{"id":27158,"date":"2013-08-12T16:12:38","date_gmt":"2013-08-12T14:12:38","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=27158"},"modified":"2013-08-12T16:12:51","modified_gmt":"2013-08-12T14:12:51","slug":"ibre-gelismis-ekonomilere-dondu","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/ibre-gelismis-ekonomilere-dondu\/","title":{"rendered":"\u0130bre Geli\u015fmi\u015f Ekonomilere D\u00f6nd\u00fc"},"content":{"rendered":"
D\u00fcnya iki tarihi evrime \u015fahit oluyor. Birincisi, Fed\u2019in bu sene i\u00e7inde QE\u2019den \u00e7\u0131k\u0131\u015f\u0131 ba\u015flatmas\u0131 ile s\u0131f\u0131r faiz d\u00f6neminin sonuna geliniyor. \u0130kincisi ise Geli\u015fmekte Olan Ekonomiler (GO\u00dc) yava\u015flarken, geli\u015fmi\u015f ekonomiler ivme kazan\u0131yor. HSBC Geli\u015fmekte Olan Piyasalar (GOP) PMI endeksi 2009\u2019dan bu yana ilk kez imalat sanayinde daralmaya i\u015faret ederken, \u00c7in haricinde b\u00fcy\u00fck GO\u00dc artan stressler alt\u0131nda. K\u00fcresel ticaretin b\u00fcy\u00fcmeye ge\u00e7ememesi ve belirginle\u015fen finansman darl\u0131\u011f\u0131 GO\u00dc\u2019i zorlayacak.\u00a0 T\u00fcm tahminlerin aksine, GOP\u2019un global fonlar\u0131n portf\u00f6y\u00fcnde pay\u0131 azalabilir.<\/p>