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UPDATE 2-Turkish assets firm, Dogan Yayin up after statement

Published 10/19/2009, 09:54 AM
Updated 10/19/2009, 09:57 AM
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* Low interest rates back stock exchange rise

* Dogan Yayin up after injunction lifted

* Q3 expectations underpin sentiment

* Lira and bonds also rise

(Adds details)

ISTANBUL, Oct 19 (Reuters) - Turkish stocks, led by Dogan Yayin, strengthened on Monday on positive expectations of earnings third-quarter results and capital flow into the stock market accelerated by historic low interest rates.

The ISE National 100 index rose 0.91 percent to 50,245 points at 1332 GMT. The index has gained around 90 percent this year, outperforming the emerging market index's 72 percent gain.

"Absence of alternatives raise the stock exchange. The bubble grows as long as interest rates stay at this level, and near zero rates in the United States," Cem Kaya from Ata Investment Securities said.

Better-than-expected earnings would bring more upside to the Istanbul Stock Exchange, dealers said.

The lira traded at 1.4555 against the dollar on the interbank market, 0.5 percent firmer than its 1.4630 close on Friday. The currency strengthened to a 12-month high last week.

The yield on the benchmark Aug 3, 2011, bond fell to 8.10 percent from Friday's 8.23 percent.

The central bank slashed rates to 6.75 percent last week, bringing total easing since November 2008 to 10 percentage points as it attempts to stimulate an economy in deep recession.

Some economists see inflation in Turkey is bottoming out soon, which will limit the scope for further monetary easing.

"Turkish inflation has dropped significantly over the last year to a historic low level just above 5 percent year-on-year. However, we do not see much downside from the present inflation level," Copenhagen-based Danske Bank said in a research note.

The Turkish Central Bank's official inflation target for this year is 7.5 percent.

"We expect Turkish inflation to remain at the current low level for the rest of 2009 and for 2010 we expect higher inflation averaging 5.7 percent year-on-year," the bank said.

Shares in Dogan Yayin, Turkey's biggest media company, rose 1.9 percent to 1.07 lira as the company said a preliminary injunction related to a 914.82 million lira in collateral sought by the tax office had been lifted.

Dogan was among one of the top losers on the stock exchange last week after it said a court had rejected one of its units' legal challenges to suspend the collection of a separate collateral for a $3.3 billion fine. (Reporting by Selcuk Gokoluk; Editing by Ron Askew)

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