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...
647 Views
Global Banks: The Last Song on the Dance Floor
In https://www.smartkarma.com/insights/global-banks-any-takers-for-the-unloved, we set out to pinpoint banking assets with poor technical momentum,...
327 Views
Turkish Banks: Has the Rubicon Been Crossed?
The answer largely depends on what the metaphor implies. While the recent sharp devaluation in TL has surely exacerbated the structural problems in...
479 Views
Turkey - Legging Down
* Following up on his sweeping cabinet changes on Tuesday, July 10, 2018, President Erdogan has also accelerated his push to engineer a full blown...
284 Views
Turkish Banks: A Painful Deleveraging Ahead
Orderly or disorderly deleveraging? If history is any guide, the aftermath of a private debt boom often results in slower consumption and GDP...
634 Views