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Geopolitical Strategy
Commodity & Energy Strategy, Emerging Markets Strategy
Special Report

Turkey: Erdoğan’s Final Phase

by Rajeeb Pramanik, Senior EM Strategist   Matt Gertken, Chief Geopolitical/US Political Strategist   Ashwin Shyam, Associate Editor  

Investors should avoid / stay underweight Turkish stocks and local currency bonds versus their respective EM benchmarks. Stay underweight Turkish sovereign credit.

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BCA Research | Geopolitical Strategy

The financial industry’s premier geopolitical research service. We use hard data to calculate scenario probabilities and market impacts for geopolitical risks and opportunities. 

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