Categories Company & Industry HIGHLIGHTS Markets TURKEY equity strategy: Waiting for rate cuts Atilla YeşiladaPosted on16 August, 2024 Investors are trying to gauge when the macro policies will bare fruit and the timing … Continue ReadingTURKEY equity strategy: Waiting for rate cuts
Categories HIGHLIGHTS Markets Turkish Equities Strategy: State of Turkish markets amidst global recession pricing Atilla YeşiladaPosted on9 August, 2022 Risk appetite remains sour as the global recession debate intensifies In these early phases … Continue ReadingTurkish Equities Strategy: State of Turkish markets amidst global recession pricing
Categories Finance HYPED Markets Macro Thoughts: May 2022 – Shiny Happy People Atilla YeşiladaPosted on20 May, 2022 This time we’ll keep this piece short and sweet. Last month we opined that «The … Continue ReadingMacro Thoughts: May 2022 – Shiny Happy People
Categories HIGHLIGHTS Markets Turkish Equities: Quarterly Strategy Report: The Impact of Global Slowdown Atilla YeşiladaPosted on21 April, 2022 Russia-Ukraine tension has increased risks of stagflation and even recession As we entered the year … Continue ReadingTurkish Equities: Quarterly Strategy Report: The Impact of Global Slowdown
Categories Finance HIGHLIGHTS Markets Macro Thoughts: April 2022 – April Showers Atilla YeşiladaPosted on15 April, 202215 April, 2022 The market’s collective consciousness is likely to concentrate on the stag part of stagflation in … Continue Reading Macro Thoughts: April 2022 – April Showers
Categories HYPED Markets MS Turkey equity strategy: Finding opportunities after the correction Atilla YeşiladaPosted on28 March, 2021 MSCI Turkey is down 20% in USD since last Friday, with TRY depreciation explaining 8 … Continue ReadingMS Turkey equity strategy: Finding opportunities after the correction
Categories Markets Monthly Equity Strategy: Signs of V-shaped recovery (or not)? Atilla YeşiladaPosted on14 July, 202017 July, 2020 Fast credit growth, the recovery in credit card spending, especially the revival of housing, … Continue ReadingMonthly Equity Strategy: Signs of V-shaped recovery (or not)?
Categories Markets Equity Strategy: Till Liquidity Do Us Apart Atilla YeşiladaPosted on18 June, 202019 June, 2020 Raising our estimates and valuations with our new BIST target of 134K (from 119K) indicating … Continue ReadingEquity Strategy: Till Liquidity Do Us Apart
