2009年12月土耳其证券市场投资策略报告

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【出版时间及名称】：2009年12月土耳其证券市场投资策略报告
        【作者】：德意志银行
        【文件格式】：pdf
        【页数】：36
        【目录或简介】：
Table of Contents
Investment summary ........................................................................ 3
Turkish equity strategy ..................................................................... 4
Risks outweigh rewards in the short term ................................................................................4
Cyclicals offer a better exposure to medium-term recovery .....................................................9
EPS estimate revisions gain pace in Turkish industrials ..........................................................10
Sector allocations & top picks........................................................ 12
Mapping value across the ISE.................................................................................................12
Sector rankings and top picks .................................................................................................15
Performance of our top picks portfolio ...................................................................................17
Top picks portfolio methodology ............................................................................................17
Economic outlook............................................................................ 18
Are markets and economic performance converging? ...........................................................18
Is confidence improving?........................................................................................................18
Growth Outlook: A mechanical bounce-back and a little more ...............................................19
Politics gradually takes the centre stage in setting the local mood in Turkey .........................21
Mapping value across ISE............................................................... 22
Market data...................................................................................... 26
Datascan........................................................................................... 29
Key market aggregates ................................................................... 31
Foreign participation in ISE ............................................................ 32

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