TURKEY, TENCENT AND LAND EWC

What’s going on and what do you need to know? It’s been a turbulent week. In the past few days, headlines have toggled between mounting concern around the Turkish Lira, the surprise weak performance announced by Tencent and, closer to home – confusion around land expropriation. Unsurprisingly, the markets have reacted. Volatility in emerging market currencies, bond yields and equity markets has increased noticeably and it has become difficult to…