Yabanc\u0131 yat\u0131r\u0131mc\u0131lar a\u011f\u0131z birli\u011fi etti.<\/p>\n\n\n\n
Piyasan\u0131n yabanc\u0131 men\u015feili oyuncular\u0131 TC. Merkez Bankas\u0131n\u0131 daha \u00e7ok faiz artt\u0131rmaya zorluyor.<\/p>\n\n\n\n
ME FX Piyasas\u0131 Analisti 200 Baz puan art\u0131\u015f derken, bir ba\u015fka analist “Politika faizindeki uygun bir art\u0131\u015f\u0131n yat\u0131r\u0131mc\u0131lar taraf\u0131ndan iyi kar\u015f\u0131lanabilir” diyor<\/p>\n\n\n\n
<\/p>\n\n\n\n
Yabanc\u0131 ekonomistler, genel olarak T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131’n\u0131n (TCMB) Para Politikas\u0131 Kurulu toplant\u0131s\u0131nda politika faizinde 200 baz puan art\u0131\u015fa gidilece\u011fini \u00f6ng\u00f6r\u00fcyor.<\/p>\n\n\n\n
Ge\u00e7en ayki toplant\u0131s\u0131nda politika faizinde art\u0131\u015fa giden Merkez Bankas\u0131n\u0131n ekim ay\u0131nda da art\u0131\u015fa devam etmesi i\u00e7in \u00f6zellikle d\u0131\u015f kaynakl\u0131 bir bask\u0131 var.<\/p>\n\n\n\n
Baz\u0131 Ekonomistler, genel olarak TCMB’nin politika faizinde 200 baz puanl\u0131k art\u0131\u015fa gitmesini bekliyor. Baz\u0131lar\u0131ysa uzun vadede faiz art\u0131\u015flar\u0131n\u0131n dolar\u0131n ate\u015fini d\u00fc\u015ferecek ad\u0131mlardan uzak oldu\u011funu belirtiyorlar.<\/p>\n\n\n\n
Bir yabanc\u0131 yat\u0131r\u0131m \u015firketi yetkilisi TCMB’nin politika faizini 200 baz puan art\u0131rarak y\u00fczde 12,25’e \u00e7\u0131karabilece\u011fini kaydetti.<\/p>\n\n\n\n
Ayn\u0131 uzman”B\u00f6yle bir art\u0131\u015f, bankalar aras\u0131 piyasalardaki bor\u00e7lanma maliyetiyle uyumlu bir politika kanal\u0131n\u0131 tekrar meydana getirebilir.” dedi. Ancak faiz art\u0131\u015f\u0131n\u0131n yat\u0131r\u0131mlar\u0131n \u00f6n\u00fcn\u00fc kapatmas\u0131ndan endi\u015fe duyanlar\u0131n say\u0131s\u0131 da az de\u011fil.<\/p>\n\n\n\n
Yabanc\u0131 bir yat\u0131r\u0131m firmas\u0131n\u0131n Geli\u015fen Piyasalar K\u0131demli Kur Stratejisti politika faizindeki uygun bir art\u0131\u015f\u0131n yat\u0131r\u0131mc\u0131lar taraf\u0131ndan iyi kar\u015f\u0131lanabilece\u011fini belirtti. <\/p>\n\n\n\n
Oysa bu t\u00fcr yorumlar\u0131 yapanlar\u0131n g\u00f6zden ka\u00e7\u0131rmaya \u00e7al\u0131\u015ft\u0131\u011f\u0131 \u015fey ise yat\u0131r\u0131m\u0131n sadece banka mevduat\u0131 \u00fczerinden yap\u0131lmad\u0131\u011f\u0131…<\/p>\n\n\n\n
Nitekim faizlerin art\u0131\u015f\u0131yla bankalara para giri\u015fi olaca\u011f\u0131n\u0131 \u00f6ng\u00f6ren yakla\u015f\u0131mlar yat\u0131r\u0131m alan\u0131ndan bu s\u0131cak paran\u0131n \u00e7ekilece\u011fi ve uzun vadede \u00e7\u0131kt\u0131 olarak bu mebla\u011f\u0131n kar\u015f\u0131m\u0131za \u00e7\u0131kaca\u011f\u0131ndan habersiz olamaz. <\/p>\n\n\n\n
Genel itibariyle yabanc\u0131 yat\u0131r\u0131m \u015firketlerinin yetkilileri TCMB’nin politika faizini 200 baz puan\u00a0art\u0131raca\u011f\u0131 beklentisi i\u00e7inde <\/p>\n\n\n\n
Hatta ayn\u0131 analistler\u00a0\u00a0TL’deki de\u011fer kay\u0131plar\u0131ndan ka\u00e7\u0131nmak isteniyorsa 300-400 baz puanl\u0131k bir art\u0131\u015f\u0131n d\u00fc\u015f\u00fcn\u00fclebilece\u011fini s\u00f6yl\u00fcyor. Yani Merkez Bankas\u0131 faizleri ne kadar artt\u0131r\u0131rsa artt\u0131rs\u0131n yabanc\u0131 akt\u00f6rlerin doymayaca\u011f\u0131 a\u015fikar.<\/p>\n\n\n\n
\u00dcstelik TCMB’nin enflasyon hedefindeki kredibilitesini iyile\u015ftirebilece\u011fini, T\u00fcrk varl\u0131klar\u0131n yabanc\u0131 yat\u0131r\u0131mc\u0131lar i\u00e7in de\u011ferinin tekrar eski haline gelebilece\u011fini aktaran yabanc\u0131 analistler as\u0131l ama\u00e7lar\u0131n\u0131n T\u00fcrkiye’nin \u00e7\u0131karlar\u0131 de\u011fil kendi kazan\u00e7lar\u0131 oldu\u011funu da bir kez daha tekrar etmi\u015f oluyorlar.<\/p>\n\n\n\n
Adeta a\u011f\u0131z birli\u011fi etmi\u015fcesine 200 baz puan faiz art\u0131\u015f\u0131 beklediklerini s\u00f6yleyen yabanc\u0131 yat\u0131r\u0131mc\u0131lardan baz\u0131lar\u0131 TCMB’nin politika faizini 175 baz puan art\u0131rarak y\u00fczde 12’ye \u00e7\u0131karabilece\u011fini aktard\u0131.<\/p>\n\n\n\n
Yabanc\u0131 ekonomistlerin tamam\u0131 politika faizinin art\u0131r\u0131laca\u011f\u0131n\u0131 tahmin etti. \u00a0Faiz art\u0131\u015f\u0131 bekleyen ekonomistlerin beklentileri 100 baz puan ila 200 baz puan aras\u0131nda yer ald\u0131. Yani Merkez Bankas\u0131 faiz karar\u0131n\u0131 hen\u00fcz a\u00e7\u0131klamadan yeni bir faiz artt\u0131r\u0131m\u0131 daha yapmas\u0131 i\u00e7in te\u015fvik ediliyor. <\/p>\n\n\n\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
Yabanc\u0131 yat\u0131r\u0131mc\u0131lar a\u011f\u0131z birli\u011fi etti. Piyasan\u0131n yabanc\u0131 men\u015feili oyuncular\u0131 TC. Merkez Bankas\u0131n\u0131 daha \u00e7ok faiz artt\u0131rmaya zorluyor. ME FX Piyasas\u0131 Analisti 200 Baz puan art\u0131\u015f derken, bir ba\u015fka analist “Politika faizindeki uygun bir art\u0131\u015f\u0131n yat\u0131r\u0131mc\u0131lar taraf\u0131ndan iyi kar\u015f\u0131lanabilir” diyor Yabanc\u0131 ekonomistler, genel olarak T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131’n\u0131n (TCMB) Para Politikas\u0131 Kurulu toplant\u0131s\u0131nda politika faizinde 200 …<\/p>\n","protected":false},"author":1,"featured_media":48,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[3],"tags":[],"_links":{"self":[{"href":"http:\/\/www.habertelgraf.com\/index.php?rest_route=\/wp\/v2\/posts\/391"}],"collection":[{"href":"http:\/\/www.habertelgraf.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.habertelgraf.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.habertelgraf.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/www.habertelgraf.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=391"}],"version-history":[{"count":1,"href":"http:\/\/www.habertelgraf.com\/index.php?rest_route=\/wp\/v2\/posts\/391\/revisions"}],"predecessor-version":[{"id":393,"href":"http:\/\/www.habertelgraf.com\/index.php?rest_route=\/wp\/v2\/posts\/391\/revisions\/393"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/www.habertelgraf.com\/index.php?rest_route=\/wp\/v2\/media\/48"}],"wp:attachment":[{"href":"http:\/\/www.habertelgraf.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=391"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.habertelgraf.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=391"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.habertelgraf.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=391"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}