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Turkey central bank opts to wait and see

Tellimer Research Patrick Curran @ Tellimer Research
Patrick Curran @
Tellimer Research
21 January 2021

Jobs matter more than votes: ESG pointers from Tunisia and Lebanon

Hasnain Malik 18 January 2021

Turkey's importance to the EU increases as Azerbaijan gas exports begin

Vahaj Ahmed 6 January 2021

Turkey hikes rate, solidifies shift towards orthodox policy

Patrick Curran 24 December 2020

Turkey could join EU's net-zero plan in lieu of gas-hunt in East Mediterranean

Vahaj Ahmed 7 December 2020
Latest articles in Turkey

Turkey: Slightly negative market opening should be expected

CBRT kept the policy rate 17% yesterday. The statements were very strong, positive and likely to help regain of the confidence in the market. Today a slightly negative opening in the market can be expected in line with global markets.
ATA Invest Batuhan Ozsahin
Batuhan Ozsahin @ ATA Invest 22 January 2021

Turkey central bank opts to wait and see

Today the CBRT’s Monetary Policy Committee (MPC) opted to hold its one-week repo rate at 17%, in line with Bloomberg consensus. After such aggressive action at the last two MPC meetings (see here and here), we think the reaction is appropriate. Turke...
Tellimer Research Patrick Curran
Patrick Curran @ Tellimer Research 21 January 2021
Turkey central bank opts to wait and see
Turkey central bank opts to wait and see

Jobs matter more than votes: ESG pointers from Tunisia and Lebanon

Most would agree that economic stress, and specifically unemployment, breeds populism, and in extreme cases, radicalisation and insecurity. It is the EM echo of the message from Bill Clinton's 1992 election strategist James Carville, "It's the econom...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 18 January 2021
Jobs matter more than votes: ESG pointers from Tunisia and Lebanon
Jobs matter more than votes: ESG pointers from Tunisia and Lebanon

Turkey starts the day in negative territory

Profit taking mood is in the air as there is not much new inflow from international investors despite the 2 big conferences this week (there were US$248mn net inflows to equities last week). The rally of the market has reached 49% in dollar terms sin...
ATA Invest Batuhan Ozsahin
Batuhan Ozsahin @ ATA Invest 15 January 2021

Turkey: Strong momentum continues

Global equity rally continues as risk on mode is in full swing. Garanti BBVA shared its operating plan guidance for FY21 that targets mid-teens ROAE with a focus on moderate lending and costs remain under control. 4) Steep margin tightening: NIM (swa...
ATA Invest Batuhan Ozsahin
Batuhan Ozsahin @ ATA Invest 8 January 2021

EM Sovereigns: Debt sustainability remains a concern but will only become acute for some

Already in 2020, we have seen a large number of sovereign defaults, notably in Argentina, Belize, Ecuador, Lebanon, Suriname and Zambia. Meanwhile, Bahrain (+9ppt to 137%), Brazil (+2ppt to 104%) and South Africa (+6ppt to 85%) see more modest increa...
ING Think
ING Think 7 January 2021
EM Sovereigns: Debt sustainability remains a concern but will only become acute for some
EM Sovereigns: Debt sustainability remains a concern but will only become acute for some