Model Portfolio / TURKEY MARKET OUTLOOK - Opportunity knocks
In this reshuffle, we are switching to a more aggressive portfolio via overweight positioning on banks. Although we continue favoring non-financials which price their products in FX terms, internationally diversified businesses and exporters, we move the weight of banks 3ppt over the benchmark BIST-100 index.
TEB Investment equity research analysts and strategist team consists of 8 analysts with an average finance sector experience of 15 years and special focus on international investors.
With our 6 equity research analysts we cover 93 companies across 21 sectors, reflecting 80% of the total market capitalization of all BIST companies and 86% of the BIST100 companies. Our strategy team provides in depth top-down and bottom-up market views with insight on FX and bond markets by publishing sectoral and strategic reports both in English and Turkish.
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