Tufan Deriner

It was noted that the real value of the Turkish Lira has increased, and positive developments may occur in the economy.

* Does not constitute investment advice

The impact of the war environment on the Turkish economy was discussed. Economists stated that with the increase in the real value of the Turkish Lira, positive developments may occur in the economy.

* Does not constitute investment advice

The speaker evaluates the investment opportunities emerging in the bond market prior to the disinflation process and the potential interest rate cut cycle.

* Does not constitute investment advice

The speaker discusses the attractiveness of TL assets against foreign currency within the framework of the interest yield offered by the Turkish Lira and the tight stance of the economic management.

* Does not constitute investment advice

Multiples in the banking sector, funding costs, and the sectoral implications of the interest rate cut cycle are analyzed.

* Does not constitute investment advice

The advantages of staying in Turkish Lira assets following the Central Bank's interest rate policy and foreign exchange demand scenarios are examined.

* Does not constitute investment advice

The changing investor interest in crypto assets amidst global market volatility and the general market outlook are scrutinized.

* Does not constitute investment advice

The current valuation of Borsa Istanbul relative to global multiples and the return potential for 2026 are evaluated.

* Does not constitute investment advice

The impact of the war on energy prices and the reflections of developments in the Strait of Hormuz on the oil market are addressed.

* Does not constitute investment advice

The speaker evaluates foreign investor interest in Borsa Istanbul, inflow-outflow figures, and the index's potential for positive divergence from global markets.

* Does not constitute investment advice