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In the recent past, unpredictable policymaking has exposed Turkiye to currency stress and high inflation. A material erosion of institutional and governance strength, a turbulent geopolitical environment and elevated social risks provide the background of the elections.
- What post-election scenarios are we looking at and how do we assess their credit impact?
- What are the chances that Turkiye’s policy mix could turn more orthodox, fighting inflation while preserving the sovereign’s fiscal anchor?
- What are the opportunities and risks for banks and corporates in the post-election economy? How do we assess liquidity risks in those sectors?
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