Cold Turkey
* President Erdogan is Likely to Win, and Capital Controls Likely Will Follow; and * All Signs Point to TRL Weakness on Par With...
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Turkey Shoot
* Stronger USD on the back of higher interest rates, and higher USD-denominated oil prices are the perfect storm for the Turkish economy and...
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BBVA: A De-Risking/Growth Mix
Our thesis is that Banco Bilbao Vizcaya Argentari (BBVA SM) is undervalued on a sum of parts valuation. This is based on attributing a 20% value...
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