Piyasalarda toparlanma s\u00fcreci devam ediyor. ABD ile \u0130ran aras\u0131nda sa\u011flanan mutabakat, d\u00fcnya genelinde olumlu kar\u015f\u0131land\u0131 ve bu durum petrol fiyatlar\u0131n\u0131n d\u00fc\u015fmesine katk\u0131da bulundu. B\u00f6ylece k\u00fcresel enflasyon bask\u0131s\u0131 da hafifledi. Sava\u015f\u0131n kazananlar\u0131ndan biri olarak g\u00f6sterilen T\u00fcrkiye, bu geli\u015fmelerden fayda sa\u011fl\u0131yor.<\/p>\n
Bloomberg’in aktard\u0131\u011f\u0131na g\u00f6re, yabanc\u0131 yat\u0131r\u0131mc\u0131lar, \u0130ran sava\u015f\u0131n\u0131n yaratt\u0131\u011f\u0131 jeopolitik bask\u0131 ve artan petrol fiyatlar\u0131n\u0131n ard\u0131ndan yeniden T\u00fcrkiye piyasalar\u0131na y\u00f6nelmeye ba\u015flad\u0131. Carry trade pozisyonlar\u0131 yakla\u015f\u0131k 30 milyar dolara ula\u015f\u0131rken, yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n T\u00fcrk liras\u0131 cinsinden tahvil yat\u0131r\u0131mlar\u0131 da 15 milyar dolara y\u00fckseldi.<\/p>\n
Sadece ge\u00e7en hafta carry trade ba\u011flant\u0131l\u0131 giri\u015flerin en az 6 milyar dolar oldu\u011fu bildirildi. Carry trade, yat\u0131r\u0131mc\u0131lar\u0131n d\u00fc\u015f\u00fck getirili para birimlerinden bor\u00e7lanarak, y\u00fcksek getirili T\u00fcrk liras\u0131 gibi para birimlerine yat\u0131r\u0131m yapmalar\u0131n\u0131 sa\u011fl\u0131yor.<\/p>\n
T\u00fcrkiye’de iki y\u0131l\u0131 a\u015fk\u0131n s\u00fcredir %40 ve \u00fczeri seviyelerde seyreden efektif faiz oranlar\u0131, bu stratejiyi yabanc\u0131 yat\u0131r\u0131mc\u0131lar i\u00e7in cazip hale getiriyor. Ayr\u0131ca liradaki de\u011fer kayb\u0131n\u0131 \u00f6nlemeye y\u00f6nelik politikalar, yat\u0131r\u0131mc\u0131lar\u0131n kur riskini s\u0131n\u0131rlamada \u00f6nemli bir unsur olarak \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
Yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n T\u00fcrkiye’ye d\u00f6n\u00fc\u015f\u00fcnde “reel TL de\u011ferlenmesi” politikas\u0131 da etkili oldu. Bu politika, TL’deki ayl\u0131k de\u011fer kayb\u0131n\u0131 enflasyon oran\u0131n\u0131n alt\u0131nda tutmay\u0131 hedefliyor. Ge\u00e7en ay piyasalarda artan bask\u0131 nedeniyle T\u00fcrk liras\u0131n\u0131 desteklemek amac\u0131yla yo\u011fun d\u00f6viz m\u00fcdahaleleri yap\u0131lm\u0131\u015ft\u0131. Ancak son d\u00f6nemlerde jeopolitik risklerin azalmas\u0131 ve piyasalardaki tansiyonun d\u00fc\u015fmesiyle baz\u0131 bankalar, yeniden TL pozisyonlar\u0131na y\u00f6neldi.<\/p>\n
T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n, gelen d\u00f6viz giri\u015flerini rezervlerini g\u00fc\u00e7lendirmek i\u00e7in kulland\u0131\u011f\u0131 ifade ediliyor. \u0130ran krizinin en yo\u011fun d\u00f6neminde, lira istikrar\u0131n\u0131 sa\u011flamak amac\u0131yla mart ve nisan aylar\u0131nda yo\u011fun rezerv kullan\u0131m\u0131 yap\u0131lm\u0131\u015ft\u0131.<\/p>\n","protected":false},"excerpt":{"rendered":"
Yabanc\u0131 yat\u0131r\u0131mc\u0131lar, \u0130ran ile ABD aras\u0131ndaki anla\u015fman\u0131n ard\u0131ndan T\u00fcrkiye’ye geri d\u00f6nmeye ba\u015flad\u0131. Carry trade pozisyonlar\u0131 ve TL cinsi tahvil yat\u0131r\u0131mlar\u0131 art\u0131\u015f g\u00f6sterdi.<\/p>\n","protected":false},"author":1,"featured_media":2354,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"manset":[],"class_list":["post-2353","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-finans"],"_links":{"self":[{"href":"https:\/\/gastronomigundemi.com\/index.php\/wp-json\/wp\/v2\/posts\/2353","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/gastronomigundemi.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/gastronomigundemi.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/gastronomigundemi.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/gastronomigundemi.com\/index.php\/wp-json\/wp\/v2\/comments?post=2353"}],"version-history":[{"count":0,"href":"https:\/\/gastronomigundemi.com\/index.php\/wp-json\/wp\/v2\/posts\/2353\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/gastronomigundemi.com\/index.php\/wp-json\/wp\/v2\/media\/2354"}],"wp:attachment":[{"href":"https:\/\/gastronomigundemi.com\/index.php\/wp-json\/wp\/v2\/media?parent=2353"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/gastronomigundemi.com\/index.php\/wp-json\/wp\/v2\/categories?post=2353"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/gastronomigundemi.com\/index.php\/wp-json\/wp\/v2\/tags?post=2353"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/gastronomigundemi.com\/index.php\/wp-json\/wp\/v2\/manset?post=2353"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}