Zeynep Aktaş: More liquid and thematic assets that can be quickly converted into cash are prominent investment instruments
Investors have recently taken a more cautious approach and prefer a flexible portfolio structure. More liquid and thematic assets that can be quickly converted into cash are becoming prominent investment vehicles.
In the face of complex economic cycles, the investor's basic reflex is to focus on liquidity. The search for direction in the markets is clearly reflected in investor behavior. Cautious messages about monetary policy on the global front, while data-driven expectations stand out in the domestic market. Investors also prefer products with high liquidity, quick cash conversion and low risk during this process.
In the new week, the focus of the markets will be on domestic retail sales, balance of payments data and the CBRT's expectations survey, while on the global front, the inflation figures (CPI and PPI) from the US and Japan's growth data will be prominent.
Diken
