Categories Economy Finance HIGHLIGHTS Markets Broad investor community reengaging with Türkiye: JP Morgan Güldem AtabayPosted on25 January, 2024 A broad base of the investor community is reengaging with Türkiye amid the change in … Continue ReadingBroad investor community reengaging with Türkiye: JP Morgan
Categories Economy HIGHLIGHTS Markets Annual rate of increase in Turkish house prices declines Cem CetingucPosted on23 January, 202423 January, 2024 According to Sahibindex’s research, the annual rate of increase in real rental prices in January … Continue ReadingAnnual rate of increase in Turkish house prices declines
Categories Company & Industry HIGHLIGHTS Markets JP Morgan is negative for major Turkish bank stocks Atilla YeşiladaPosted on23 January, 2024 JP Morgan equity research team put Akbank, Garanti, Isbank, and Yapi Kredi on Negative Catalyst … Continue ReadingJP Morgan is negative for major Turkish bank stocks
Categories Atilla Yeşilada Finance HIGHLIGHTS Markets Commentary: It is all coming up roses for Turkish assets Atilla YeşiladaPosted on19 January, 2024 Foreign investors poured $601 mn into TL Bonds and equities in the week ending on … Continue ReadingCommentary: It is all coming up roses for Turkish assets
Categories Company & Industry HIGHLIGHTS Markets Turkish stocks in 2024: Trading a thin line Atilla YeşiladaPosted on16 January, 2024 Global: The “Goldilocks” period is set to end We see a higher-than-usual probability of the … Continue ReadingTurkish stocks in 2024: Trading a thin line
Categories Finance HIGHLIGHTS Markets JP Morgan: How to trade Turkish assets Atilla YeşiladaPosted on13 January, 2024 Not for the first time in recent years, investors are once again anticipating a turn-around … Continue ReadingJP Morgan: How to trade Turkish assets
Categories Finance HIGHLIGHTS Markets TL flirts with new lows vs USD, but no worries Atilla YeşiladaPosted on11 January, 2024 Dollar/TL pair is about to close trading in Istanbul interbank market, at 29.99, a smidgeon … Continue ReadingTL flirts with new lows vs USD, but no worries
Categories Finance HIGHLIGHTS Markets HSBC: New era for the lira Atilla YeşiladaPosted on4 January, 2024 The imbalance between the demand and supply of FX is likely to persist in 2024. … Continue ReadingHSBC: New era for the lira
Categories Finance HIGHLIGHTS Markets Asset Strategy for Turkey 2024: Stocks and dollar bonds may shine Atilla YeşiladaPosted on1 January, 2024 Regarding Turkish assets, we are selective on stocks and Eurobonds and more neutral on lira … Continue ReadingAsset Strategy for Turkey 2024: Stocks and dollar bonds may shine
Categories Company & Industry HIGHLIGHTS Markets Erdogan and Simsek warn against manipulation, down the stock market Atilla YeşiladaPosted on23 December, 2023 Turkish stocks lost a whopping 2.67% in Friday’s trading, as President Erdogan and economy czar … Continue ReadingErdogan and Simsek warn against manipulation, down the stock market
Categories Company & Industry HIGHLIGHTS Markets Equity Outlook for 2024: Expecting a challenging first half, followed by a stronger trend in the second half Atilla YeşiladaPosted on20 December, 2023 In 2023, after being positive between May and September, we had been cautious on Turkish … Continue ReadingEquity Outlook for 2024: Expecting a challenging first half, followed by a stronger trend in the second half
Categories Finance HIGHLIGHTS Markets Deutsche Banks heralds carry trade in Turkish Lira is back Atilla YeşiladaPosted on17 December, 2023 We turned bullish on the lira in late September on account of over delivery from … Continue ReadingDeutsche Banks heralds carry trade in Turkish Lira is back
Categories Business Company & Industry Finance Markets BofA on Turkish bank stocks: Why domestic-retail investors shouldn’t be a worry Atilla YeşiladaPosted on17 December, 2023 Fears of possible overhang as retail clients feel squeeze One issue that frequently comes up … Continue ReadingBofA on Turkish bank stocks: Why domestic-retail investors shouldn’t be a worry
Categories Emerging Markets Finance HIGHLIGHTS Markets Hot money returns to Turkish financial markets Atilla YeşiladaPosted on8 December, 2023 Once a haven for carry trade and EM equity investments, foreign interest in Turkish financial … Continue ReadingHot money returns to Turkish financial markets
Categories Business Company & Industry Markets BoFA on Turkish banks: The Great Normalization – Buy private banks Atilla YeşiladaPosted on3 December, 2023 Risk-reward is appealing ‘Normalization’ is probably the best word to describe the ongoing dynamics in … Continue ReadingBoFA on Turkish banks: The Great Normalization – Buy private banks
Categories Atilla Yeşilada Finance HIGHLIGHTS Markets TL will gain value throughout 2024 Atilla YeşiladaPosted on1 December, 2023 It takes courage to make this claim in an environment where all Turkish YouTubers claim … Continue ReadingTL will gain value throughout 2024
Categories General HIGHLIGHTS Markets Morning news from Turkey: Foreign policy dominates, outlook for TL positive Atilla YeşiladaPosted on1 December, 2023 In a Reuters report, a senior official from the US State Department stated that Foreign … Continue ReadingMorning news from Turkey: Foreign policy dominates, outlook for TL positive
Categories Company & Industry HIGHLIGHTS Markets Bullish recommendations from BoFA, Goldman propel Istanbul Stock Exchange to new highs Atilla YeşiladaPosted on27 November, 2023 Bank shares in Turkey’s private sector experienced a significant surge today, following an endorsement from … Continue ReadingBullish recommendations from BoFA, Goldman propel Istanbul Stock Exchange to new highs
Categories Company & Industry HYPED Markets Sabanci Holding: BUY recommendation from HSBC analysts Atilla YeşiladaPosted on18 November, 2023 Recommendation summary The underperformance of SAHOL stock vs its listed parts YTD has pushed the … Continue ReadingSabanci Holding: BUY recommendation from HSBC analysts
Categories Emerging Markets Finance HIGHLIGHTS Markets Commentary: TL government bonds attracting attention of investment banks, financial press Atilla YeşiladaPosted on16 November, 2023 It was Bloomberg which first sounded out EM fund managers about their interest in the … Continue ReadingCommentary: TL government bonds attracting attention of investment banks, financial press
