Categories Economy General HIGHLIGHTS Foreign investors trust Türkiye: Minister Şimşek Cem CetingucPosted on23 April, 2024
Categories Atilla Yeşilada HIGHLIGHTS Politics Commentary: Erdogan’s days are numbered Atilla YeşiladaPosted on23 April, 2024
Categories Business Emerging Markets General HIGHLIGHTS South African Official Urges Turkish Business Expansion in Africa Cem CetingucPosted on22 April, 2024
Categories General HIGHLIGHTS Türkiye among the world’s top military spenders: report Cem CetingucPosted on22 April, 202422 April, 2024
AKP strategist Duran assesses CHP victory CHP’s surprise victory in 31 March local elections deeply shook the Erdogan camp. Suddenly, a … Continue ReadingAKP strategist Duran assesses CHP victory
Categories Economy HIGHLIGHTS Politics Turkish companies sanctioned by US for “supporting Moscow in its war against Ukraine” Güldem AtabayPosted on15 September, 202315 September, 2023 The sanctioned companies are Margiana Insaat Dis Ticaret, Demirci Bilisim Ticaret Sanayi, Denkar Ship Construction, ID Ship Agency and CTL Limited. … Read More >Turkish companies sanctioned by US for “supporting Moscow in its war against Ukraine”
Categories Economy HIGHLIGHTS Central Bank survey indicates rising year-end inflation and dollar rate expectations in Turkey Güldem AtabayPosted on15 September, 202315 September, 2023 A recent survey conducted by Turkish Central Bank projects a steep rise in year-end inflation … Continue ReadingCentral Bank survey indicates rising year-end inflation and dollar rate expectations in Turkey
Categories Business HIGHLIGHTS Politics Erdoğan angry at India-Middle East-Europe corridor — ‘no corridor without Turkey’ Atilla YeşiladaPosted on14 September, 2023 Turkish President Recep Tayyip Erdoğan has said there can be no trade corridor between the … Continue ReadingErdoğan angry at India-Middle East-Europe corridor — ‘no corridor without Turkey’
Categories Business Finance HYPED Gold Warning from Goldman Sachs to Turkey Atilla YeşiladaPosted on13 September, 2023 According to the balance of payments data published by the Central Bank of the Republic … Continue ReadingGold Warning from Goldman Sachs to Turkey
Categories Finance Markets JP Morgan: Türkiye: Fiscal stimulus suggests faster rate hikes Atilla YeşiladaPosted on13 September, 2023 The macro projections in the medium-term economic programme for 2024-2026 look realistic, and suggest accommodative … Continue ReadingJP Morgan: Türkiye: Fiscal stimulus suggests faster rate hikes
Categories Atilla Yeşilada General HIGHLIGHTS Video Commentary: The Dark Secret in TURKEY’s MTEP Atilla YeşiladaPosted on13 September, 202313 September, 2023 The Dark Secret in TURKEY’s MTEP (Medium Term Economic Program) The annually revised 3-year Medium … Continue ReadingVideo Commentary: The Dark Secret in TURKEY’s MTEP
Categories HIGHLIGHTS Politics Erdogan threatens to withhold Sweden’s NATO membership, again Atilla YeşiladaPosted on13 September, 2023 Turkey has shifted attention to US warplanes from Koran-burning in endless bargaining on Sweden’s NATO … Continue ReadingErdogan threatens to withhold Sweden’s NATO membership, again
Categories Finance HIGHLIGHTS Barclays raises policy rate forecast, warns about TL weakness Atilla YeşiladaPosted on12 September, 2023 British bank Barclays issued a new report where its analysts expect the CBRT policy rate … Continue ReadingBarclays raises policy rate forecast, warns about TL weakness
Categories Economy HIGHLIGHTS August cash budget heralds improving fiscal stance Atilla YeşiladaPosted on12 September, 2023 The high expenditures and lackadaisical tax revenues which marked the pre-election period gave way to … Continue ReadingAugust cash budget heralds improving fiscal stance
Categories Economy HIGHLIGHTS ANALYSIS: Turkey’s current account deficit widens in July Atilla YeşiladaPosted on12 September, 2023 After some relief in June with a surplus of $0.7 billion, Turkey’s current account dove … Continue ReadingANALYSIS: Turkey’s current account deficit widens in July
Categories General HIGHLIGHTS Turkey and Iraq: Two neighbors, too many problems Atilla YeşiladaPosted on12 September, 202312 September, 2023 Turkish President Recep Tayyip Erdogan is piling up the pressure on Iraq even as he … Continue ReadingTurkey and Iraq: Two neighbors, too many problems
Categories Economy HIGHLIGHTS Turkey to seek more revenue outside budget, including privatisation -Simsek Güldem AtabayPosted on12 September, 2023 Finance Minister Mehmet Simsek said on Monday that Turkey’s government would seek further revenues outside … Continue ReadingTurkey to seek more revenue outside budget, including privatisation -Simsek
Categories Business Economy HIGHLIGHTS July industrial production soft, further weakening expected Atilla YeşiladaPosted on11 September, 2023 “According to Industrial Production Index, seasonally and calendar adjusted production contracted by 0.4% monthly in … Continue ReadingJuly industrial production soft, further weakening expected
Categories Company & Industry HYPED Markets Equity Strategy: The state of Turkish markets amidst policy normalization Atilla YeşiladaPosted on9 September, 2023 An Overview – Macro Outlook Risk perception continues to improve as economic policies normalize … Continue ReadingEquity Strategy: The state of Turkish markets amidst policy normalization
Categories Finance HIGHLIGHTS Fitch statement on Turkey’s sovereign rating Atilla YeşiladaPosted on9 September, 2023 Significant Policy Shift The revision of the Outlook to Stable reflects the return to a … Continue ReadingFitch statement on Turkey’s sovereign rating
Categories Business General HIGHLIGHTS Simsek will leave no door unopened for money Atilla YeşiladaPosted on9 September, 2023 Turkey’s new Wall Street-trained finance chief will kick off a global investment roadshow at the … Continue ReadingSimsek will leave no door unopened for money
Categories Business Company & Industry Aselsan: Back on a USD growth path Atilla YeşiladaPosted on8 September, 2023 Wood Company equity research Following Aselsan’s 1H23 results and analyst day in Istanbul in August, … Continue ReadingAselsan: Back on a USD growth path
Categories Business Company & Industry HIGHLIGHTS EM Europe food retailers: Fighting inflation weighs on profitability Atilla YeşiladaPosted on8 September, 2023 HSBC equity research Prudent spending by consumers should continue short term on the back of … Continue ReadingEM Europe food retailers: Fighting inflation weighs on profitability
Categories Economy HIGHLIGHTS Tim Ash: Turkey – are the economic problems just too big? Atilla YeşiladaPosted on8 September, 2023 It was encouraging this week to hear President Erdogan argue that tight monetary policy would … Continue ReadingTim Ash: Turkey – are the economic problems just too big?
Categories Atilla Yeşilada General HIGHLIGHTS Politics Atilla Yesilada interview with Dr Miad Nakhavali: What Erdoğan’s victory means for the USA, EU, NATO and Russia Atilla YeşiladaPosted on8 September, 2023 Middle East Analitika | by Dr. Miad Nakhavali Season 2 – Episode 9: special guest: Dr. Atilla … Continue ReadingAtilla Yesilada interview with Dr Miad Nakhavali: What Erdoğan’s victory means for the USA, EU, NATO and Russia