Archive for September, 2013

Value Investing: Turkcell (TKC:US)

Value Investing: Turkcell (TKC:US)

Turkcell is our choice for a ‘defensive’ stock pick in Turkey’s precarious macro environment. In contrast to many of its peers, Turkcell’s revenue is growing rapidly. Meanwhile, the stock price remains depressed due to an ongoing dispute between its main shareholders.

By September 20, 2013 0 Comments Read More →
Moving Forward in Egypt

Moving Forward in Egypt

The magnitude and brutality of the military crackdown in Egypt has come as great surprise to the western powers. Both the EU and the US have had a difficult time calibrating their reactions to the recent events. In their responses, they have remained careful not to alienate Egypt’s military-backed rulers while still appearing tough on the heavy-handed methods used to quell opposition to the coup d’état.

By September 17, 2013 0 Comments Read More →