Categories Economy HIGHLIGHTS Markets Tim Ash answers FAQ about Turkey Atilla YeşiladaPosted on16 July, 202016 July, 2020 Q: Turkey is a big EM credit, what is the foreign investor view of the … Continue ReadingTim Ash answers FAQ about Turkey
Categories Atilla Yeşilada General Turkey: Losing Her Religion Atilla YeşiladaPosted on16 July, 202017 July, 2020 The re-conversion of Hagia Sophia from museum to mosque is a despicably populist act, which … Continue ReadingTurkey: Losing Her Religion
Categories Business Tourism in emerging markets faces slow recovery from virus wipe-out: IIF Atilla YeşiladaPosted on16 July, 202016 July, 2020 The coronavirus crisis decimated tourism in developing countries such as the Dominican Republic, Turkey, Vietnam … Continue ReadingTourism in emerging markets faces slow recovery from virus wipe-out: IIF
Categories General Politics Turkey’s 2016-2018 state of emergency a ‘social genocide program’ Atilla YeşiladaPosted on15 July, 202017 July, 2020 At the forth anniversary of the Gulen-organized July coup attempt, the government an opposition still … Continue ReadingTurkey’s 2016-2018 state of emergency a ‘social genocide program’
Categories General Politics Libya: Threat of an Egypt-Turkey war? Atilla YeşiladaPosted on15 July, 202017 July, 2020 After Turkish Foreign Minister Mr Mevlut Cavusoglu turned down cease-fire offers, he pronounced that Turkish … Continue ReadingLibya: Threat of an Egypt-Turkey war?
Categories General Armenia and Azerbaijan: Deadliest clashes since 2016 Atilla YeşiladaPosted on15 July, 202017 July, 2020 One of the simmering and forgotten conflicts in Turkey’s neighborhood is the Nagorno-Karabakh controversy between … Continue ReadingArmenia and Azerbaijan: Deadliest clashes since 2016
Categories Economy Emerging Markets Finance Politics Turkey’s debt driven housing boom in June Editor P.A.Posted on14 July, 202014 July, 2020 Turkey’s house sales skyrocketed by 209.7% yoy in June 2020 and reached 190K. The breakdown … Continue ReadingTurkey’s debt driven housing boom in June
Categories Business General Bad news for Turkish tourism: EU to extend external travel ban Atilla YeşiladaPosted on14 July, 202014 July, 2020 The European Union will recommend keeping its external borders shut to Americans and most other … Continue ReadingBad news for Turkish tourism: EU to extend external travel ban
Categories Economy Emerging Markets S&P slashes emerging market GDP forecasts Atilla YeşiladaPosted on14 July, 202015 July, 2020 Ratings agency S&P Global cut its emerging market forecasts on Monday, predicting a 4.7% slump … Continue ReadingS&P slashes emerging market GDP forecasts
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 Business Jamestown Foundation: Coronavirus Pandemic Provides Surprising Momentum to Trans-Eurasian Rail Transportation Atilla YeşiladaPosted on14 July, 202017 July, 2020 The COVID-19 pandemic generated many challenges for trans-Eurasian transportation corridors as borders were shut down, … Continue ReadingJamestown Foundation: Coronavirus Pandemic Provides Surprising Momentum to Trans-Eurasian Rail Transportation
Categories Economy Markets Turkey’s inflation outlook worsens, bond yields rise Atilla YeşiladaPosted on14 July, 202015 July, 2020 Expectations for consumer price inflation in Turkey are worsening, according to the monthly survey by … Continue ReadingTurkey’s inflation outlook worsens, bond yields rise
Categories Politics EU skips sanctions on Turkey Atilla YeşiladaPosted on14 July, 202015 July, 2020 Turkey’s troubled relations with EU was saved another complication, as Foreign Policy Chief Borrell said … Continue ReadingEU skips sanctions on Turkey
Categories Economy Emerging Markets Finance Güldem Atabay Fresh data show Turkey’s economy in deep deep trouble Güldem AtabayPosted on13 July, 202014 July, 2020 As the calendars marked the anniversary of the second year of presidential system in Turkey … Continue ReadingFresh data show Turkey’s economy in deep deep trouble
Categories Markets Turkey’s Stock Market Bubble: It Will End Badly! Atilla YeşiladaPosted on13 July, 202014 July, 2020 Turkey’s national stock exchange catapulted from the bottom to the top EM performers list in … Continue ReadingTurkey’s Stock Market Bubble: It Will End Badly!
Categories Company & Industry Company Update: OZKGY – Well positioned to capture the demand Atilla YeşiladaPosted on13 July, 202014 July, 2020 Lower rate environment continues to support home sales Home sales continue to perform strongly thanks … Continue ReadingCompany Update: OZKGY – Well positioned to capture the demand
Categories Atilla Yeşilada General Commentary: Hagia Sophia is a nonissue for Turks, secular or pious Atilla YeşiladaPosted on11 July, 202014 July, 2020 I read Bloomberg religiously, which provides the most in-depth and knowledgeable coverage of Turkey affairs … Continue ReadingCommentary: Hagia Sophia is a nonissue for Turks, secular or pious
Categories Emerging Markets Finance Danske Bank: USD weakness to support EM FX…. except TL? Atilla YeşiladaPosted on11 July, 202014 July, 2020 Over the past month, the COVID-19 virus has continued to affect many emerging and frontier … Continue ReadingDanske Bank: USD weakness to support EM FX…. except TL?
Categories Business Turkey’s small businesses: We don’t want loans, send cash Atilla YeşiladaPosted on11 July, 202013 July, 2020 Turkey’s broad unemployment gauge climbed to 24.5-30%, according to two noted economists, Dr Ali Orhan … Continue ReadingTurkey’s small businesses: We don’t want loans, send cash
Categories Economy Macro Snapshot: April 2020 Unemployment – Outlook remains weak… Atilla YeşiladaPosted on11 July, 202013 July, 2020 Turkey’s unadjusted unemployment rate was 12.8% in April. There was no consensus available for the … Continue ReadingMacro Snapshot: April 2020 Unemployment – Outlook remains weak…