Istanbul or Bust: The Decline of Turkish Investor Positioning
Ownership levels in Turkish equities have fallen to new lows among active Emerging Market equity funds. For the first time since 2008, active...
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EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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Turkey - YELP!
TURKEY: Not five months since his hiring, the CBT Governor has been replaced. The TRL’s decline is troublesome, and a TRL gray market would NOT be...
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Turkey - Add NDAA Sanctions To The List
TURKEY: The US Congress is set to approve the annual NDAA) next week - several provisions target Turkey. There remain significant risks related to...
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Turkey – Off With His Head…Again
TURKEY: Central Bank of Turkey Has A New Governor As President Erdogan Removes His Previous Hand-picked Successor. Erdogsnomics Are Not Working.
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