Research Briefing
We are cautiously optimistic on the Turkish lira and have recently moved the currency to an overweight in our Emerging...
Research Briefing
We are cautiously optimistic on the Turkish lira and have recently moved the currency to an overweight in our Emerging...
Research Briefing
Emerging market (EM) central banks' credibility to restrain inflation over the medium-term horizon remains intact despite the tests it's been...
Consulting Report
This report examines the size of the illicit tobacco market in Türkiye as well as and the impact it has...
Research Briefing
The powerful earthquakes that hit Turkey and Syria on February 6 have caused a human tragedy; at the time of writing, over 11000 people have been...
Research Briefing
In a tough global environment, we are below consensus on advanced economy growth and anticipate most will fall into recession...
Consulting Report
Europe enjoyed a strong tourism rebound over the summer months as Covid-19 disruptions abated. However, the region was not exempt...
Research Briefing
Russia's quick U-turn over its earlier decision to suspend participation in the Black Sea grain initiative suggests that pressure from...
Russia's decision to halt its participation in the UN-brokered Black Sea grain deal risks a renewal of global food price...
Research Briefing
If successful, the Turkey-brokered deal between Russia and Ukraine to unblock Ukraine's ports and facilitate grain exports would be highly...
Research Briefing
With its Black Sea ports under blockade, Ukraine's grain silos are brimming with millions of tons of cereals, with no...
Research Briefing
Turkey will take a hit from the Russian invasion of Ukraine through three main channels – tourism, energy prices and...
Research Briefing
Turkey’s unpredictable macro policies could leave the treasury with a sizeable bill stemming from FX-protected lira deposits. The baseline for...
Research Briefing
FDI is in an important pillar of growth and diversification agendas across theMENA region and, in particular, in the GCC....