Turkish Equities (BIST 30)
The speaker evaluates the current state and future potential of the Turkish stock market. It is stated that the market has shown good performance with 24-25% returns year-to-date, and the index has stabilized with foreign inflows. Assuming a stable exchange rate, a further 10-20% upward movement in the index is expected, and the view that foreign interest and past underperformance will be compensated is examined. The importance of mining, healthcare, technology, and energy sectors, along with new IPOs, is addressed, and investors are advised to focus on liquid, balance sheet-oriented stocks.