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
Categories Business HIGHLIGHTS Politics Sochi: No New Grain Deal For Now Atilla YeşiladaPosted on7 September, 2023 Talks this week between Russian President Vladimir Putin and Turkish President Recep Tayyip Erdoğan on … Continue ReadingSochi: No New Grain Deal For Now
Categories HIGHLIGHTS Syrian clashes please, worry Ankara Atilla YeşiladaPosted on7 September, 2023 Clashes continued on Thursday between the Kurdish-led Syrian Democratic Forces (SDF) and Arab tribal fighters … Continue ReadingSyrian clashes please, worry Ankara
Categories Finance HIGHLIGHTS Moody’s: Kudos to Turkey, but no rating upgrade Atilla YeşiladaPosted on7 September, 2023 Moody’s has signaled that Turkey’s reembrace of conventional economic policymaking since Tayyip Erdogan’s May election … Continue ReadingMoody’s: Kudos to Turkey, but no rating upgrade
Categories Business Economy HYPED Analysis: Medium Term Program – Government aims to bring down inflation without sacrificing growth Atilla YeşiladaPosted on7 September, 2023 The government aims to bring down inflation without sacrificing growth. The government released the new … Continue ReadingAnalysis: Medium Term Program – Government aims to bring down inflation without sacrificing growth
Categories Atilla Yeşilada Economy HIGHLIGHTS Turkey’s Medium Term Economic Program: Mostly wishful thinking, but….. Atilla YeşiladaPosted on7 September, 2023 Ankara jacked up its inflation forecasts and cut those of economic growth on Wednesday, as … Continue ReadingTurkey’s Medium Term Economic Program: Mostly wishful thinking, but…..
Categories General HIGHLIGHTS Turkey and Greece agree to revive talks, seek ‘new approaches’ Atilla YeşiladaPosted on5 September, 2023 The foreign ministers of Greece and Turkey agreed on Tuesday to revive high-level contacts between … Continue ReadingTurkey and Greece agree to revive talks, seek ‘new approaches’
Categories Atilla Yeşilada Economy HIGHLIGHTS Politics Where is Turkey heading under Erdoğan’s rule? Atilla YeşiladaPosted on5 September, 2023 Middle East Analitika – by Dr. Miad Nakhavali Season 2 – Episode 8: special guest: Dr. … Continue ReadingWhere is Turkey heading under Erdoğan’s rule?
Categories Economy HIGHLIGHTS Bloomberg: World Bank in Talks to Double Turkey Exposure to $35 Billion Güldem AtabayPosted on5 September, 2023 As reported by Bloomberg, the World Bank is in advanced talks to potentially double its … Continue ReadingBloomberg: World Bank in Talks to Double Turkey Exposure to $35 Billion
