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Tuesday, November 06, 2007
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Nov 5 2007 9:17PM
Turkish markets ease, eyes on US talks

ISTANBUL, Nov 5 (Reuters) - Turkish markets weakened on Monday in line with global markets and after higher-than-expected inflation, while investors were also watching for news from key U.S.-Turkey talks later in the day.

Prime Minister Tayyip Erdogan and President George W. Bush were scheduled to meet in Washington at 1815 GMT which analysts say will be key to Ankara's decision on whether to launch a military incursion against Kurdish rebels in northern Iraq.

The lira <IYIX=> closed at 1.1890 against the dollar in interbank trade, weakening from 1.1790 on Friday after hitting a fresh six-year high last week.

"The primary reason for the fall in the stock market was foreign (markets). The fall in European markets was more than 1 percent. The Turkish market fell a bit more because the Erdogan-Bush meeting made investors tense," said Yunus Kaya from Gedik Investment.

The main share index <.XU100> fell 1.39 percent to 56,064.31, extending a decline of 0.9 percent on Friday.

Going against the downward trend, Migros <MIGRS.IS> stock rose 0.5 percent to 21.1 lira as sources said a deadline had arrived for preliminary bids for the supermarket chain, put up for sale by conglomerate Koc Holding <KCHOL.IS>.

The yield on the Aug. 5, 2009 <0#TRTSYSUM=IS> benchmark bond rose to 16.35 percent from 16.27 percent on Friday.

After Turkish markets closed on Friday data showed October inflation came in at 1.81 percent month-on-month, compared with a market expectation of 1.20 percent. Analysts said the data could reduce rate cut expectations for November.

But the Turkish central bank said on Monday it expected inflation to return to a falling trend after the current rise, adding that the effects of last year's sharp rate hikes continued to be felt.

The bank hiked benchmark borrowing rates 425 basis points last year amid rising inflation and started easing earlier than expected in September and since then has cut rates to 16.75 percent with a combined 75 basis point reduction.

On Sunday Kurdish rebels released eight Turkish soldiers captured in an ambush last month, a move that could ease pressure on the government to launch an incursion.

Iraqi leaders said on Saturday they were ready to hunt down leaders of the Kurdistan Workers Party (PKK) in northern Iraq responsible for cross-border attacks in Turkey.

(Reporting by Tolgahan Ozkan; Writing by Daren Butler)

(([email protected]; +90 212 350 7057; Reuters Messaging: [email protected]))

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