tag:blogger.com,1999:blog-8152901575140311047.post3281113107331885202..comments2024-03-27T09:01:53.517-04:00Comments on Musings on Markets: Deja Vu In Turkey: Currency Crisis and Corporate Insanity!Aswath Damodaranhttp://www.blogger.com/profile/12021594649672906878noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-8152901575140311047.post-26888571485100593132018-08-19T08:26:27.110-04:002018-08-19T08:26:27.110-04:00Professor...great article; even could be applied b...Professor...great article; even could be applied by Non-residents while choosing financing options for domestic investments. thx<br />AKB and VIXhttps://www.blogger.com/profile/04156908829287180313noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-47777433498886162042018-08-18T08:11:56.589-04:002018-08-18T08:11:56.589-04:00Well explain prof, appreciate it!Well explain prof, appreciate it!Immortalhttps://www.blogger.com/profile/02889853969712537454noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-74389240419260423792018-08-17T09:41:27.892-04:002018-08-17T09:41:27.892-04:00Thank you for sharing your insight & putting f...Thank you for sharing your insight & putting forward important concepts such as matching currency of debt to currency of cashflows so simply.Sambhav Karnawat, Jewelovehttps://www.blogger.com/profile/08945073122636900284noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-23809494648368671432018-08-16T19:45:28.976-04:002018-08-16T19:45:28.976-04:00You talked about the Deja Vu in Turkey and currenc...You talked about the Deja Vu in Turkey and currency crisis. <br /><br />Would you please talk to us or comment about the Deja Vu in Iran, the upcoming sanctions on the country (a second set of sanctions are imposed in November), a collapsing currency depreciating astronomically against USD, the increasing cost of goods sold for companies, and how a firm can survive this mess in this country? How should a firm price its products to survive a rapidly changing market by the second when the COGS prices are increasing faster than the production rate and completion? <br /><br /><br /><br />--https://www.blogger.com/profile/13111499633579303222noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-11836299526695898772018-08-16T05:37:05.503-04:002018-08-16T05:37:05.503-04:00What about the budget guarantee mismatch?
There ...What about the budget guarantee mismatch? <br /><br />There are dozens of infrastructure projects which are fx payment guaranteed. For instance, the 3rd Bosphorus bridge which is guaranteed by the government that 49.273.000 vehicles will pass in 2017. Unfortunately, 15.00.000 cars passed and the government pays $4+vat for every vehicle to the company. There are dozens of projects like that. It does mean that there is also government budged mismatch. How is this gonna impact besides inflation?Anonymousnoreply@blogger.com