Koç Holding Vice Chairman of the Board Ali Koç evaluated the economic outlook and investment environment for 2027 at the COP31 Summit held in Antalya. Koç stated that 2026 was quite difficult for the business world and that more cautious action should be taken in the coming period.
Pointing out that credit markets could tighten on a global scale, Koç emphasized that the importance of liquidity for companies will increase. In this context, he expressed that postponing non-essential investments for a while could be beneficial.
Drawing attention to a "cautious optimism" approach for 2027, Koç noted that discussions regarding election economics might also come to the agenda. Koç stated that artificial intelligence companies are entering credit markets intensively for the first time and that this could create pressure on financing conditions.
Koç also said that the US government has a budget deficit of 2.2 trillion dollars, which is a factor that should be taken into account in terms of bond supply and global funding costs. For this reason, he noted that it has become important for companies to remain more selective and liquid for at least the next year.
It is necessary to stay a bit more liquid. I think there is a benefit in postponing non-essential investments to some extent.
EMPHASIS ON ENERGY VALUE CHAIN
Making evaluations regarding energy transition, electrification, storage, and artificial intelligence investments at the summit, Koç said that the Koç Group keeps the possibility of expanding its areas of activity in the energy sector on its agenda.
Stating that they have been mainly on the energy production side until now, Koç expressed that not only production but also different links of the energy value chain are gaining importance in the new period. He conveyed that the increasing energy need outside of Turkey is also being followed in terms of investment opportunities.
Koç emphasized that despite short-term risks, he trusts Turkey's long-term potential. He expressed that they maintain their investment perspective towards Turkey with the words, "Those who trust, believe in, and invest in Turkey in the long term have always won."
News Source: 12punto
