Categories Company & Industry General HIGHLIGHTS Turkish Airlines: Outlook improves, yet valuations are stretched Cem CetingucPosted on16 February, 2024 Turkish Airlines shares have had a strong performance YTD, up 24% in USD terms, outperforming … Continue ReadingTurkish Airlines: Outlook improves, yet valuations are stretched
Categories Company & Industry General HIGHLIGHTS JP Morgan: Turkish Banks Cem CetingucPosted on30 November, 2021 We upgrade select subs of Turkish large banks from N to OW. For this upgrade … Continue ReadingJP Morgan: Turkish Banks
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 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 CBRT’s latest rate cut increases risks on inflation Cem CetingucPosted on24 September, 2021 In a rather surprising move, the CBRT cut its 1-week repo rate 100bp to 18.00%. … Continue ReadingCBRT’s latest rate cut increases risks on inflation
Categories Economy HIGHLIGHTS Turkey: Headline CPI surprises to the upside; core remains more benign Cem CetingucPosted on7 September, 2021 For the second time in a row, headline surprised to the upside and core surprised … Continue ReadingTurkey: Headline CPI surprises to the upside; core remains more benign
Categories Economy HIGHLIGHTS Moody’s raises Turkey 2021 GDP forecast Atilla YeşiladaPosted on5 September, 2021 Turkey’s 20+% growth spurt in 2Q2021 and strong data from summer months, is leading global … Continue ReadingMoody’s raises Turkey 2021 GDP forecast
Categories General JPMorgan reveals five emerging economies that are most vulnerable to Delta variant Cem CetingucPosted on9 July, 20219 July, 2021 NEW YORK: Economies of the Philippines, Peru, Colombia, South Africa and Thailand are among the … Continue ReadingJPMorgan reveals five emerging economies that are most vulnerable to Delta variant
Categories Economy Finance JP Morgan: Governor Kavcioglu’s hawkish tone reduces the risk of premature easing Atilla YeşiladaPosted on1 May, 2021 By Yarkin Cebeci In the first inflation report briefing of his term, CBRT’s newly-appointed … Continue ReadingJP Morgan: Governor Kavcioglu’s hawkish tone reduces the risk of premature easing
Categories Politics JP Morgan: Finally a hawkish surprise from the CBRT Atilla YeşiladaPosted on27 June, 202029 June, 2020 After a long period of monetary easing, the CBRT finally delivered a hawkish surprise and … Continue ReadingJP Morgan: Finally a hawkish surprise from the CBRT
Categories Economy Is Turkey’s monetary easing over? Atilla YeşiladaPosted on25 May, 202029 May, 2020 Central Bank of Turkey delivered its ninth successive rate cut last week, reducing its key … Continue ReadingIs Turkey’s monetary easing over?
