{"id":18901,"date":"2012-08-24T08:13:13","date_gmt":"2012-08-24T06:13:13","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=18901"},"modified":"2012-08-24T08:13:13","modified_gmt":"2012-08-24T06:13:13","slug":"borsanin-yonu-nasil-etkileyecek","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/borsanin-yonu-nasil-etkileyecek\/","title":{"rendered":"Borsan\u0131n Y\u00f6n\u00fc Nas\u0131l Etkileyecek?"},"content":{"rendered":"<p>B\u00fcy\u00fcmeye ili\u015fkin kayg\u0131larla geride kalan sanayi endeksi geride kal\u0131rken, son PPK toplant\u0131s\u0131ndan \u00e7\u0131kan faiz koridoru sinyali bankac\u0131l\u0131k endeksinin g\u00fc\u00e7l\u00fc durmas\u0131na yol a\u00e7t\u0131.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3989148069\"><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>Merkez Bankas\u0131&#8217;n\u0131n son ger\u00e7ekle\u015ftirdi\u011fi PPK&#8217;da faiz koridorunda indirim sinyali vermesi y\u0131l ba\u015f\u0131ndan bu yana sanayi endeksine g\u00f6re \u00fcst\u00fcn performans sergileyen bankac\u0131l\u0131k endeksinin, petrol fiyatlar\u0131ndaki art\u0131\u015f\u0131n getirdi\u011fi k\u00f6t\u00fcmserli\u011fe ra\u011fmen g\u00fc\u00e7l\u00fc durmas\u0131na yol a\u00e7t\u0131. Merkez Bankas\u0131&#8217;n\u0131n munzam kar\u015f\u0131l\u0131klarda ald\u0131\u011f\u0131 katsay\u0131 uygulamas\u0131n\u0131n karl\u0131l\u0131k \u00fczerine pozitif yans\u0131yaca\u011f\u0131 beklentisi de banka hisselerine ilginin artmas\u0131na neden oldu.<\/p>\n<p>Son olarak d\u00fcn Uluslar aras\u0131 Kredi Derecelendirme Kurulu\u015fu Fitch&#8217;in T\u00fcrkiye&#8217;nin kredi notunun yat\u0131r\u0131m yap\u0131labilir seviyeye \u00e7\u0131karabilece\u011fine y\u00f6nelik raporu, banka hisselerinde y\u00fckseli\u015fin devam edece\u011fi \u015feklinde yorumlara neden oldu.<\/p>\n<p>B\u00fcy\u00fcmeye ili\u015fkin kayg\u0131lar nedeniyle sanayi endeksi geride kal\u0131rken, bu s\u00fcre\u00e7te bankac\u0131l\u0131k endeksindeki y\u00fckseli\u015f h\u0131z kazand\u0131. Son \u00fc\u00e7 ayl\u0131k s\u00fcre\u00e7te sanayi endeksi y\u00fczde 8&#8217;e yak\u0131n de\u011fer kazan\u0131rken, bankac\u0131l\u0131k endeksi y\u00fczde 27 civar\u0131nda y\u00fckseldi.<\/p>\n<p>Uzmanlar, bankac\u0131l\u0131k endeksindeki y\u00fckseli\u015fin devam edece\u011fini kaydediyorlar.<\/p>\n<p><strong>&#8216;BANKACILIK KISMI DAHA A\u011eIR BASIYOR&#8217;<\/strong><\/p>\n<p>Global Menkul De\u011ferler Stratejisti G\u00f6khan Uskuay, Merkez Bankas\u0131&#8217;n\u0131n faiz koridorunu d\u00fc\u015f\u00fcrmesiyle beraber mevduat faiz oranlar\u0131nda gerileme g\u00f6r\u00fclece\u011fini kaydederek hen\u00fcz karl\u0131l\u0131\u011fa yans\u0131mama\u0131\u015f beklentilerin \u0130MKB&#8217;ye al\u0131m getirdi\u011fini belirtti.<\/p>\n<p>B\u00fcy\u00fcmenin belirsiz olmas\u0131n\u0131n sanayi sekt\u00f6r\u00fc \u015firketlerine ilgiyi azaltt\u0131\u011f\u0131na de\u011finen Uskuay, hikayenin bankac\u0131l\u0131k k\u0131sm\u0131n\u0131n daha a\u011f\u0131r bast\u0131\u011f\u0131n\u0131 ifade etti.<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-958757786\"><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>Son PPK toplant\u0131s\u0131na kadar sanayi \u015firketlerinin daha defansif oldu\u011funu bildiren Uskuay, faiz koridorunun daralt\u0131lmas\u0131n\u0131n PPK metnine girmesi sonras\u0131nda g\u00f6r\u00fcn\u00fcm\u00fcn tamamen de\u011fi\u015fti\u011fini vurgulad\u0131. Uskuay, petrol fiyatlar\u0131ndaki art\u0131\u015fa kar\u015f\u0131l\u0131k piyasalar\u0131n Eyl\u00fcl ay\u0131ndaki toplant\u0131ya kanalize olarak y\u00fckseli\u015fini s\u00fcrd\u00fcrd\u00fc\u011f\u00fcn\u00fc s\u00f6yledi. Uskuay, Merkez Bankas\u0131&#8217;n\u0131n politikas\u0131n\u0131 devam ettirdi\u011fi m\u00fcddet\u00e7e banka hisselerinin daha cazip olmaya devam edece\u011fini dile getirdi.<\/p>\n<p><strong>NOT ARTTIRIMINDAN \u0130MKB POZ\u0130T\u0130F ETK\u0130LEN\u0130R<\/strong><\/p>\n<p>Yat\u0131r\u0131m Finansman Bankac\u0131l\u0131k Analisti Sadrettin Ba\u011fc\u0131, Moodys&#8217;in not artt\u0131r\u0131m karar\u0131n\u0131n ard\u0131ndan bankac\u0131l\u0131k hisselerinde daha pozitif bir hareketin g\u00f6ze \u00e7arpt\u0131\u011f\u0131n\u0131 hat\u0131rlatarak yat\u0131r\u0131m yap\u0131labilir sevinin de\u011ferlemeler \u00fczerinde etkisi olaca\u011f\u0131n\u0131 belirtti. Kendi i\u00e7 t\u00fcz\u00fckleri gere\u011fi hen\u00fcz T\u00fcrkiye&#8217;ye yat\u0131r\u0131m yapamayan fonlar\u0131n da yat\u0131r\u0131m yapma meyillerinin ba\u015flayaca\u011f\u0131n\u0131 dile getiren Ba\u011fc\u0131 bu nedenle bankac\u0131l\u0131k hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde \u0130MKB&#8217;nin pozitif etkilece\u011fini dile getirdi.<\/p>\n<p>Banka hisselerinde hala al\u0131m f\u0131rsat\u0131 oldu\u011funa de\u011finen Ba\u011fc\u0131, ABD&#8217;de olas\u0131 QE3&#8217;\u00fcn gelmesi ve Avrupa taraf\u0131n\u0131n toparlanmas\u0131n\u0131n T\u00fcrkiye i\u00e7in pozitif bir hamle olaca\u011f\u0131n\u0131 dile getiren Ba\u011fc\u0131, T\u00fcrkiye&#8217;deki faiz oranlar\u0131n\u0131n 7,5 seviyelerinde kalmas\u0131na belki daha da a\u015fa\u011f\u0131 sarkmas\u0131na\u00a0sebebiyet verebilece\u011fini ifade etti. (THEL\u0130RA)<\/p><div class=\"bilge-content-2\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1017737523\"><ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-7495567325667578\"\r\n     data-ad-slot=\"1818807385\"\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>GAZETEVATAN<\/p>\n","protected":false},"excerpt":{"rendered":"<p>B\u00fcy\u00fcmeye ili\u015fkin kayg\u0131larla geride kalan sanayi endeksi geride kal\u0131rken, son PPK toplant\u0131s\u0131ndan \u00e7\u0131kan faiz koridoru sinyali bankac\u0131l\u0131k endeksinin g\u00fc\u00e7l\u00fc durmas\u0131na yol a\u00e7t\u0131. Merkez Bankas\u0131&#8217;n\u0131n son&hellip;<\/p>\n","protected":false},"author":2,"featured_media":14416,"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-18901","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\/18901","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\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=18901"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/18901\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/14416"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=18901"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=18901"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=18901"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}