Positive Trends in the Stock Markets: Developments in Turkey and Globally

Weekly Bulletin: Positive Trend in Stock Markets Continues

Last week, significant developments occurred in the financial markets. The Central Bank of the Republic of Turkey (CBRT) cut the policy interest rate by 100 basis points. While this decision seems to have a neutral effect on the markets, many experts are closely monitoring the impacts of this move, which fell short of expectations. Meanwhile, Fitch Ratings confirmed Turkey's credit rating at "BB-" and changed its outlook from "stable" to "positive." This situation indicates an improvement in economic stability.

In the US economy, the core PCE data was in line with expectations at 2.8%, while the 3rd-quarter GDP growth exceeded forecasts at 4.4%, continuing to demonstrate the strength of economic activity. However, geopolitical risks have stalled the rally of Bitcoin that began at the start of the new year.

New Opportunities in AI Infrastructure

The AI revolution has begun to focus not only on chips but also on the massive infrastructure systems behind this technology. It is essential to be selective in the growth narrative of this sector. Companies' cash flows stand out as a critical indicator for the sustainability of growth. In technical analysis, many stocks continue to offer reasonable entry opportunities without entering the overbought territory.

Trump’s Crypto Vision

Donald Trump describes digital assets as "the future of finance," and his moves in this field are drawing attention. In addition to the revenue generated from crypto projects, he is advocating for the establishment of a Strategic Bitcoin Reserve in the US. Trump’s initiatives could play a decisive role in the cryptocurrency market.

Featured Companies and Stocks

• Alibaba (BABA) - Preparing for the IPO of its AI chip unit T-Head.
• Rockwell Automation (ROK) - Collaboration with Lucid (LCID).
• Amazon (AMZN) - Energy financing for AI.
• Smart Solar Energy (SMRTG) - Signing a contract for power plant installation.

During the week, Moderna shares gained 15.72% due to positive news. Additionally, Katılımevim (KTLEV) experienced a weekly increase of 12.81% following the cancellation of its capital increase process.

The information contained in our content is not investment advice. You should make your investment decisions based on your own research.