{"id":23240,"date":"2023-08-26T20:39:25","date_gmt":"2023-08-26T17:39:25","guid":{"rendered":"https:\/\/www.turkishpost.net\/ar\/?p=23240"},"modified":"2023-08-26T20:39:25","modified_gmt":"2023-08-26T17:39:25","slug":"yabanci-yatirimcilar-merkez-bankasinin-faiz-artirimini-nasil-yorumladi","status":"publish","type":"post","link":"https:\/\/www.turkishpost.net\/ar\/yabanci-yatirimcilar-merkez-bankasinin-faiz-artirimini-nasil-yorumladi\/","title":{"rendered":"Yabanc\u0131 yat\u0131r\u0131mc\u0131lar, Merkez Bankas\u0131’n\u0131n faiz art\u0131r\u0131m\u0131n\u0131 nas\u0131l yorumlad\u0131?"},"content":{"rendered":"

(The Turkish Post) –<\/strong> T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n (TCMB) son b\u00fcy\u00fck faiz art\u0131\u015f\u0131, T\u00fcrkiye\u2019yi izleyen yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n da dikkatini \u00e7ekti.<\/p>\n

Baz\u0131 yabanc\u0131 yat\u0131r\u0131mc\u0131lar, h\u00fck\u00fcmetin ortodoks para politikas\u0131na d\u00f6nmesi halinde T\u00fcrk varl\u0131klar\u0131na d\u00f6nebilecekleri mesaj\u0131n\u0131 veriyordu.<\/p>\n

Reuters, Maliye Bakan\u0131 Mehmet \u015eim\u015fek\u2019in d\u0131\u015f yat\u0131r\u0131mc\u0131lar i\u00e7in tan\u0131t\u0131m gezisini 19 Eyl\u00fcl’de Goldman Sachs’\u0131n New York’taki genel merkezinde ba\u015flataca\u011f\u0131n\u0131 duyurdu.<\/p>\n

Her ne kadar h\u00fck\u00fcmetin para politikalar\u0131 de\u011fi\u015fiyor gibi g\u00f6z\u00fckse de yat\u0131r\u0131mc\u0131lar\u0131 hemen ikna etmenin kolay olmayaca\u011f\u0131 belirtiliyor.<\/p>\n

Yabanc\u0131 yat\u0131r\u0131mc\u0131lar T\u00fcrkiye\u2019ye geri d\u00f6necek mi?<\/strong><\/h4>\n

Yabanc\u0131lar son be\u015f y\u0131lda, artan enflasyon kar\u015f\u0131s\u0131nda faiz oranlar\u0131n\u0131 d\u00fc\u015f\u00fcrmek de dahil olmak \u00fczere h\u00fck\u00fcmetin al\u0131\u015f\u0131lm\u0131\u015f\u0131n d\u0131\u015f\u0131nda ve istikrars\u0131z politikalar\u0131 nedeniyle T\u00fcrkiye’yi neredeyse tamamen terk etmi\u015fti.<\/p>\n

Bununla birlikte Reuters\u2019e konu\u015fan yabanc\u0131 yat\u0131r\u0131mc\u0131lar, bu haftaki faiz art\u0131\u015f\u0131n\u0131n, para birimi \u00fczerindeki bask\u0131y\u0131 ve enflasyon beklentilerini dizginleme konusunda \u015eim\u015fek ve ekibinin ba\u011f\u0131ms\u0131z hareket edebileceklerinin i\u015faretini verdi\u011fi g\u00f6r\u00fc\u015f\u00fcnde.<\/p>\n

Londra\u2019daki yat\u0131r\u0131m \u015firketi ABRDN\u2019de portf\u00f6y y\u00f6neticisi Viktor Szabo, faiz art\u0131rma karar\u0131yla ilgili olarak, \u201c\u0130lk faiz art\u0131r\u0131m kararlar\u0131yla yapt\u0131klar\u0131 hatalar\u0131 d\u00fczeltiyorlarm\u0131\u015f gibi geliyor. Bu da d\u00f6viz \u00fczerindeki bask\u0131n\u0131n devam etti\u011finin g\u00f6stergesi.\u201d dedi.<\/p>\n

Yine di\u011fer bir k\u00fcresel yat\u0131r\u0131m \u015firketi olan Van Eck\u2019in portf\u00f6y y\u00f6neticisi Ola El-Shawarby ise \u201cGenel tablo konusunda daha rahat olmaya ba\u015flad\u0131k, bu nedenle daha yap\u0131c\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz. ” diyerek faiz art\u0131\u015f\u0131n\u0131 olumlu bulduklar\u0131n\u0131 bildirdi.<\/p>\n

Erdo\u011fan gerekli deste\u011fi verecek mi?<\/strong><\/h4>\n

Los Angeles kentindeki TCW yat\u0131r\u0131m \u015firketinin varl\u0131k y\u00f6netimlerinde ara\u015ft\u0131rmac\u0131 olarak g\u00f6rev yapan Blaise Antin, \u201cUluslararas\u0131 yat\u0131r\u0131mc\u0131lar \u00fczerinde kal\u0131c\u0131 bir etki yaratmak i\u00e7in bu d\u00f6ng\u00fcde politika faizlerini daha da art\u0131rmak zorunda kalacaklar. Esas \u00f6nemli soru, onlar\u0131n buna devam etmesi i\u00e7in Erdo\u011fan’\u0131n ye\u015fil \u0131\u015f\u0131k yak\u0131p yakmad\u0131\u011f\u0131\u201d diyerek \u00e7ekincesini dile getirdi.<\/p>\n

Merkezi Londra\u2019da bulunan Neuberger Berman yat\u0131r\u0131m \u015firketi portf\u00f6y y\u00f6neticisi Kaan Nazl\u0131 ise \u201cSonu\u00e7ta yat\u0131r\u0131mc\u0131lar i\u00e7in nihai faiz oran\u0131 \u00f6nemli; ancak daha \u00e7ok merkez bankas\u0131n\u0131n ihtiya\u00e7 duyuldu\u011funda harekete ge\u00e7meye haz\u0131r olmas\u0131 gerekiyor. Yine de bu de\u011fi\u015fimi g\u00f6rmek olumlu.\u201d ifadesini kulland\u0131.<\/p>\n

Resmi veriler, yabanc\u0131lar\u0131n T\u00fcrk tahvillerinin y\u00fczde 1’inden az\u0131na sahip oldu\u011funu g\u00f6steriyor.<\/p>\n

Bu oran 2019’da y\u00fczde 10 ve 2015’te y\u00fczde 20’ydi. Son \u00fc\u00e7 ayda tahvillere k\u00fcm\u00fclatif yabanc\u0131 giri\u015f 110,5 milyon dolar olurken, hisse senetleri 1,7 milyar dolarl\u0131k bir art\u0131\u015f g\u00f6rd\u00fc.<\/p>\n

Yat\u0131r\u0131mc\u0131lar ve yetkililer, \u00f6zellikle faiz art\u0131r\u0131m\u0131n\u0131n ard\u0131ndan T\u00fcrk hisse senedi, Eurobond ve CDS piyasalar\u0131n\u0131n bu y\u0131l ve \u00f6n\u00fcm\u00fczdeki y\u0131l daha cazip olaca\u011f\u0131 g\u00f6r\u00fc\u015f\u00fcnde.<\/p>\n

TCMB ge\u00e7en hafta politika faizini y\u00fczde 17,5’ten y\u00fczde 25’e \u00e7\u0131kartm\u0131\u015ft\u0131.<\/p>\n

TCMB Ba\u015fkan\u0131 Hafize Gaye Erkan ba\u015fkanl\u0131\u011f\u0131nda toplanan Para Politikas\u0131 Kurulu (PPK), politika faizi olan bir hafta vadeli repo ihale faiz oran\u0131n\u0131 750 baz puan art\u0131rma karar\u0131 alm\u0131\u015ft\u0131.<\/p>\n","protected":false},"excerpt":{"rendered":"

(The Turkish Post) – T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n (TCMB) son b\u00fcy\u00fck faiz art\u0131\u015f\u0131, T\u00fcrkiye\u2019yi izleyen yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n da dikkatini \u00e7ekti. Baz\u0131 yabanc\u0131 yat\u0131r\u0131mc\u0131lar, h\u00fck\u00fcmetin ortodoks para politikas\u0131na d\u00f6nmesi halinde T\u00fcrk varl\u0131klar\u0131na d\u00f6nebilecekleri mesaj\u0131n\u0131 veriyordu. Reuters, Maliye Bakan\u0131 Mehmet \u015eim\u015fek\u2019in d\u0131\u015f yat\u0131r\u0131mc\u0131lar i\u00e7in tan\u0131t\u0131m gezisini 19 Eyl\u00fcl’de Goldman Sachs’\u0131n New York’taki genel merkezinde ba\u015flataca\u011f\u0131n\u0131 duyurdu. Her […]<\/p>\n","protected":false},"author":2,"featured_media":23241,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"jnews-multi-image_gallery":[],"jnews_single_post":{"source_name":"Euronews","source_url":"https:\/\/tr.euronews.com\/2023\/08\/26\/yabanci-yatirimcilarturkiye-cumhuriyet-merkez-bankasinin-faiz-artirimini-nasil-yorumladi","via_name":"","via_url":"","override_template":"0","override":[{"template":"1","single_blog_custom":"","parallax":"1","fullscreen":"1","layout":"right-sidebar","sidebar":"default-sidebar","second_sidebar":"default-sidebar","sticky_sidebar":"1","share_position":"topbottom","share_float_style":"share-monocrhome","show_share_counter":"0","show_view_counter":"0","show_featured":"1","show_post_meta":"1","show_post_author":"0","show_post_author_image":"1","show_post_date":"1","post_date_format":"default","post_date_format_custom":"Y\/m\/d","show_post_category":"0","show_post_reading_time":"1","post_reading_time_wpm":"300","show_zoom_button":"1","zoom_button_out_step":"4","zoom_button_in_step":"4","show_post_tag":"1","show_prev_next_post":"0","show_popup_post":"1","number_popup_post":"2","show_author_box":"1","show_post_related":"1","show_inline_post_related":"0"}],"override_image_size":"0","image_override":[{"single_post_thumbnail_size":"crop-715","single_post_gallery_size":"crop-500"}],"trending_post":"0","trending_post_position":"meta","trending_post_label":"Trending","sponsored_post":"0","sponsored_post_label":"Sponsored by","sponsored_post_name":"","sponsored_post_url":"","sponsored_post_logo_enable":"0","sponsored_post_logo":"","sponsored_post_desc":"","disable_ad":"0"},"jnews_primary_category":{"id":"2","hide":""},"jnews_override_bookmark_settings":{"override_bookmark_button":"0","override_show_bookmark_button":"0"},"jnews_social_meta":{"fb_title":"","fb_description":"","fb_image":"","twitter_title":"","twitter_description":"","twitter_image":""},"jnews_override_counter":{"override_view_counter":"0","view_counter_number":"0","override_share_counter":"0","share_counter_number":"0","override_like_counter":"0","like_counter_number":"0","override_dislike_counter":"0","dislike_counter_number":"0"},"footnotes":""},"categories":[2,1],"tags":[686,78,1422,1753],"class_list":["post-23240","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","category-son-haberler","tag-faiz-karari","tag-merkez-bankasi","tag-slider-manset","tag-yabanci-yatirimci"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/posts\/23240","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/comments?post=23240"}],"version-history":[{"count":0,"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/posts\/23240\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/media\/23241"}],"wp:attachment":[{"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/media?parent=23240"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/categories?post=23240"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/tags?post=23240"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}