Page 3 - TURKRptSep21

Table of contents 1.0 Executive summary
2.0 Politics
2.1 Watchlist
2.2 Afghanistan
2.2 Erdogan, US & jihadism business
2.3 Turkish killer drones made with many US parts 2.4 Virus: so-called 4th peak in 1st wave
2.5 New kitsch green
2.6 Turkish state in action
2.7 Data reliability
2.8 Drought
2.9 Business and consumer confidence surveys 2.10 Politics - shorts
2.11 Polls and sociology
3.0 Macro Economy
4.0 Real Economy
4.1 Industrial production
4.2 Inflation
4.3 Industrial sectors and trade
4.3.1 PMI Production dynamics
4.3.2 Corporate profits dynamics
4.4 Fixed investment 4.5 Labour and income
4.5.1 Income dynamics
4.5.2 Retail sector dynamics
5.0 External Sector & Trade
5.1 Balance of payments, current account
5.1.1 Import/export dynamics 5.1.2 Current account dynamics 5.1.3 Gross intl reserves
5.2 FDI
5.3 External Debt
6.0 FX
7.0 Financial & capital markets
7.1 Bank sector overview 7.1.1 Loans
7.1.2 NPLs
7.2 Central Bank policy rate 7.3 Stock market
7.3.1 Equity market dynamics
7.3.2 Dividend dynamics 7.4 International ratings
7.5 Fixed income
7.5.1 Fixed income - bond news
7.5.2 Fixed income - govt funding plans
3 TURKEY Country Report September 2021
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