Turkish Consumer Debt: Payback Time
The Turkish household debt has increased exponentially in the past 15 years, registering the third largest annual growth rate (28% CAGR) within the...
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Yes Bank – No
We will try our best not to repeat the excellent analysis done by our fellow Smartkarma analyst Hemindra Hazari on Yes Bank. Rather our focus here...
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Garanti Bank – Weakening To Accelerate?
We all know the pressures of the devaluation in Turkey on the economy and banks. We have written about this with respect to Hsbc Holdings (5 HK) in...
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CBT Opts for 625bp Rate Hike. Now Watch Heads Roll
On 13 September, the Turkish central bank raised its policy rate by whopping 625bps, exceeding the market's median forecast by 300bps. This is...
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Global Banks: Any Takers for the Unloved?
We are on the hunt for banking assets with poor technical momentum, strong fundamental trends, and cheap valuations.We drill into detail to find...
419 Views