{"id":13449,"date":"2012-03-28T09:09:23","date_gmt":"2012-03-28T07:09:23","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=13449"},"modified":"2012-03-28T09:19:54","modified_gmt":"2012-03-28T07:19:54","slug":"suriye-cok-kisa-vadede-risk-olmaktan-cikti","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/suriye-cok-kisa-vadede-risk-olmaktan-cikti\/","title":{"rendered":"Suriye \u00e7ok k\u0131sa vadede risk olmaktan \u00e7\u0131kt\u0131"},"content":{"rendered":"<p style=\"text-align: justify\" align=\"center\">\n<p style=\"text-align: justify\"><span style=\"font-size: small\"><span style=\"font-family: Calibri\">D\u00fcn takip etti\u011fimiz en \u00f6nemli geli\u015fme TCMB Para Politikas\u0131 Kurulu (PPK) toplant\u0131s\u0131yd\u0131. PPK\u2019dan \u00e7\u0131kan sonu\u00e7lara g\u00f6re politika faizinde ve gecelik bor\u00e7 alma\/verme faizlerinde herhangi bir de\u011fi\u015fiklik yap\u0131lmad\u0131. Zorunlu kar\u015f\u0131l\u0131k oranlar\u0131nda ise i\u00e7erik de\u011fi\u015fikli\u011fi yap\u0131ld\u0131. Zorunlu kar\u015f\u0131l\u0131k olarak tutulabilecek alt\u0131n oran\u0131 %10\u2019dan %20\u2019ye \u00e7\u0131kar\u0131l\u0131rken, yabanc\u0131 para cinsinden zorunlu kar\u015f\u0131l\u0131klarda alt\u0131n bulundurma oran\u0131 %10\u2019dan s\u0131f\u0131ra \u00e7ekildi. TCMB\u2019nin bu sayede alt\u0131n ve d\u00f6viz rezervini art\u0131rma e\u011filimde oldu\u011funu ve bankalara likidite y\u00f6netimlerinde daha fazla esneklik sa\u011flamay\u0131 ama\u00e7lad\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz. \u00d6zetle bankalar a\u00e7\u0131s\u0131ndan negatif fiyatlamaya neden olacak bir hamle gelmedi. Dolay\u0131s\u0131yla da \u0130MKB \u00fczerinde bu kararlar bir bask\u0131 olu\u015fturmad\u0131. \u0130\u00e7eride bu geli\u015fmeler ya\u015fan\u0131rken, yurtd\u0131\u015f\u0131 piyasalarda da zay\u0131f bir g\u00f6r\u00fcn\u00fcm olu\u015fmas\u0131 \u0130MKB\u2019nin dalgal\u0131 bir g\u00fcn sonunda g\u00fcn\u00fc hafif d\u00fc\u015f\u00fcle tamamlamas\u0131na neden oldu. <\/span><\/span><\/p>\n<p style=\"text-align: justify\"><strong><span style=\"font-size: small\"><span style=\"font-family: Calibri\">Bernanke yeni bir \u015fey s\u00f6ylemedi<\/span><\/span><\/strong><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-598884910\"><ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-7495567325667578\"\r\n     data-ad-slot=\"9580705384\"\r\n     data-ad-format=\"rectangle\"\r\n     data-full-width-responsive=\"true\"><\/ins>\r\n<script>\r\n(adsbygoogle = window.adsbygoogle || []).push({});\r\n<\/script><\/div>\n<p style=\"text-align: justify\"><span style=\"font-size: small\"><span style=\"font-family: Calibri\">D\u00fcn yurtd\u0131\u015f\u0131nda takip edilen en \u00f6nemli geli\u015fme Bernenke\u2019nin bir TV kanal\u0131nda yapt\u0131\u011f\u0131 a\u00e7\u0131klamalard\u0131. Bernanke her se\u00e7ene\u011fin masada tutulmas\u0131 gerekti\u011fini vurgularken, daha \u00f6nceki a\u00e7\u0131klamas\u0131nda oldu\u011fu gibi parasal geni\u015flemeye dair net mesaj vermemesi bir miktar kar realizasyonuna neden oldu. Asl\u0131nda s\u00fcrd\u00fcr\u00fclebilir b\u00fcy\u00fcmeye ge\u00e7i\u015fin sa\u011fland\u0131\u011f\u0131ndan emin olmad\u0131\u011f\u0131n\u0131 belirtmesi bizce kelime olarak ifade edilmese de parasal geni\u015fleme se\u00e7ene\u011finin hala masada oldu\u011fu anlam\u0131n\u0131 ta\u015f\u0131yordu. Bu nedenle biz Bernanke\u2019nin \u00f6nceki konu\u015fmas\u0131ndan farkl\u0131, piyasalarda yeni bir harekete neden olacak bir s\u00f6ylemi olmad\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz. D\u00fcn ABD\u2019de ve Avrupa\u2019da borsalarda ya\u015fanan ufak \u00e7apl\u0131 gerilemeleri teknik sebeplere yani \u00f6nceki g\u00fcnlerde ya\u015fanan sert y\u00fckseli\u015flerin ard\u0131ndan gelen kar realizasyonlar\u0131na ba\u011fl\u0131yoruz. <\/span><\/span><\/p>\n<p style=\"text-align: justify\"><strong><span style=\"font-size: small\"><span style=\"font-family: Calibri\">G\u00fcndem sakin teknik dinamikler \u00f6n planda<\/span><\/span><\/strong><\/p>\n<p style=\"text-align: justify\"><span style=\"font-size: small\"><span style=\"font-family: Calibri\">Bug\u00fcn \u00f6\u011fleden \u00f6nce takip edece\u011fimiz \u00f6nemli bir veri ya da a\u00e7\u0131klama yok. \u00d6\u011fleden sonra ise TS\u0130 15:00\u2019da a\u00e7\u0131klanacak olan Almanya\u2019n\u0131n mart ay\u0131 T\u00dcFE rakam\u0131n\u0131 ve 15:30\u2019da ABD\u2019de \u015fubat ay\u0131 dayan\u0131kl\u0131 mal sipari\u015flerini takip edece\u011fiz. Bu veriler g\u00fcn\u00fcn ikinci yar\u0131s\u0131nda bir miktar hareketlili\u011fe neden olabilir. G\u00fcn\u00fcn genelinde ise teknik dinamiklerin \u00f6n plana \u00e7\u0131kaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz. \u00a0<\/span><\/span><\/p>\n<p style=\"text-align: justify\"><strong><span style=\"font-size: small\"><span style=\"font-family: Calibri\">Suriye\u2019de \u00f6nemli bir geli\u015fme<\/span><\/span><\/strong><\/p>\n<p style=\"text-align: justify\"><span style=\"font-size: small\"><span style=\"font-family: Calibri\">T\u00fcrkiye i\u00e7in en b\u00fcy\u00fck risklerden biri olan g\u00fcney s\u0131n\u0131r\u0131m\u0131zdaki Suriye sorununda d\u00fcn \u00f6nemli bir geli\u015fme ya\u015fand\u0131. Esad, Birle\u015fmi\u015f Milletler Bar\u0131\u015f Plan\u0131\u2019n\u0131 kabul etti\u011fini a\u00e7\u0131klad\u0131. Bu a\u00e7\u0131klama Suriye\u2019de sular\u0131n bir s\u00fcre durulmas\u0131na neden olabilir. Daha do\u011frusu Suriye\u2019ye olas\u0131 bir askeri m\u00fcdahaleyi bir s\u00fcre \u00f6teleyebilir. Bu nedenle \u00e7ok k\u0131sa vadede Suriye kaynakl\u0131 endi\u015felerin hafifleyece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. Fakat uzun vadede Suriye riskinin devam etti\u011fini ve kal\u0131c\u0131 bir i\u00e7 bar\u0131\u015f beklentisinin a\u015f\u0131r\u0131 iyimser bir beklenti oldu\u011funu, \u00e7ok k\u0131sa vadede negatif bir etki beklemesek de uzun vadeli riskin aynen devam etti\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. Hat\u0131rlanacak olursa T\u00fcrkiye \u00e7ok k\u0131sa bir s\u00fcre \u00f6nce b\u00fcy\u00fckel\u00e7ili\u011fini kapatm\u0131\u015f vatanda\u015flar\u0131n\u0131 geri \u00e7a\u011f\u0131rm\u0131\u015ft\u0131. Bu nedenle bu karar T\u00fcrkiye a\u00e7\u0131s\u0131ndan olduk\u00e7a \u00f6nemli. <\/span><\/span><\/p>\n<p style=\"text-align: justify\"><strong><span style=\"font-size: small\"><span style=\"font-family: Calibri\">\u0130MKB 100 teknik yorum:<\/span><\/span><\/strong><\/p>\n<p style=\"text-align: center\"><strong><span style=\"font-size: small\"><span style=\"font-family: Calibri\"><a href=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2012\/03\/280312_60dk2.png\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter  wp-image-13460\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2012\/03\/280312_60dk2.png\" alt=\"\" width=\"525\" height=\"263\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2012\/03\/280312_60dk2.png 656w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2012\/03\/280312_60dk2-300x150.png 300w\" sizes=\"auto, (max-width: 525px) 100vw, 525px\" \/><\/a><\/span><\/span><\/strong><\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-33335851\"><ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-7495567325667578\"\r\n     data-ad-slot=\"3167340272\"\r\n     data-ad-format=\"rectangle\"\r\n     data-full-width-responsive=\"true\"><\/ins>\r\n<script>\r\n(adsbygoogle = window.adsbygoogle || []).push({});\r\n<\/script><\/div>\n<p style=\"text-align: justify\"><span style=\"font-size: small\"><span style=\"font-family: Calibri\">\u0130MKB 100 endeksinde bir s\u00fcredir \u00fczerinde durdu\u011fumuz 62,900\/63,000 g\u00fc\u00e7l\u00fc diren\u00e7 olu\u015fturmaya devam ediyor. Yukar\u0131 y\u00f6nl\u00fc sa\u011fl\u0131kl\u0131 bir hareketin sa\u011flanabilmesi i\u00e7in \u00f6ncelikle bu direncin \u00fczerinde kapan\u0131\u015f ihtimali do\u011fmas\u0131 gerekti\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. D\u00fcn de endeks g\u00fcn\u00fcn ilk yar\u0131s\u0131nda bu seviyeyi test etse de bu seviyenin \u00fczerine atacak g\u00fcc\u00fc bulamad\u0131. Bug\u00fcn de yukar\u0131 y\u00f6nl\u00fc hareketlerde takip edece\u011fimiz ilk diren\u00e7 buras\u0131. Bu seviyenin hemen \u00fczerinde ise 63,500\/600 b\u00f6lgesinde bir ara diren\u00e7 b\u00f6lgesi mevcut. 63,000 \u00fczerinde ilk hedef ise 64,300. A\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketlerde ise ilk destek 62,200\u2019de. Bu seviyenin alt\u0131nda ana destek noktas\u0131 olarak g\u00f6rd\u00fc\u011f\u00fcm\u00fcz 61,700 test edilmek istenebilir. Endeks bu seviyenin \u00fczerinde kald\u0131\u011f\u0131 s\u00fcrece ciddi bir kar realizasyonundan bahsetmek i\u00e7in erken olacakt\u0131r.<\/span><\/span><\/p>\n<p style=\"text-align: justify\"><strong><span style=\"font-size: small\"><span style=\"font-family: Calibri\">\u00dczeyir DO\u011eAN \/ Ara\u015ft\u0131rma M\u00fcd\u00fcr\u00fc<br \/>\n<\/span><\/span><\/strong><strong><span style=\"font-size: small\"><span style=\"font-family: Calibri\">MARBA\u015e Menkul De\u011ferler<br \/>\n<\/span><\/span><\/strong><strong><a href=\"mailto:uzeyir.dogan@marbasmenkul.com.tr\"><span style=\"font-family: Calibri;font-size: small\">uzeyir.dogan@marbasmenkul.com.tr<\/span><\/a><br \/>\n<\/strong><strong><span style=\"font-size: small\"><span style=\"font-family: Calibri\">Telefon: (0212) 286 30 00<\/span><\/span><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>D\u00fcn takip etti\u011fimiz en \u00f6nemli geli\u015fme TCMB Para Politikas\u0131 Kurulu (PPK) toplant\u0131s\u0131yd\u0131. PPK\u2019dan \u00e7\u0131kan sonu\u00e7lara g\u00f6re politika faizinde ve gecelik bor\u00e7 alma\/verme faizlerinde herhangi bir&hellip;<\/p>\n","protected":false},"author":1,"featured_media":4711,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-13449","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tumyazilar"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/13449","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=13449"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/13449\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/4711"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=13449"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=13449"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=13449"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}