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Latest articles in Turkey
Fixed Income Analysis / Turkey

Turkish banks, government policies and regulatory forbearance

Wide-ranging policy and regulatory changes have been announced in Turkey, which seem set to impact almost every line of lenders’ income statements. As a result, banks’ financial statements may come with even more footnotes than usual. Ahe...
Tellimer Research Tolu Alamutu
Tolu Alamutu @ Tellimer Research 21 April 2020
Turkish banks grapple with changing policies and regulations
Strategy Note / Global

Aged Leaders: Nigeria's Kyari Covid-19 death a reminder of elite succession risk

Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 19 April 2020
Flash Report / Turkey

Turkish banks: 5 observations on a month to forget

It is more than a little tempting to dismiss the current turmoil as just another challenge for the ever-resilient Turkish banks to face. Syria and COVID-19 may end up being just that – eventually. On Syria, President Erdogan is meeting Pre...
Tellimer Research Tolu Alamutu
Tolu Alamutu @ Tellimer Research 2 March 2020
Turkish banks: 5 observations on a month to forget
Strategy Note / Global

Turkey: Inevitable escalation with Russia-Syria, negative

On the back foot in Syria and LibyaTurkey has suffered significant casualties (at least 33 deaths, around 50 wounded) near Idlib in north-west Syria, following the airstrikes by Russian-backed Syrian forces on 27 February. Total deaths among the 10,0...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 28 February 2020
Strategy Note / Turkey

Turkey: Foreign policy costs

In the past three months, Turkey has committed itself militarily to international operations in Syria and Libya. Although the number of troops sent to Libya is unclear (and may be quite limited thus far), the signalling is clear. Turkey is increasing...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 27 January 2020
Strategy Note / Global

Frontier-Emerging Equity Monthly, January: War and Pestilence

January started with investor fears of war (Iran) and ended with fear of another horseman of the apocalypse, pestilence (China). Oil prices spiked 4% after the assassination of Iran Quds Force leader, Qassem Soleimani, in a US drone st...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 24 January 2020