26 September 2014 Ecem Özdemir Turkish Market Calendar Macroeconomic Indicators ecem.ozdemir@yf.com.tr +90 (212) 334 98 89 Data of the Week- Foreign Trade, August 2012 2013 2014YF GDP Growth 2.2% 4.0% 3.2% CPI 6.3% 7.4% 8.9% C/A Def. / GDP 6.0% 7.9% 6.1% Budget Def. / GDP 2.0% 1.2% 2.3% USD/TRY (eop) 1.7776 2.1304 2.2135 1-Week Repo Auc. 5.50% 4.50% 9.00% 12 YF Est. 10 7.6 8 6 4 2 Weekend Monday 27-28 September 29 September    4-5 October Consumer Confidence Index, September Treasury’s Auctions: 5 Years Fixed Coupon G-Bond (10Jul-2019); 10 Years CPI Linker (18-Sep2024) Tuesday 30 September   BRSA Monthly Data, August 6 October Foreign Trade, August (YF Export: USD11.6bn, Import: USD19.2bn) Treasury’s Auctions: 2 Years Fixed Coupon G-Bond (13-Jul-2016); 10 Years Fixed Coupon G-Bond (24Jul-2024)     7 October OFFICIAL HOLIDAY 11-12 October OFFICIAL HOLIDAY 13 October Weekly Securities Statistics, Wk. 40 20 October Private Sector’s loans received from abroad 21 October   Short Term External Debt Treasury’s Auctions: 2 Years Zero Coupon G-Bond (18Nov-2016) TEA Exports, September ICC’s Cost of Living Index, September Manufacturing PMI, September    Treasury’s market redemption: TRY12.2bn Real Effective Exchange Rate, September CBT’s Monthly Price Developments, September Unemployment, July Jul-14 Apr-14 Jan-14 Jul-13 Oct-13 Apr-13 Jan-13 Jul-12 Oct-12 Apr-12 Weekly Securities Statistics, Wk. 39   Parliament to vote for motions enabling government to deploy troops in Iraq and Syria OFFICIAL HOLIDAY Treasury’s Cash Balance, September 10 October   Weekly Securities Statistics, Wk. 41 Budget Balance, September 17 October   Treasury’s market redemption: TRY0.6bn 22 October 23 October   IP, August Retail Sales Volume Index, August 16 October Balance of Payments, August Inflation, September Summary Notes of the MPC Meeting 9 October  15 October   Jan-12 Jul-11 Oct-11 Apr-11 Jan-11 Jul-10 3 October    Friday 2 October Treasury’s market redemption: TRY1bn  18-19 October Thursday 1 October  14 October  Wednesday 8 October  OFFICIAL HOLIDAY Oct-10 Apr-10 Jan-10 0 Weekly Securities Statistics, Wk. 42 MPC Meeting, October Constitutional deadline for 2015 Budget to be submitted to the Parliament CBT’s Expectation Survey 24 October Turkish Market Calendar, 29 September- 24 October 2014 26 September 2014 Yatırım Finansman Securities Nispetiye Caddesi Akmerkez Tel: +90 (212) 317 69 00 E-3 Blok Kat:4 Fax: +90 (212) 317 69 32 Bloomberg: YATF Etiler / İstanbul 34337 TURKEY Emre Birkan www.yf.com.tr Executive Vice President emre.birkan@yf.com.tr +90 (212) 334 98 40-41 Cenk Erdal Head of Sales cenk.erdal@yf.com.tr +90 (212) 334 98 45-46 Müjde Erdoğan Birdal Director of Sales mujde.erdogan@yf.com.tr +90 (212) 334 98 42-43 Gülçin Sepken Aygün Director of Trading gulcin.sepken@yf.com.tr +90 (212) 334 98 51-52 Nida Aydın Associate nida.aydin@yf.com.tr +90 (212) 334 98 55-56 Mehmet Ali Sukuşu Settlement mehmetali.sukusu@yf.com.tr +90 (212) 317 68 42 Zümrüt Can Ambarcı Head of Equity Research, Banks zumrut.ambarci@yf.com.tr +90 (212) 334 98 35 Kenan Turan Conglomerates, Retail, Agriculture kenan.turan@yf.com.tr +90 (212) 334 98 58 Gülçe Deniz Steel & Mining, REIT, Cement gulce.deniz@yf.com.tr +90 (212) 334 98 36 Alper Üstünışık Glass, Automotive, Consumer Durables alperustunisik@yf.com.tr +90 (212) 334 98 64 Ahmet Emre Kılınç Banks ahmetemre.kilinc@yf.com.tr +90 (212) 334 98 38 Özge Özcan Associate ozge.ozcan@yf.com.tr +90 (212) 334 98 39 Levent Durusoy Chief Economist levent.durusoy@yf.com.tr +90 (212) 334 98 33 Ecem Özdemir Associate ecem.ozdemir@yf.com.tr +90 (212) 334 98 89 Institutional Sales Equity Research Macroeconomic Research © 2014 YF Securities. 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