{"id":24125,"date":"2013-04-19T07:01:46","date_gmt":"2013-04-19T05:01:46","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=24125"},"modified":"2013-04-19T07:02:00","modified_gmt":"2013-04-19T05:02:00","slug":"seans-oncesi-cin-karari-onemli-0845","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-oncesi-cin-karari-onemli-0845\/","title":{"rendered":"Seans \u00d6ncesi&#8230; \u00c7in Karar\u0131 \u00d6nemli&#8230; 08:45"},"content":{"rendered":"<p>D\u00fcn \u00c7in y\u00f6netimi gelecek hafta para birimi yuan\u2019\u0131n g\u00fcnl\u00fck oynakl\u0131k band\u0131 geni\u015fletilecek. \u00c7in yava\u015f yava\u015f sermaye hesab\u0131n\u0131 serbestle\u015ftiriyor. Bu sabah itibariyle Shangay borsas\u0131 y\u00fczde 1.37 yukar\u0131da bulunuyor. Sermaye hesab\u0131n\u0131n serbestle\u015ftirilmesi ger\u00e7ekten de \u00e7ok \u00f6nemli bir geli\u015fme. \u00c7in paras\u0131 yuan \u00f6n\u00fcm\u00fczdeki d\u00f6nemde de\u011ferlenecektir. Zaten bu karar sonras\u0131nda Yuan de\u011fer kazand\u0131. Bu karar\u0131n iki \u00f6nemli etkisi var. Sermaye hareketlerinin serbestle\u015ftirilmesi, \u00c7in&#8217;in finansal piyasalar\u0131na yarayacak ve k\u00fcresel ekonomilerin dengeye gelmesi i\u00e7in katk\u0131da bulunacakt\u0131r. Fakat reel tarata olumsuz etkileri de hissedilecektir. \u00c7in Yuan\u0131 de\u011fer kazand\u0131k\u00e7a \u00c7in&#8217;in d\u00f6viz rezervlerinde de yava\u015f yava\u015f erime ba\u015flar, \u00c7in mallar\u0131 pahalan\u0131r, bundan \u00c7in ile rekabet etmeye \u00e7al\u0131\u015fan \u00fclkeler yani biz fayda g\u00f6r\u00fcr\u00fcz. \u00a0Ayn\u0131 zamanda bu karar, ileride k\u00fcresel enflasyonu da yukar\u0131 iter. Bir s\u00fcre sonra, T\u00fcrkiye&#8217;de \u00c7in mallar\u0131n\u0131n pahalanmaya ba\u015flamas\u0131yla, enflasyonumuza katk\u0131 yapar. Fakat ilk etki daha k\u0131sa s\u00fcrede ortaya \u00e7\u0131kacakt\u0131r. Yani \u00c7\u0130N&#8217;in finansal piyasalar\u0131n\u0131n olumlu etkilenmesiyle \u00c7in hisseleri de\u011fer kazanacakt\u0131r. Zaten F\/K ve PD\/DD oranlar\u0131 k\u00fcresel piyasalara g\u00f6re d\u00fc\u015f\u00fck kalan \u00c7in hisselerine talep olacakt\u0131r. \u00c7in Borsas\u0131n\u0131n MSCI GOP endeksindeki a\u011f\u0131rl\u0131\u011f\u0131 da \u00e7ok fazla oldu\u011fundan, bug\u00fcn geli\u015fmekte olan piyasalar (GOP) \u00fczerindeki etkisi de olumlu olur.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3071292691\"><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>D\u00fcn ABD borsalar\u0131nda yine d\u00fc\u015f\u00fc\u015f vard\u0131 ama bu d\u00fc\u015f\u00fc\u015f \u00f6nceki kadar sert de\u011fildi. Bug\u00fcn Asya borsalar\u0131 \u00c7in karar\u0131n\u0131n etkisiyle art\u0131da seyrederken, Dow ve S&amp;P vadelileri de d\u00fcne g\u00f6re y\u00fczde 0.40 yukar\u0131da bulunuyor. Bizim borsam\u0131z d\u00fcn y\u00fczde 1.61 d\u00fc\u015f\u00fc\u015f yapt\u0131. \u00d6zellikle teknik destekler k\u0131r\u0131l\u0131nca sat\u0131\u015flar h\u0131zland\u0131 ve bir ara, 82.600 seviyeleri g\u00f6r\u00fcld\u00fc. G\u00fcn sonunda BIST100 endeksi 83 binin hemen \u00fczerinde kapand\u0131. \u00c7in karar\u0131 sonras\u0131nda k\u00fcresel borsalardaki olumlu hava bug\u00fcn bize de yans\u0131yacakt\u0131r. Endeks 83.400-83.500 civar\u0131nda a\u00e7\u0131l\u0131\u015f yaparak 84 bini yukar\u0131 zorlayabilir. Fakat, 84.250 civar\u0131nda bulunan direncin yukar\u0131 ge\u00e7ilmesini zor g\u00f6r\u00fcyorum. A\u00e7\u0131l\u0131\u015fta d\u00fcne g\u00f6re, ka\u011f\u0131tlarda 1-2 kademe yukar\u0131 a\u00e7\u0131l\u0131\u015f sonras\u0131nda, genel olarak hafif yukar\u0131 e\u011fim g\u00f6rebiliriz. Yine de, borsada al\u0131m \u00f6nermek i\u00e7in \u015fartlar\u0131 olu\u015ftu\u011funu s\u00f6ylemek zor. Bug\u00fcn yukar\u0131 hareket olsa da, ABD borsalar\u0131n\u0131n y\u00f6n\u00fc daha sonra bizim piyasalar \u00fczerinde de etkili olacakt\u0131r. \u00a0En g\u00fc\u00e7l\u00fc diren\u00e7 85.700&#8217;de bulunuyor. Bu direncin bug\u00fcn k\u0131r\u0131lmas\u0131 zor. Borsa yat\u0131r\u0131mc\u0131s\u0131 bir s\u00fcre daha izlemede kalmal\u0131 ama bug\u00fcn endeks y\u00fczde 1 civar\u0131nda yukar\u0131 y\u00f6nl\u00fc bir kapan\u0131\u015f yapabilir. Borsadaki y\u00fckseli\u015fi devam ettirecek fakt\u00f6r \u00a0d\u0131\u015f borsalar\u0131n kal\u0131c\u0131 olarak olumluya d\u00f6nmesi olur ama hem Avrupa hem de ABD cephesinde net bir yukar\u0131 d\u00f6n\u00fc\u015f olas\u0131l\u0131\u011f\u0131 hala d\u00fc\u015f\u00fck. \u00a0Bug\u00fcn Alt\u0131n 1399 dolardan i\u015flem g\u00f6r\u00fcyor. 1420&#8217;de g\u00fc\u00e7l\u00fc diren\u00e7 var. Buray\u0131 ge\u00e7mesi zor. Alt\u0131nda \u00a0al\u0131m i\u00e7in 1.350-1.370 aral\u0131\u011f\u0131 beklenmeli. \u00a0Herkese bol kazan\u00e7l\u0131 bir g\u00fcn olmas\u0131 dile\u011fiyle&#8230;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>D\u00fcn \u00c7in y\u00f6netimi gelecek hafta para birimi yuan\u2019\u0131n g\u00fcnl\u00fck oynakl\u0131k band\u0131 geni\u015fletilecek. \u00c7in yava\u015f yava\u015f sermaye hesab\u0131n\u0131 serbestle\u015ftiriyor. Bu sabah itibariyle Shangay borsas\u0131 y\u00fczde 1.37&hellip;<\/p>\n","protected":false},"author":102,"featured_media":9297,"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-24125","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\/24125","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\/102"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=24125"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/24125\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/9297"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=24125"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=24125"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=24125"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}