A new Turkey story: under construction

TURKEY - Report 02 Feb 2026 by Atilla Yesilada

Legendary and immortal Market Guru, the Cosmic Strategist (myself) decided to make an unsolicited return from His self-imposed retirement, to herald loudly that Turkey is building a new and very positive story based on four pillars, almost none of which the Cosmic Strategist believes are priced in the market. As the events boldly described as “near certainty” by the arrogantly self-confident Cosmo unfold, new segments of the EM fund management community should turn their gaze to Turkish assets, rendering the country a prime candidate to outperform EM averages in 2026, and possibly 2027.

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