Turkey Views

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Worst Not Over For Equities

Despite falling 7.5% since December 16, we see further downside to Turkish equities, as deteriorating macro fundamentals and heightened political uncertainty are likely to weigh heavily on stocks in...

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Major Implications Of AKP Rift

The power struggle within Turkey's ruling Justice and Development Party (AKP) has major short- and long-term implications for political stability, macroeconomic trajectory and investor sentiment....

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Emerging Europe 2013 Retrospective

In December last year we outlined nine trends that we expected to play out across Emerging Europe in 2013 (see 'Key Themes For 2013: Emerging Europe', December 13 2012), and although not quite year-...

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BMI Logistics Index: Emerging Europe

Emerging Europe is ranked fourth in the BMI Logistics Index out of our six region breakdowns. The US and Western Europe region understandably leads the pack given the strong supply chain options,...

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