Categories Finance HIGHLIGHTS Markets Turkish Private Banks: Skewed risk reward Cem CetingucPosted on24 April, 2023 Valuations don’t look very tempting in the context of macro uncertainty With this note, we … Continue ReadingTurkish Private Banks: Skewed risk reward
Categories Economy HIGHLIGHTS Macro Focus: Upside risks persist as inflation figures approach to record levels Cem CetingucPosted on4 December, 20214 December, 2021 Turkey’s CPI increased by 3.51% MoM in November driving YoY CPI from 19.89% to 21.31%. Accordingly, … Continue ReadingMacro Focus: Upside risks persist as inflation figures approach to record levels
Categories Business Company & Industry Markets Turkish Private Banks: Margin recovery delayed by yet another quarter, but… Cem CetingucPosted on5 July, 2021 The market’s muted reaction to the banks’ strong Q1 profits implies a re-rating requires earnings … Continue ReadingTurkish Private Banks: Margin recovery delayed by yet another quarter, but…
Categories Economy ANALYSIS: Main factor in price increases is the depreciation of the Turkish lira Atilla YeşiladaPosted on4 June, 20204 June, 2020 Turkish Statistical Institute released consumer (CPI) and domestic producer price (D-PPI) indices of May 2020. … Continue ReadingANALYSIS: Main factor in price increases is the depreciation of the Turkish lira
