Turkey Key Analysis

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Regional Equity Strategy

We are up 1.5% on our bullish Spanish small caps view since it was entered in our asset class strategy on January 9 (played through the IBEXS index), and see potential for further gains over the next...

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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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