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- Geopolitics and the economy: Analysing the new relationships with US and Europe, and their impact on trade and FDI
- Turkey’s monetary policy and its impact on growth rates, inflation, TRY/US and international investor sentiment
- How does Turkey fight rising inflation: Rate hikes or FDI/IMF support? What are the consequences for the wider economy of each?
- Cyclical vs. structural: What are the short-term cyclical pressures caused by COVID-19? And what are the long-term structural shifts uprooted by the pandemic and have changed the trajectory of Turkey’s economy?
Chief Executive Officer
Emerging Market Sovereign Strategist