS BNP Paribas/TURKEY: Disinflation without sacrificing growth in 2024 Atilla YeşiladaPosted on2 December, 20232 December, 2023 Turkey’s central bank (CBRT) has re-embraced orthodox monetary policy this year, increasing its policy rate … Continue ReadingBNP Paribas/TURKEY: Disinflation without sacrificing growth in 2024
Categories Atilla Yeşilada Finance HIGHLIGHTS Markets TL will gain value throughout 2024 Atilla YeşiladaPosted on1 December, 2023 It takes courage to make this claim in an environment where all Turkish YouTubers claim … Continue ReadingTL will gain value throughout 2024