Garanti BBVA Investment: Hülya Türkmen's Selective and Planned Investment Strategy

During this volatile period, the importance of selective and planned action was highlighted.
Incremental Investment Approach Hülya Türkmen noted that a gradual investment strategy could be considered under current market conditions.
She emphasized focusing on strong balance sheets, cash generation, low debt, and long‑term value creation rather than short‑term price movements.
Spreading investments over time, diversifying across sectors, and maintaining cash flexibility help manage timing risk more evenly.
Two Main Investment Themes Defensive sectors: food retail, telecommunications, electricity generation, and health.
High‑growth sectors: industry (strong export network), defense industry, software, technology, and artificial intelligence.
"Rather than waiting for uncertainties to disappear completely, we should act in a planned manner, adopt a gradual approach instead of one‑off decisions, and emphasize diversification and disciplined cash management." – Hülya Türkmen