Categories General India’s latest wave of Covid-19 hits the emerging markets Cem CetingucPosted on30 April, 2021 “India’s problem is the world’s problem”, says Yasmeen Serhan in The Atlantic. Just weeks ago, … Continue ReadingIndia’s latest wave of Covid-19 hits the emerging markets
Categories General Company Update | EREGL: TP revised up to TL22.0/share Cem CetingucPosted on22 April, 2021 Strong rally justified by rising margins. EREGL staged a strong rally over the last 6M on … Continue ReadingCompany Update | EREGL: TP revised up to TL22.0/share
Categories General Politics TTB: No vaccines, no appointments, but perception management in Turkey Cem CetingucPosted on22 April, 202122 April, 2021 The Turkish Medical Association (TTB) Central Council released a written statement yesterday (April 20) and said that … Continue ReadingTTB: No vaccines, no appointments, but perception management in Turkey
Categories Economy General German Economic Institutes to cut 2021 GDP growth forecast Cem CetingucPosted on16 April, 2021 Germany’s economic institutes will cut their joint 2021 growth forecast for Europe’s largest economy to … Continue ReadingGerman Economic Institutes to cut 2021 GDP growth forecast
Categories Economy HIGHLIGHTS Bloomberg Economics: Slower Growth, Higher Inflation, Weaker Lira Atilla YeşiladaPosted on31 March, 2021 After Goldman Sachs, Bloomberg Economics, too, revised its Turkey 2021 forecasts. Bloomberg expects higher inflation … Continue ReadingBloomberg Economics: Slower Growth, Higher Inflation, Weaker Lira
Categories Economy General Reuters: ‘We will not be able to pay our bills’: Turks set to lose a COVID-19 income support Atilla YeşiladaPosted on31 March, 2021 Amidst the confusion and loss of economic confidence caused by the swift slide of the … Continue ReadingReuters: ‘We will not be able to pay our bills’: Turks set to lose a COVID-19 income support
Categories Economy Global recovery in jeopardy, as Covid-19 stages “Forth Wave” Atilla YeşiladaPosted on21 March, 202121 March, 2021 Despite the rosy view from a few select countries, such as US, UK and Israel, … Continue ReadingGlobal recovery in jeopardy, as Covid-19 stages “Forth Wave”
Categories Emerging Markets Comment: EM is a value trap, but we live in the “who cares” world Atilla YeşiladaPosted on27 June, 202030 June, 2020 When one reads investment banking reports and financial commentary, EM assets are a strong BUY, … Continue ReadingComment: EM is a value trap, but we live in the “who cares” world
Categories Economy FT: Turkey looks to weather coronavirus crisis without IMF support Atilla YeşiladaPosted on27 May, 202029 May, 2020 Turkey’s battered finances have been shaken further by the coronavirus pandemic but President Recep Tayyip … Continue ReadingFT: Turkey looks to weather coronavirus crisis without IMF support
