Timothy Ash

23, April #WarSpillover

Timothy Ash: The war in Iran presents a huge ...

The war in Iran presents a huge ST macro risks to Türkiye, via inflation/current account, but long term it presents huge strategic opportunities in defence, energy, trade routes, tourism. Türkiye should be anchor for strategic partnerships with middle powers.

https://x.com/tashecon/status/2047224787320099190?s=20

#WarSpillover

Timothy Ash

02, May #BrokenSystem

Timothy Ash: NATO is dead and European leaders…

NATO is dead and European leaders who don’t get that are brain dead. Heard numerous military top brass types in UK pretend otherwise recently. Accept it and move on. Plan for worst - the reality.

#BrokenSystem

Timothy Ash

23, April #WarSpillover

Timothy Ash: With the EU, and Germany insulting...

With the EU, and Germany insulting Türkiye, via VDL comments, the U.K. should take advantage of this to deepen defence and security ties. So many synergies - combining the UK’s defence tech expertise, with Türkiye’s strong manufacturing base.

#WarSpillover

Timothy Ash

19, April

Timothy Ash: Trump failed on Ukraine peace talks…

Trump failed on Ukraine peace talks (remember he bragged about 24H deal, 30 days, then 100), and Gaza (ask the 700+ dead Palestinians since). Iran - he fluffed the lines in Oman and now is living to regret the unlimited bounds of his own ego.