Blog Archives

Risk Map and Turkey’s Sustainable Development

Turkey’s economic ride throughout 2015 was largely dominated by the direction of the EM flows.  As the story of EMs change from high-growth-lower-risk to lower-growth-higher risk story, capital outflowed in net terms for the first time since 2008.  EM currencies depreciated in real terms against the USD and financial market volatility increased.  The movement of […]

Turkey Investment Case: How to Keep it Intact?

Soon after the collapse of the Lehman Brothers in September 2008, the first reaction that the emerging markets got was not pretty.  Even though crisis originated in the US markets, rest of the world including emerging markets was largely hit.  Yet, despite all the volatility in 2008 and 1H2009, what the markets call the decoupling […]