{"id":31598,"date":"2014-03-10T08:31:07","date_gmt":"2014-03-10T06:31:07","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=31598"},"modified":"2014-03-10T08:40:32","modified_gmt":"2014-03-10T06:40:32","slug":"seans-oncesi-yorum-cin-ve-ukrayna-yine-stres-unsuru","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-oncesi-yorum-cin-ve-ukrayna-yine-stres-unsuru\/","title":{"rendered":"Seans \u00d6ncesi Yorum \/ \u00c7in ve Ukrayna Yine Stres Unsuru"},"content":{"rendered":"<p><em><strong>Ge\u00e7en hafta i\u00e7inde borsada net bir y\u00f6n olu\u015fmad\u0131. Ukrayna stresi ile haftaya sert bir d\u00fc\u015f\u00fc\u015fle ba\u015flayan BIST-100 endeksi hafta i\u00e7inde bu stresin ortadan&#8230;<\/strong><\/em><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1912667534\"><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><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-31599\" alt=\"endeks-10-mart-2014\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/03\/endeks-10-mart-2014.png\" width=\"572\" height=\"368\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/03\/endeks-10-mart-2014.png 572w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/03\/endeks-10-mart-2014-300x193.png 300w\" sizes=\"auto, (max-width: 572px) 100vw, 572px\" \/><\/p>\n<p>Ge\u00e7en hafta i\u00e7inde borsada net bir y\u00f6n olu\u015fmad\u0131. Ukrayna stresi ile haftaya sert bir d\u00fc\u015f\u00fc\u015fle ba\u015flayan BIST-100 endeksi hafta i\u00e7inde bu stresin ortadan kalkmas\u0131yla bir ara 64 bin seviyelerinin \u00fczerine kadar y\u00fckselse de, 63 bin \u00fczerinde bir haftal\u0131k kapan\u0131\u015f yapt\u0131 ve haftal\u0131k getiri y\u00fczde 0.87 oldu. Ge\u00e7en haftaki yorumlar\u0131mda da belirtti\u011fim \u00fczere, yukar\u0131 y\u00f6nl\u00fc hareket s\u0131ras\u0131nda, i\u015flem hacminde ani \u00e7ok b\u00fcy\u00fck art\u0131\u015flar olmuyordu ve daha sakin bir seyir izliyorduk. Bu da y\u00fckseli\u015fin daha sa\u011fl\u0131kl\u0131 oldu\u011funa dair bir sinyaldi. Fakat Cuma g\u00fcn\u00fc, i\u015flem hacmi artarken, d\u00fc\u015f\u00fc\u015f geldi\u011fini ve bu d\u00fc\u015f\u00fc\u015f\u00fcn de sert oldu\u011funu g\u00f6rd\u00fck. Endeks 64.150 seviyelerini bir iki defa test etse de 64 bin \u00fczerindeki hareket kal\u0131c\u0131 olmad\u0131. B\u00fcy\u00fck olas\u0131l\u0131kla hafta sonu riskini almak istemeyenlerin sat\u0131\u015f bask\u0131s\u0131 nedeniyle olu\u015fan bir gerilemeydi.<\/p>\n<p>Bu haftaya ba\u015flarken, yurt d\u0131\u015f\u0131ndaki havan\u0131n hi\u00e7 de ho\u015f olmad\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz. \u00c7in\u2019de a\u00e7\u0131klanan \u015eubat ay\u0131 ihracat ve ithalat verileri Asya cephesinde moralleri bozmu\u015f durumda. \u00c7in\u2019in ihracat\u0131 ayl\u0131k bazda y\u00fczde 18.1 d\u00fc\u015ft\u00fc. Ayr\u0131ca Rusya Ukrayna gerginli\u011fi yeniden sahnede. 16 Mart\u2019ta K\u0131r\u0131m\u2019da referandum var ve K\u0131r\u0131m Rusya\u2019ya ba\u011flanabilir. Gergin hava nedeniyle, Asya borsalar\u0131nda y\u00fczde 1\u2019in \u00fczerinde d\u00fc\u015f\u00fc\u015fler var. \u00c7in borsas\u0131 y\u00fczde 2.31 a\u015fa\u011f\u0131da bulunurken, Japonya y\u00fczde 1.02, Hong Kong y\u00fczde 1.94, G.Kore y\u00fczde 1.03 ve Hindistan da y\u00fczde 0.20 a\u015fa\u011f\u0131da bulunuyor.<\/p>\n<p>ABD borsalar\u0131 Cuma g\u00fcn\u00fcn\u00fc hafif y\u00fckseli\u015fle kapatm\u0131\u015flard\u0131. Fakat bu sabah ABD vadeli endeksleri Cuma g\u00fcn\u00fcne g\u00f6re y\u00fczde 0.30-0.35 aral\u0131\u011f\u0131nda ekside bulunuyorlar.<\/p>\n<p>Bu \u015fartlar alt\u0131nda bizim borsan\u0131n da cuma g\u00fcn\u00fcne g\u00f6re d\u00fc\u015f\u00fc\u015fle a\u00e7\u0131lmas\u0131n\u0131 bekleyebiliriz. Daha \u00f6nceki yorumlar\u0131mda vurgulad\u0131\u011f\u0131m \u00fczere, 62.650 seviyesinde endeksin bir deste\u011fi var. Fakat ge\u00e7en haftaki hareketler ve borsan\u0131n yukar\u0131 y\u00f6nl\u00fc hareketlerinin c\u0131l\u0131z kalmas\u0131 bu deste\u011fi bu hafta i\u00e7in zay\u0131flat\u0131yor. Bu haftadan itibaren se\u00e7im riski fiyatlara daha net yans\u0131maya ba\u015flayabilir. Se\u00e7imden hangi sonu\u00e7 \u00e7\u0131karsa piyasalar a\u00e7\u0131s\u0131ndan nas\u0131l bir sonu\u00e7 do\u011furur sorusu ise \u00f6nemli bir bilinmezlik olarak kar\u015f\u0131m\u0131za \u00e7\u0131k\u0131yor. \u015eu s\u0131ralar anketlere ili\u015fkin olarak \u00e7ok fazla \u00f6ng\u00f6r\u00fc yapmak m\u00fcmk\u00fcn de\u011fil. Ku\u015fku yok ki; AK Parti\u2019nin alaca\u011f\u0131 oy oran\u0131 gelece\u011fe ili\u015fkin yeni sorular\u0131 da g\u00fcndeme getirecektir. Se\u00e7im sonras\u0131ndaki en b\u00fcy\u00fck belirsizlik, Cumhurba\u015fkanl\u0131\u011f\u0131 se\u00e7imleri ve genel se\u00e7imler olacakt\u0131r. AK Parti\u2019nin ge\u00e7mi\u015f yerel se\u00e7imdeki oy oran\u0131 y\u00fczde 38.2 civar\u0131ndayd\u0131. Bu oyun alt\u0131ndaki bir oy, parti i\u00e7erisindeki dengeleri de etkileyebilir. Dolay\u0131s\u0131yla piyasalar\u0131n \u00f6n\u00fcnde \u00e7ok fazla belirsizlik var ve piyasa bu belirsizli\u011fi sevmez. Bu nedenle se\u00e7ime kadar olan s\u00fcrede piyasalarda sa\u011fl\u0131kl\u0131 g\u00fc\u00e7l\u00fc y\u00fckseli\u015f trend olu\u015fmas\u0131 \u00e7ok zor. Yat\u0131r\u0131mc\u0131 yeni riskler al\u0131rken se\u00e7ici olmal\u0131.<\/p>\n<p>Cuma g\u00fcn\u00fc tahvil ve bono piyasas\u0131nda g\u00f6sterge faizin yukar\u0131 hareket yapt\u0131\u011f\u0131n\u0131 ve 11.03 seviyelerinden 11.17 seviyesine kadar artt\u0131\u011f\u0131n\u0131 g\u00f6rd\u00fck. D\u0131\u015f piyasalardaki gerginlik ve ABD\u2019nin tahvil al\u0131m\u0131n\u0131 azaltma program\u0131nda bir de\u011fi\u015fiklik beklenmemesi, bizde de faizleri yukar\u0131 itiyor. Bug\u00fcn g\u00f6sterge faizin y\u00fczde 11.00 ile 11.25 aras\u0131nda olmas\u0131n\u0131 bekleyebiliriz.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ge\u00e7en hafta i\u00e7inde borsada net bir y\u00f6n olu\u015fmad\u0131. Ukrayna stresi ile haftaya sert bir d\u00fc\u015f\u00fc\u015fle ba\u015flayan BIST-100 endeksi hafta i\u00e7inde bu stresin ortadan&#8230; Ge\u00e7en hafta&hellip;<\/p>\n","protected":false},"author":102,"featured_media":0,"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":[769,954,715],"class_list":["post-31598","post","type-post","status-publish","format-standard","hentry","category-tumyazilar","tag-borsa-yorumlari-gunluk","tag-canli-webinar","tag-yasar-erdinc-yazilari"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/31598","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=31598"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/31598\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=31598"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=31598"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=31598"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}