{"id":262,"date":"2011-05-17T22:18:45","date_gmt":"2011-05-17T19:18:45","guid":{"rendered":"http:\/\/bilgeyatirimci.net\/?p=262"},"modified":"2011-06-04T19:49:32","modified_gmt":"2011-06-04T16:49:32","slug":"strauss-kahn-skandali-ve-yunanistan%e2%80%99in-yeniden-yapilandirmasi","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/strauss-kahn-skandali-ve-yunanistan%e2%80%99in-yeniden-yapilandirmasi\/","title":{"rendered":"Strauss-Kahn skandal\u0131 ve Yunanistan\u2019\u0131n yeniden yap\u0131land\u0131rmas\u0131!"},"content":{"rendered":"<p>AB Maliye Bakanlar\u0131 toplant\u0131s\u0131ndaki soru \u201cYunanistan yeniden yap\u0131land\u0131rsak da m\u0131 saklasak, yoksa yeniden yap\u0131land\u0131rmadan m\u0131 saklasak?\u201d olacakt\u0131! IMF ba\u015fkan\u0131 Dominique Strauss-Kahn\u2019\u0131n skandal\u0131 bu tart\u0131\u015fmay\u0131 bir s\u00fcreli\u011fine erteledi. (Bu arada e\u011fer taciz iddialar\u0131 ger\u00e7ekse, bu olay finans d\u00fcnyas\u0131 ve politikan\u0131n en b\u00fcy\u00fck skandallar\u0131ndan biri olmaya aday).<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-481347111\"><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>Tart\u0131\u015fma skandal nedeniyle ertelense de art\u0131k kom\u015funun bor\u00e7lar\u0131n\u0131 yeniden yap\u0131land\u0131rmas\u0131 ka\u00e7\u0131n\u0131lmaz! Ba\u015fka \u00e7are kalmad\u0131 art\u0131k!<\/p>\n<p>Bakmay\u0131n siz Yunanistan cephesinden gelen a\u00e7\u0131klamalara&#8230; Yeni kredi anla\u015fmas\u0131 Haziran ay\u0131nda devreye girecekmi\u015f! Girse ne olur? Ka\u00e7\u0131n\u0131lmaz sonu yine bir ka\u00e7 ay daha ertelemekten gayri&#8230; Yunanistan bono getirileri y\u00fczde 16\u2019lara \u00e7\u0131kt\u0131. 4,8 y\u0131lda paran\u0131z\u0131 ikiye katl\u0131yorsunuz . Hem k\u00fcresel faizlerin en d\u00fc\u015f\u00fck oldu\u011fu bir zamanda, hem de euro cinsinden! B\u00f6yle bir faizi \u00f6deyebilecek nas\u0131l bir b\u00fcy\u00fcmeye sahip \u201ckom\u015fu\u201d? Korkar\u0131m b\u00f6ylesi bir b\u00fcy\u00fcme oran\u0131n\u0131 kimse kaymetmi\u015f ki, Yunanistan bulabilsin.<\/p>\n<p>Uzatmayal\u0131m. Art\u0131k kom\u015fu i\u00e7in bir \u201cyeniden yap\u0131land\u0131rma\u201d ka\u00e7\u0131n\u0131lmazsa, bu nas\u0131l olacak? Teknik bir konu ve de\u011fi\u015fik alternatifler var. Ancak tart\u0131\u015fmalar iki ana se\u00e7enekten biri \u00fczerinde yo\u011funla\u015facak:<\/p>\n<p>1 Bor\u00e7lar\u0131n bir k\u0131sm\u0131n\u0131 silmek! Diyelimki y\u00fczde 30 veya 50\u2019si silinecek! Yani kom\u015fudan 100 euro alacakl\u0131ysan\u0131z, kom\u015fu size 50 ya da 70 euro \u00f6deyecek. Bu \u201ctra\u015flama\u201d kom\u015funun i\u015fine gelirken, en b\u00fcy\u00fck alacakl\u0131 konumundaki Alman ve ikinci b\u00fcy\u00fck alacakl\u0131 olan Fransa ad\u0131na da yeni yaralar\u0131n a\u00e7\u0131lmas\u0131 anlam\u0131na gelecek. Bence \u00e7ok tercih edilecek bir se\u00e7enek de\u011fil!<\/p>\n<p>2 Bor\u00e7lar\u0131n \u201cnominal de\u011ferini\u201d sabit tutup, vadelerini faizsiz uzatmak . Bu uzatma s\u0131ras\u0131nda m\u00fcmk\u00fcn oldu\u011funca uzunca bir s\u00fcre i\u00e7in de \u201cs\u0131f\u0131r\u201d faiz \u00f6demek! Diyelim ki 10 y\u0131l faizsiz bir d\u00f6nemden sonra EURIBOR + 50 baz puanl\u0131k bir faiz \u00f6demesi yap\u0131lacakt\u0131r dense&#8230; Kom\u015funun nominal borcu ayn\u0131 kalsa da bug\u00fcnk\u00fc de\u011fer anlam\u0131nda reel borcu d\u00fc\u015ferken, sorunu en az\u0131ndan 10 y\u0131ldan sonraya iteliyor\/\u00f6teliyorsunuz demektir. Bence \u2018\u00fc\u00e7 vakte\u2019 kalmadan 2. se\u00e7enek hayata ge\u00e7er!<\/p>\n<p><strong>Neden mi ikinci se\u00e7enek, i\u015fte size birka\u00e7 neden:<\/strong><\/p>\n<p>1- En b\u00fcy\u00fck alacakl\u0131 durumundaki Alman ve Frans\u0131z bankalar\u0131n\u0131n bilan\u00e7olar\u0131; bunlar\u0131 yat\u0131r\u0131m portf\u00f6ylerine atacaklar\u0131ndan dolay\u0131; \u00e7ok da fazla hasar g\u00f6rmez. Gerekirse Basel III\u2019te ufak tefek bir ka\u00e7 d\u00fczenleme yap\u0131labilir ve bu bonolara piyasa de\u011ferinden de\u011ferlenmez, i\u00e7 verimden de\u011ferlenir.<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1546484307\"><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>2- \u0130lk se\u00e7enekte zararlar an\u0131nda yaz\u0131laca\u011f\u0131ndan yeniden sermayelendirme ihtiyac\u0131 ortaya \u00e7\u0131kacakt\u0131r. Ne gerek var, kimde sermaye (ya da istek) var ki bankalara koyacak!<\/p>\n<p>3- \u0130lkinin etkisi kal\u0131c\u0131 olacak, halbuki ikinci se\u00e7enekte, karar verilip, yeni bonolar \u00e7\u0131kar\u0131ld\u0131ktan sonra gelecek sat\u0131\u015flar\u0131n k\u0131sa s\u00fcrede tamamlanmas\u0131yla piyasalar\u0131n ilk se\u00e7ene\u011fe g\u00f6re \u00e7ok daha h\u0131zl\u0131 toparland\u0131\u011f\u0131na \u015fahit olabiliriz!<\/p>\n<p><strong>Unutmadan&#8230;<\/strong><\/p>\n<p>Yunanistan\u2019\u0131n bu kriz s\u0131ras\u0131nda eurodan \u00e7\u0131k\u0131p, drahmiye d\u00f6nmesinden s\u00f6z ediliyor. Bu bana yak\u0131n zamanda \u00e7ok da mant\u0131kl\u0131 gelmiyor! Zira euronun yerine drahminin konulmas\u0131 o kadar da kolay olmayabilir. Hatta bana g\u00f6re neredeyse imk\u00e2ns\u0131z! D\u00fc\u015f\u00fcnsenize bir euro \u00fcyesi birlikten \u201cat\u0131l\u0131yor\u201d. Kalanlar\u0131n bir k\u0131sm\u0131 bu tehditi hep hissedecekler, bir k\u0131sm\u0131 da kendisi ayr\u0131lmak isteyebilecek. Arkas\u0131 gelecektir. Eurodaki da\u011f\u0131lma \u00e7orap s\u00f6k\u00fc\u011f\u00fc gibi olabilir. B\u00fcy\u00fck biraderler, Almanya ve Fransa bunu g\u00f6ze alamayabilir. Eurodan da\u011f\u0131lmas\u0131ndansa yeniden yap\u0131land\u0131rma \u00e7ok daha ucuza \u00e7\u0131kacak bir \u00e7\u00f6z\u00fcm!<\/p><div class=\"bilge-content-2\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-4016354351\"><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>***<\/p>\n<p><strong>TOBB Genel Kurulu\u2019nun galibi K\u0131l\u0131\u00e7daro\u011flu\u2019ydu!<\/strong><\/p>\n<p>D\u00fcn TOBB\u2019un Ankara\u2019da yap\u0131lan se\u00e7imsiz 66. Genel Kurulu\u2019ndayd\u0131m. TOBB\u2019un genel kurulu se\u00e7imsizdi ancak genel se\u00e7im en \u00e7ok konu\u015fulan konuydu. Uzun y\u0131llard\u0131r bu toplant\u0131lar\u0131 izleyen \u00dcstad\u0131m\u0131z Osman Arolat saym\u0131\u015f. 55 dakika konu\u015fan Hisarc\u0131kl\u0131o\u011flu\u2019nun konu\u015fmas\u0131 27, 45 dakika konu\u015fan Erdo\u011fan\u2019\u0131n konu\u015fmas\u0131 20 ve 35 dakika konu\u015fan K\u0131l\u0131\u00e7daro\u011flu\u2019nun konu\u015fmas\u0131 24 kez alk\u0131\u015flarla kesilmi\u015f. K\u0131l\u0131\u00e7daro\u011flu\u2019nun elle tutulur \u00f6nerileri, i\u015fd\u00fcnyas\u0131na eskisine oranla daha yak\u0131n durmas\u0131 \u00f6zellikle bayan delegelerde ve gen\u00e7 giri\u015fimcilerde heyecan yaratm\u0131\u015fa benziyor.<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>AB Maliye Bakanlar\u0131 toplant\u0131s\u0131ndaki soru \u201cYunanistan yeniden yap\u0131land\u0131rsak da m\u0131 saklasak, yoksa yeniden yap\u0131land\u0131rmadan m\u0131 saklasak?\u201d olacakt\u0131! IMF ba\u015fkan\u0131 Dominique Strauss-Kahn\u2019\u0131n skandal\u0131 bu tart\u0131\u015fmay\u0131 bir&hellip;<\/p>\n","protected":false},"author":19,"featured_media":910,"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-262","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\/262","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\/19"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=262"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/262\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/910"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=262"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=262"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=262"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}