East Med

Monthly political risk, economic forecasts and business environment analysis on each country market

Latest East Med Analysis

Market Strategy - Equity Outperformance Set To End - SEPT 2017

The recent outperformance of Turkish equities - in line with a tactical view we put out in February on account of extreme bearish sentiment, cheap valuations, and oversold technical conditions (see 'Technical Picure Points To Gains Across Asset Classes', June 2017) - is coming up against rising downside pressure and we no longer expect continued outperformance.