Categories General Politics Peace envoy: Disintegration of Bosnia would affect entire region Cem CetingucPosted on8 November, 2021 If a multi-ethnic Bosnia is pushed towards disintegration, that will inevitably have an impact on … Continue ReadingPeace envoy: Disintegration of Bosnia would affect entire region
Categories General Politics Turkey and Russia negotiate to clear Syrian Kurdish group from Kobane Cem CetingucPosted on5 November, 2021 Turkey and Russia are negotiating to stage a Turkish military operation in Syria’s border town Kobane … Continue ReadingTurkey and Russia negotiate to clear Syrian Kurdish group from Kobane
Categories General Politics Banana scandal: Turkey’s refugee issue Cem CetingucPosted on5 November, 2021 What does it tell us about a country when foreign ambassadors advising their host state … Continue ReadingBanana scandal: Turkey’s refugee issue
Categories General HIGHLIGHTS Politics 17 people detained over protest against U.S. Navy personnel in Istanbul Cem CetingucPosted on5 November, 2021 Turkish authorities detained 17 people on Wednesday for putting a hood over the head of … Continue Reading17 people detained over protest against U.S. Navy personnel in Istanbul
Categories General Istanbul stray dogs and cats program sets great example for all Cem CetingucPosted on5 November, 20215 November, 2021 I recently came across an article on CNN about a dog in Istanbul named Boji. … Continue ReadingIstanbul stray dogs and cats program sets great example for all
Categories Economy General Rate cuts possess a risk to Turkey’s GDP growth Cem CetingucPosted on5 November, 20215 November, 2021 Turkey’s economy will grow by 9% this year, buoyed by a revival in exports and … Continue ReadingRate cuts possess a risk to Turkey’s GDP growth
Categories General Satellite Images reveal severe drought in second largest lake in Turkey Cem CetingucPosted on5 November, 2021 A new satellite image of Turkey’s Lake Tuz is gorgeous—and, if you know more about what it’s … Continue ReadingSatellite Images reveal severe drought in second largest lake in Turkey
Categories Economy General JPMorgan – Turkey: CPI was lower than expected but still very high by any standard in October Cem CetingucPosted on4 November, 20214 November, 2021 After months of upside surprises, inflation finally surprised to the down side in October. Despite … Continue ReadingJPMorgan – Turkey: CPI was lower than expected but still very high by any standard in October
Categories Economy Macro Snapshot: CUR, RSCI and Sectoral Confidence Indices Cem CetingucPosted on27 October, 2021 SA CUR decreased by 0.3pps 77.5% in October after 4-month long surge. In October, 3-month … Continue ReadingMacro Snapshot: CUR, RSCI and Sectoral Confidence Indices
Categories HIGHLIGHTS Politics EU: Turkey still has homework to finish for visa waiver Cem CetingucPosted on27 October, 2021 There are six remaining criteria Turkey needs to fulfill for visa liberalization, the head of … Continue ReadingEU: Turkey still has homework to finish for visa waiver
Categories Politics Turkey reaches out to Armenia Cem CetingucPosted on27 October, 2021 A new highway that cuts through land Azerbaijan captured from Armenia less than a year … Continue ReadingTurkey reaches out to Armenia
Categories Business Economy Macro Snapshot: Foreign Trade Statistics Cem CetingucPosted on27 October, 2021 Foreign trade deficit decreased by 47.5% YoY to US2.5bn in September (Aug.21: USD-4.3bn, Sep.20: USD-4.9bn) … Continue ReadingMacro Snapshot: Foreign Trade Statistics
Categories Business Company & Industry Ergun Unutmaz: Sisecam DCF Valuation and Comments Cem CetingucPosted on25 October, 2021
Categories Company & Industry Economy JP Morgan: CBRT speeds up monetary easing despite tricky fundamentals Cem CetingucPosted on24 October, 2021 The CBRT managed to surprise the markets yet again and cut its policy by 200bp … Continue ReadingJP Morgan: CBRT speeds up monetary easing despite tricky fundamentals
Categories Economy Erdogan Unorthodox Views on Economy Rattle Turkish Markets Cem CetingucPosted on21 October, 2021 Turkey’s President Recep Tayyip Erdogan doesn’t like it when the country’s banks charge people relatively … Continue ReadingErdogan Unorthodox Views on Economy Rattle Turkish Markets
Categories Business Company & Industry Turkish Banks: Still cheap but less cheerful Cem CetingucPosted on21 October, 2021 Going through an easing cycle but concerns on inflation still lingering Following the CBRT’s 100 … Continue ReadingTurkish Banks: Still cheap but less cheerful
Categories Politics Corruption scandal erodes popularity of Erdogan Cem CetingucPosted on21 October, 2021 The cracks in the foundations that sustain the power of President Recep Tayyip Erdogan have … Continue ReadingCorruption scandal erodes popularity of Erdogan
Categories Economy General Erdogan battles to curb ‘exorbitant prices’ Cem CetingucPosted on21 October, 2021 President Tayyip Erdogan has wheeled a trolley around one of the new grocery stores he … Continue ReadingErdogan battles to curb ‘exorbitant prices’
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 Economy Is there no respite in sight for the Turkish lira? Cem CetingucPosted on20 October, 2021 When I rented my first Istanbul apartment, in mid-2013, the Turkish economy was humming and … Continue ReadingIs there no respite in sight for the Turkish lira?
