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 Finance HIGHLIGHTS Markets Yapi Kredi Invest Borsa Istanbul strategy: One more downleg? Atilla YeşiladaPosted on19 September, 2022 Cautious optimism ahead in Borsa Istanbul … Read More >Yapi Kredi Invest Borsa Istanbul strategy: One more downleg?
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 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 Emerging Markets Finance HIGHLIGHTS Macro Thoughts: February 2022 – Shades of 2006-2008? Atilla YeşiladaPosted on20 February, 2022 Similar to what happened in 2006-2008, a compelling investment narrative based on fundamental truths and … Continue ReadingMacro Thoughts: February 2022 – Shades of 2006-2008?
Categories Markets Macro Thoughts: The Return of Inflation Atilla YeşiladaPosted on30 June, 202030 June, 2020 One needs to be careful not to simply be contrarian for contrarian’s sake, but we … Continue ReadingMacro Thoughts: The Return of Inflation
Categories Emerging Markets Markets EM Strategy: A Few Reasons for a Correction Atilla YeşiladaPosted on23 June, 202023 June, 2020 Nowadays, it seems like markets will never fall again and I’m reminded of Irving Fisher’s … Continue ReadingEM Strategy: A Few Reasons for a Correction
Categories Emerging Markets Macro Thoughts: Shiny Happy People Atilla YeşiladaPosted on27 May, 202027 May, 2020 Everyone around, love them, love them Put it in your hands, take it, … Continue ReadingMacro Thoughts: Shiny Happy People
