In this week's special edition Global SitRep, @JacobShap presents CI's net assessment on #Turkey These country-level assessments inform the international allocation of our core Strategic Wealth investment strategy.
"Our view is that Turkey’s geopolitical fundamentals and its geographic position outweigh the short-term risks associated with Erdoğan’s economic mismanagement and Turkey’s political instability..."
"We are looking past the 2023 election and expecting Turkey’s strengths to carry it in spite of the instability..."
"The true counterfactual and challenge to our thesis would be a contested 2023 election that results in violence between Turkish political factions..."
Want to read the rest? Sign up bit.ly/3zf5TRW and have it in your inbox tomorrow.
#Bosporus #Istanbul #geopolitics #investing
In the future country-level net assessments like this will only be accessible to our clients. If this report makes you want to discuss how we use #geopolitics to manage client #assets, reach out @CognitiveInvest or visit bit.ly/3GHxNbi

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Cognitive Investments

Cognitive Investments Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

:(