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How recommendation distribution changed over time
Covered by 5 analysts
Analysts are largely in agreement
Last evaluation 66+ days ago - stale data
One-directional consensus
Decreasing interest recently
Chronological view of analyst recommendations for this asset
The speaker analyzes the valuation created by the spread between falling inflation expectations and bond yields, as well as the increasing demand for domestic bonds.
BloombergHTThe speaker comments on the performance and future expectations in the bond markets within the context of the disinflation process and increasing investor interest.
CNBC-eThe speaker evaluates the high real return potential offered by Turkish Lira assets and the continuity of foreign investor interest.
CNBC-eThe speaker evaluates foreign interest in Turkish government bonds and strategies executed via the swap channel.
CNBC-eForeign investor interest in the bond market and the impact of expected rate cuts are evaluated.
BloombergHTThe analyst addresses the opportunities long-term bond yields present for investors within the framework of Turkey's macroeconomic stability and predictability.
BloombergHTMurat Aysan evaluates the buying appetite of the Central Bank and investors in the bond market, the retreat of interest rates below 35%, and expectations before the potential rate cut in March.
Barış SoydanThe speaker analyzes the effects of foreign investor inflows and potential improvements in credit rating outlook on the bond market.
CNBC-eThe speaker assesses that foreign interest in the bond market is increasing and current interest rate levels offer attractive entry points according to year-end projections.
CNBC-eThe speaker examines the downward trend in interest rates emerging from recent Treasury auctions and the alignment of bond yields across different maturities with long-term inflation expectations.
CNBC-eThe speaker evaluates the strong demand for Treasury auctions and the supportive role of the bond purchase program announced by the Central Bank for 2026 on the market.
BloombergHTThe speaker discusses JP Morgan's November 2028 bond recommendation and the possibility of a rally in the bond market with the rate cut process.
CNBC-eThe speaker analyzes that the TL bond market may offer attractive opportunities for investors in 2026, given the Treasury's reduced borrowing needs and a falling interest rate environment.
CNBC-eThe speaker evaluates the attractiveness of debt instrument funds alongside the decline in inflation expectations and the interest rate cut process.
CNBC-eThe speaker evaluates that he expects an interest rate cut process faster than the decline in inflation, creating opportunities in the bond market.
CNBC-eÖzlem Bayraktar Gökşen interprets foreign investor inflows into the Turkish bond market and changes in the yield curve.
BloombergHTThe retreat process in 2-year and 10-year bond yields parallel to the decline in inflation expectations and the yield curve are analyzed.
BloombergHTThe speaker evaluates the possibility of foreign investor interest shifting from carry trade to the bond market and the yield curve.
CNBC-eThe speaker evaluates the expectation of declining bond yields and capital gain opportunities amidst the disinflation process.
BloombergHTThe analyst evaluates that TL bonds are more logical than Eurobonds for local investors due to the expectation of interest rate cuts and withholding tax advantage.
BloombergHTThe speaker analyzes the valuation created by the spread between falling inflation expectations and bond yields, as well as the increasing demand for domestic bonds.
* Does not constitute investment advice
The speaker comments on the performance and future expectations in the bond markets within the context of the disinflation process and increasing investor interest.
* Does not constitute investment advice
The speaker evaluates the high real return potential offered by Turkish Lira assets and the continuity of foreign investor interest.
* Does not constitute investment advice
The speaker evaluates foreign interest in Turkish government bonds and strategies executed via the swap channel.
* Does not constitute investment advice
Foreign investor interest in the bond market and the impact of expected rate cuts are evaluated.
* Does not constitute investment advice
The analyst addresses the opportunities long-term bond yields present for investors within the framework of Turkey's macroeconomic stability and predictability.
* Does not constitute investment advice
Murat Aysan evaluates the buying appetite of the Central Bank and investors in the bond market, the retreat of interest rates below 35%, and expectations before the potential rate cut in March.
* Does not constitute investment advice
The speaker analyzes the effects of foreign investor inflows and potential improvements in credit rating outlook on the bond market.
* Does not constitute investment advice
The speaker assesses that foreign interest in the bond market is increasing and current interest rate levels offer attractive entry points according to year-end projections.
* Does not constitute investment advice
The speaker examines the downward trend in interest rates emerging from recent Treasury auctions and the alignment of bond yields across different maturities with long-term inflation expectations.
* Does not constitute investment advice
The speaker evaluates the strong demand for Treasury auctions and the supportive role of the bond purchase program announced by the Central Bank for 2026 on the market.
* Does not constitute investment advice
The speaker discusses JP Morgan's November 2028 bond recommendation and the possibility of a rally in the bond market with the rate cut process.
* Does not constitute investment advice
The speaker analyzes that the TL bond market may offer attractive opportunities for investors in 2026, given the Treasury's reduced borrowing needs and a falling interest rate environment.
* Does not constitute investment advice
The speaker evaluates the attractiveness of debt instrument funds alongside the decline in inflation expectations and the interest rate cut process.
* Does not constitute investment advice
The speaker evaluates that he expects an interest rate cut process faster than the decline in inflation, creating opportunities in the bond market.
* Does not constitute investment advice
Özlem Bayraktar Gökşen interprets foreign investor inflows into the Turkish bond market and changes in the yield curve.
* Does not constitute investment advice
The retreat process in 2-year and 10-year bond yields parallel to the decline in inflation expectations and the yield curve are analyzed.
* Does not constitute investment advice
The speaker evaluates the possibility of foreign investor interest shifting from carry trade to the bond market and the yield curve.
* Does not constitute investment advice
The speaker evaluates the expectation of declining bond yields and capital gain opportunities amidst the disinflation process.
* Does not constitute investment advice
The analyst evaluates that TL bonds are more logical than Eurobonds for local investors due to the expectation of interest rate cuts and withholding tax advantage.
* Does not constitute investment advice