Categories Economy Emerging Markets HIGHLIGHTS HYPED Politics CFR: The changing nature of Turkey’s balance sheet risks Güldem AtabayPosted on27 October, 2020The lira was under a fair amount of pressure today. Bloomberg reports the state banks … Continue ReadingCFR: The changing nature of Turkey’s balance sheet risks
Categories Emerging Markets HYPED BIS: EM dollar debt tops $4 trillion for first time Atilla YeşiladaPosted on26 October, 2020Dollar-denominated debt in emerging markets has risen past $4 trillion for the first time following … Continue ReadingBIS: EM dollar debt tops $4 trillion for first time
Categories General HYPED Politics Pro-AKP daily: Biden’s foreign policy team inspires little hope with regards to Turkey Atilla YeşiladaPosted on21 October, 2020Turkish-American relations under a Biden Presidency A Biden Presidency now looks increasingly likely, and that … Continue ReadingPro-AKP daily: Biden’s foreign policy team inspires little hope with regards to Turkey
Categories Economy Emerging Markets HIGHLIGHTS HYPED Politics Defeat for Trump Would Mean Some Other Leaders Also Lose Out (incl. Erdogan) Güldem AtabayPosted on20 October, 202020 October, 2020If Donald Trump is forced from the White House in the November election, he won’t … Continue ReadingDefeat for Trump Would Mean Some Other Leaders Also Lose Out (incl. Erdogan)
Categories Economy Emerging Markets HIGHLIGHTS HYPED Politics Bloomberg: Erdogan Does What He Can Get Away With Güldem AtabayPosted on20 October, 202020 October, 2020In 2010, Turkey’s “Zero Problems” foreign-policy doctrine was the marvel of the Mediterranean and the … Continue ReadingBloomberg: Erdogan Does What He Can Get Away With
Categories Economy HYPED Politics Erdogan’s stark choices: Revive the economy, or suffer defeat Atilla YeşiladaPosted on19 October, 2020According to the recent Avrasya poll, AKP’s votes are down to 28%, while its ally … Continue ReadingErdogan’s stark choices: Revive the economy, or suffer defeat
Categories General HYPED TRNC elections: Anti-unification candidate scores surprise victory Atilla YeşiladaPosted on19 October, 2020Ersin Tatar, prime minister of the breakaway state of North Cyprus, won a presidential election … Continue ReadingTRNC elections: Anti-unification candidate scores surprise victory
Categories General HYPED Turkey announced the highest daily Covid toll since May Atilla YeşiladaPosted on16 October, 2020Turkey records 1,812 new COVID-19 patients Turkey has recorded 73 deaths and 1,812 new coronavirus … Continue ReadingTurkey announced the highest daily Covid toll since May
Categories Business Company & Industry HYPED Fragile oil and gas interests at stake for Azerbaijan, Russia and Turkey in Nagorno-Karabakh Atilla YeşiladaPosted on16 October, 2020Nagorno-Karabakh’s close proximity to key Azeri oil and gas infrastructure means that there will be … Continue ReadingFragile oil and gas interests at stake for Azerbaijan, Russia and Turkey in Nagorno-Karabakh
Categories Emerging Markets HYPED Markets Reuters poll: Trouble ahead for erratic emerging market FX, dollar/TL close to peak Atilla YeşiladaPosted on13 October, 2020BENGALURU/JOHANNESBURG (Reuters) – Volatility in emerging market currencies will not let up in the next … Continue ReadingReuters poll: Trouble ahead for erratic emerging market FX, dollar/TL close to peak
Categories HYPED Politics Cease fire in Nagorno-Karabakh tests limits of Erdogan-Putin bromance Atilla YeşiladaPosted on12 October, 2020The foreign ministers of Armenia and Azerbaijan signed a cease fire agreement in Moscow on … Continue ReadingCease fire in Nagorno-Karabakh tests limits of Erdogan-Putin bromance
Categories Emerging Markets HYPED Markets Macro Thoughts by Murat Berk: More Balanced Atilla YeşiladaPosted on8 October, 2020 Almost right on cue, following our piece on risk markets, especially the Nasdaq as … Continue ReadingMacro Thoughts by Murat Berk: More Balanced
Categories Economy HYPED Imports fail to slow despite weak currency and additional taxes Atilla YeşiladaPosted on6 October, 2020Source: Karar Newspaper, press sources Turkey Exporters Assembly (TIM) announced its monthly preliminary export figures … Continue ReadingImports fail to slow despite weak currency and additional taxes
Categories General HYPED Politics Middle East Eye: The Big Chill, Erdogan and Putin Atilla YeşiladaPosted on5 October, 2020The erosion of trust between Erdogan and Putin has played an important role in turning … Continue ReadingMiddle East Eye: The Big Chill, Erdogan and Putin
Categories HYPED Politics Azerbaijan-Armenia War: Putin’s dilemma Atilla YeşiladaPosted on4 October, 2020Latest news from the battle zone Armenia said on Saturday it would use “all necessary … Continue ReadingAzerbaijan-Armenia War: Putin’s dilemma
Categories General HYPED Politics Covid-19 Aid: Turkey’s new political battleground Atilla YeşiladaPosted on29 September, 2020Turkish government attempts to ban locally-organised aid efforts amid the coronavirus pandemic have intensified conflict … Continue ReadingCovid-19 Aid: Turkey’s new political battleground
Categories Economy Emerging Markets HYPED Natixis on Middle East, North Africa, CEE AND Turkey Atilla YeşiladaPosted on26 September, 2020EMEA EMs in times of Covid-19… EMEA emerging economies (EEMEA) have been severely shaken by … Continue ReadingNatixis on Middle East, North Africa, CEE AND Turkey
Categories HYPED Politics Iran’s Turkey-Based Sanctions-Evasion Scheme More Extensive Than Previously Reported Atilla YeşiladaPosted on24 September, 2020Iran’s sanctions-evasion schemes involving Turkey “started earlier, lasted longer, extended further, and involved more people … Continue ReadingIran’s Turkey-Based Sanctions-Evasion Scheme More Extensive Than Previously Reported
Categories Business HYPED Tech Intense Foreign Investor Attention to Papara private placement Atilla YeşiladaPosted on23 September, 2020Turkish payment systems company Papara authorized consulting firm Raiffesien Bank for the sale of minority … Continue ReadingIntense Foreign Investor Attention to Papara private placement
Categories HYPED Emerging Markets: Inflows improve, bond spreads widen Atilla YeşiladaPosted on22 September, 2020Latin American stocks and currencies took a beating on Monday as investors worried that rising … Continue ReadingEmerging Markets: Inflows improve, bond spreads widen
