{"id":9223,"date":"2023-05-09T09:26:33","date_gmt":"2023-05-09T06:26:33","guid":{"rendered":"https:\/\/www.turkishpost.net\/ar\/?p=9223"},"modified":"2023-05-09T14:34:04","modified_gmt":"2023-05-09T11:34:04","slug":"borsada-secim-belirsizligi-yatirimci-yastik-altina-gitti","status":"publish","type":"post","link":"https:\/\/www.turkishpost.net\/ar\/borsada-secim-belirsizligi-yatirimci-yastik-altina-gitti\/","title":{"rendered":"Borsada ‘se\u00e7im’ belirsizli\u011fi: Yat\u0131r\u0131mc\u0131 yast\u0131k alt\u0131na gitti"},"content":{"rendered":"

(The Turkish Post) –<\/strong> T\u00fcrkiye’nin kaderinin belirlenece\u011fi se\u00e7imlere sadece 5 g\u00fcn kald\u0131. 14 May\u0131s \u00f6ncesi yat\u0131r\u0131mc\u0131lar\u0131n borsadaki belirsizli\u011fe y\u00f6nelik tepkileri de ba\u015flad\u0131.<\/p>\n

T\u00fcrkiye Sermaye Piyasalar\u0131 Birli\u011fi (TSPB) verilerine g\u00f6re yurti\u00e7i yerle\u015fiklerin nisan ay\u0131nda finansal varl\u0131k da\u011f\u0131l\u0131m\u0131nda TL mevduat hesab\u0131 y\u00fczde 36\u2019l\u0131k pay ile ilk s\u0131rada bulunuyor. D\u00f6viz tevdiat hesaplar\u0131 y\u00fczde 22,8, hisse senedi ise y\u00fczde 9,9 seviyesinde.<\/p>\n

H\u0130SSE SENED\u0130 YATIRIMI 2,8 PUAN AZALDI<\/strong><\/p>\n

Ekonomim’den \u015eebnem Turhan’\u0131n haberine g\u00f6re y\u0131lsonuna g\u00f6re de\u011fi\u015fime bak\u0131ld\u0131\u011f\u0131nda kur korumal\u0131 mevduat hesaplar\u0131n\u0131n (KKM) da i\u00e7inde bulundu\u011fu TL mevduat hesaplar\u0131 3,8 puan artarken DTH 2,1 puan, hisse senedi yat\u0131r\u0131m\u0131 ise 2,8 puan azald\u0131.<\/p>\n

DTH ve hisse senedi yat\u0131r\u0131m\u0131ndaki kay\u0131p KKM dahil TL mevduattaki art\u0131\u015ftan fazla. Uzmanlar belirsizlik ve endi\u015feler nedeniyle \u00f6zellikle bireysel yat\u0131r\u0131mc\u0131lar\u0131n d\u00f6viz ve alt\u0131n tasarruflar\u0131 ile yast\u0131k alt\u0131na \u00e7ekildi\u011fini vurgulad\u0131.<\/p>\n

TSPB verilerine g\u00f6re yurti\u00e7i yerle\u015fiklerin finansal yat\u0131r\u0131mlar\u0131 nisan itibariyle 15,8 trilyon lira seviyesinde bulunuyor. Bu hesaplamaya kurumsal yat\u0131r\u0131mc\u0131lar, bankalar, devlet kurumlar\u0131 da dahil. Ancak bireysel yat\u0131r\u0131mc\u0131lar\u0131n en yo\u011fun oldu\u011fu finansal yat\u0131r\u0131m ara\u00e7lar\u0131 olarak KKM dahil TL mevduat, d\u00f6viz tevdiat hesaplar\u0131 ve hisse senedi yat\u0131r\u0131mlar\u0131 \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n

Bu alanlarda bireysel yat\u0131r\u0131mc\u0131lar\u0131n a\u011f\u0131rl\u0131\u011f\u0131 \u00e7ok daha y\u00fcksek. Nisan 2023’te KKM dahil TL mevduat 5,9 trilyon lira ve toplam finansal varl\u0131klar i\u00e7indeki pay\u0131 y\u00fczde 36. Ve ge\u00e7en y\u0131l sonuna g\u00f6re 4 ayda 3,8 puan, y\u00fczde 11,8 art\u0131\u015f ya\u015fand\u0131.<\/p>\n

D\u0130KKAT \u00c7EKEN D\u00dc\u015e\u00dc\u015e<\/strong><\/p>\n

Yat\u0131r\u0131mc\u0131lar\u0131n d\u00f6viz tevdiat hesab\u0131 varl\u0131\u011f\u0131 ise 3,5 trilyon lira ve finansal varl\u0131klar i\u00e7indeki pay\u0131 da y\u00fczde 22,8 olarak hesapland\u0131. Ge\u00e7en y\u0131l sonuna g\u00f6re DTH hesaplar\u0131ndaki d\u00fc\u015f\u00fc\u015f 2,1 puan yani y\u00fczde 8,4.<\/p>\n

Y\u0131lsonunda DTH hesaplar\u0131n\u0131n finansal varl\u0131klar i\u00e7indeki pay\u0131 y\u00fczde 25 idi. Yine hisse senedi yat\u0131r\u0131m varl\u0131klar\u0131 1,6 trilyon lira seviyesinde bulunuyor. 2022 y\u0131l sonuna g\u00f6re hisse senedi yat\u0131r\u0131mlar\u0131n\u0131n pay\u0131 2,8 puan yani y\u00fczde 22,04 geriledi. Hisse senedi yat\u0131r\u0131mlar\u0131n\u0131 pay\u0131 finansal varl\u0131klar i\u00e7inde ge\u00e7en y\u0131lsonundaki y\u00fczde 12,7 seviyesinden y\u00fczde 9,9’a indi.<\/p>\n

KKM dahil TL mevduat, DTH ve hisse senedi yat\u0131r\u0131m varl\u0131\u011f\u0131ndaki de\u011fi\u015fim art\u0131\u015f ve azal\u0131\u015flarda de\u011fi\u015fime i\u015faret ediyor.<\/p>\n

DTH ve hisse senedinden \u00e7\u0131kan yat\u0131r\u0131mc\u0131lar\u0131n b\u00fcy\u00fck \u00e7o\u011funlu\u011fu KKM dahil TL mevduat\u0131 tercih etti.<\/p>\n

F\u0130Z\u0130K\u0130 DOLAR VE ALTINA Y\u00d6NELME VAR<\/strong><\/p>\n

Ancak bir k\u0131s\u0131m tasarruf sahibi ise hem se\u00e7im belirsizli\u011fi hem de ekonomiye y\u00f6nelik endi\u015feler nedeniyle yat\u0131r\u0131m\u0131n\u0131 fiziki dolar ve alt\u0131na kayd\u0131rd\u0131. Bu durum bir nevi yat\u0131r\u0131mc\u0131n\u0131n se\u00e7imler sonu\u00e7lanana kadar bekleme moduna ge\u00e7ti\u011fini de ortaya koydu.<\/p>\n

Bankac\u0131l\u0131k sekt\u00f6r\u00fc kaynaklar\u0131 se\u00e7imler \u00f6ncesinde TL mevduat faizlerindeki art\u0131\u015f\u0131n hisse piyasas\u0131na olumsuz yans\u0131d\u0131\u011f\u0131n\u0131 dile getirirken her ne kadar Borsa \u0130stanbul\u2019daki yat\u0131r\u0131mc\u0131 say\u0131s\u0131 5 milyonu a\u015fsa da bunun sadece halka arzlara kat\u0131l\u0131p \u00e7\u0131kan olduk\u00e7a d\u00fc\u015f\u00fck portf\u00f6yl\u00fc deyim yerindeyse g\u00fcn\u00fcbirlik yat\u0131r\u0131mc\u0131lar oldu\u011funu vurgulad\u0131.<\/p>\n

Merkezi Kay\u0131t Kurulu\u015fu verilerine g\u00f6re hisse senedi piyasas\u0131nda yat\u0131r\u0131mc\u0131 say\u0131s\u0131 5 milyon 21 bin 495’e ula\u015ft\u0131. Bu neredeyse bir y\u0131lda yat\u0131r\u0131mc\u0131 say\u0131s\u0131n\u0131n ikiye katland\u0131\u011f\u0131 anlam\u0131na geliyor. Ancak finansal varl\u0131k b\u00fcy\u00fckl\u00fc\u011f\u00fcnde hisse senedinin pay\u0131 d\u00fc\u015f\u00fcyor.<\/p>\n

Bunda da uzmanlar halka arzlara gelen \u00fcst \u00fcste birka\u00e7 tavan fiyat beklentisinden sonra satarak borsadan \u00e7\u0131kan yat\u0131r\u0131mc\u0131n\u0131n etkili oldu\u011funu belirten uzmanlar b\u00fcy\u00fck ve uzun vadeli yat\u0131r\u0131mc\u0131n\u0131n belirsizlik nedeniyle son d\u00f6nemde borsadan uzak durdu\u011funu dile getirdi.<\/p>\n

Baz\u0131 uzmanlar ise yast\u0131k alt\u0131 d\u00f6viz ve alt\u0131n yat\u0131r\u0131m\u0131n\u0131n yan\u0131 s\u0131ra yeniden kripto para ya do\u011fru da bir y\u00f6nelim oldu\u011funa i\u015faret etti. Ancak bankac\u0131l\u0131k sekt\u00f6r\u00fc kaynaklar\u0131 a\u011f\u0131rl\u0131kl\u0131 olarak hisse ve DTH\u2019tan \u00e7\u0131k\u0131p KKM dahil TL mevduat\u0131 tercih etmeyen yat\u0131r\u0131mc\u0131n\u0131n fiziki d\u00f6viz ve alt\u0131n\u0131 se\u00e7ti\u011fini belirtti.<\/p>\n","protected":false},"excerpt":{"rendered":"

(The Turkish Post) – T\u00fcrkiye’nin kaderinin belirlenece\u011fi se\u00e7imlere sadece 5 g\u00fcn kald\u0131. 14 May\u0131s \u00f6ncesi yat\u0131r\u0131mc\u0131lar\u0131n borsadaki belirsizli\u011fe y\u00f6nelik tepkileri de ba\u015flad\u0131. T\u00fcrkiye Sermaye Piyasalar\u0131 Birli\u011fi (TSPB) verilerine g\u00f6re yurti\u00e7i yerle\u015fiklerin nisan ay\u0131nda finansal varl\u0131k da\u011f\u0131l\u0131m\u0131nda TL mevduat hesab\u0131 y\u00fczde 36\u2019l\u0131k pay ile ilk s\u0131rada bulunuyor. D\u00f6viz tevdiat hesaplar\u0131 y\u00fczde 22,8, hisse senedi ise y\u00fczde […]<\/p>\n","protected":false},"author":2,"featured_media":9229,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"jnews-multi-image_gallery":[],"jnews_single_post":{"source_name":"Cumhuriyet","source_url":"https:\/\/www.cumhuriyet.com.tr\/ekonomi\/borsada-secim-belirsizligi-yatirimci-yastik-altina-gitti-2079150","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":[1436,671,1422,2570,2569],"class_list":["post-9223","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","category-son-haberler","tag-bist","tag-borsa","tag-slider-manset","tag-yastik-alti","tag-yatirimci"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/posts\/9223","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=9223"}],"version-history":[{"count":0,"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/posts\/9223\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/media\/9229"}],"wp:attachment":[{"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/media?parent=9223"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/categories?post=9223"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/tags?post=9223"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}