Erdoğan’ın hesabı şaştı; Türkiye’ye pahalıya patlayacak | Parametre

Two critical issues dominated the Turkish economy in the same week: the receivership operation targeting the poultry sector and BYD's suspension of its $1 billion investment in Turkey. In the program "Parametre," Mehmet Şahin and Prof. Dr. Ercan Ekmekçioğlu assessed whether the operation targeting chicken producers would actually lower prices, what message the receivership decision sent to the market, and whether it would pose a risk to the poultry supply in the medium term. The program emphasized that the intervention in the poultry sector could create price pressure in the short term, but could have more severe consequences in the medium and long term in terms of production, investment, supply, and confidence. Ercan Ekmekçioğlu drew attention to the effects of state intervention on the economy with the words, "If you tamper with the genetics of the free market, the result will be disastrous." The second part of the program discussed the investment in Turkey by the Chinese automotive giant BYD. BYD, which had promised a $1 billion investment in Turkey in 2024, was reported to be prioritizing Hungary and not setting a timeline for its Turkish factory. The advantages BYD has gained in the Turkish market, the competitive pressure on TOGG, tax losses, expectations of the subcontractors, and the resulting consequences in terms of investment confidence were discussed. The broadcast sought answers to the following questions: Will the white meat operation lower chicken prices? What message does the appointment of supervisory trustees to 13 companies send to the market? What does the appointment of supervisory trustees mean in terms of property rights? Is there a risk of supply shortage and scarcity in chicken? Why did BYD suspend its investment in Turkey? Why did BYD choose Hungary? What did Turkey gain and lose from BYD? How was TOGG affected by this process? Why does foreign capital not trust Turkey? What is the state of investment confidence and legal predictability in Turkey? 00:00 Introduction: Chicken, white meat operation, and BYD agenda 01:20 What is behind the white meat operation? 02:40 What does the appointment of supervisory trustees to 13 companies mean? 04:20 Ercan Ekmekçioğlu: “This is a massive agenda-shifting operation.” 06:00 The contradiction of appointing trustees to domestic producers and incentivizing foreign capital 08:00 Allegations of organized crime and charges of influencing prices 10:10 Is the appointment of a supervisory trustee really a soft intervention? 12:00 The debate over 20 years of tax exemption for foreign capital 14:10 Property rights, legal security, and investment risk 16:20 What message does the trustee decision send to the market? 18:00 Will white meat prices fall? 19:40 Supply contraction and the risk of scarcity in chicken 22:00 Mao's sparrow war example and economic management 24:20 How does the decision-making mechanism in companies become paralyzed? 26:00 Financial collapse and the risk of closing credit channels 28:00 How does the economic ecosystem deteriorate in one-man regimes? 29:30 Why did BYD suspend its investment in Türkiye? 31:00 What happened to the $1 billion investment in Manisa? 33:00 What did BYD gain in Turkey? 35:10 Allegations of $850 million in tax losses 37:00 Expectations regarding sub-industry, supply chain, and employment 39:10 What does BYD's choice of Hungary mean? 41:00 Does Turkey have the right to impose sanctions on BYD? 43:00 Contractual shortcomings and the possibility of force majeure 45:20 The European Union, the Made in Europe requirement, and BYD's strategy 47:20 Did Turkey offer the incentive carrot too early? 49:00 How was TOGG affected by this process? 51:00 BYD's unfair competition effect against TOGG 53:20 TOGG's capacity, cost, and loss statement 55:10 What could TOGG have gained if a BYD factory had been established? 57:00 Hungary, Post-Orban Investment Attractiveness and the Difference from Turkey 59:00 The Economic Cost of One-Man Regimes 01:01:00 BYD Profited on Arrival and on Departure 01:02:30 Closing: Chicken, Car, and the Citizen Paying the Bill Join this channel to benefit from privileges:    / @tr724   ► Become a member of our channel: https://buff.ly/3tRtiWl ► Support us:   / tr724   ► Subscribe:    / tr724