{"id":39633,"date":"2015-05-16T15:30:29","date_gmt":"2015-05-16T12:30:29","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=39633"},"modified":"2015-05-18T09:31:27","modified_gmt":"2015-05-18T06:31:27","slug":"atilla-yesilada-sandiktan-ne-cikacak-ve-piyasalari-nasil-oyacak","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/atilla-yesilada-sandiktan-ne-cikacak-ve-piyasalari-nasil-oyacak\/","title":{"rendered":"Atilla Ye\u015filada &#8211; Sand\u0131ktan ne \u00e7\u0131kacak ve piyasalar\u0131 nas\u0131l oyacak?"},"content":{"rendered":"<p><strong><em>F\u00d6\u015e hayranlar\u0131 i\u00e7in bir \u201ctrivia\u201d notu vereyim, bu Eyl\u00fcl\u2019de meslekte 25ci y\u0131l\u0131m\u0131 idrak edece\u011fim. <\/em><\/strong><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-293042132\"><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>\u0130lk g\u00fcnden bu yana geni\u015fleyen bir yerli kurumsal portf\u00f6y\u00fcm olsa da, daha \u00e7ok yabanc\u0131 kurumsal yat\u0131r\u0131mc\u0131lara hizmet veririm. Size yemin ediyorum, 25 y\u0131ld\u0131r May\u0131s\u2019da ya\u015fad\u0131\u011f\u0131m kadar yabanc\u0131 trafi\u011fine \u015fahit olmad\u0131m. Bu y\u00fczden siteyi ihmal ettim, \u00f6z\u00fcr dilerim. Se\u00e7im arifesine kadar herg\u00fcn ya bire-bir ya da gruplar halinde yabanc\u0131lara T\u00fcrkiye\u2019de olan biteni anlataca\u011f\u0131z.<\/p>\n<p>Bu k\u00f6\u015feyi okuyanlar bilir, ben RTE ve AKP\u2019ye antipatimi gizlemem, ama m\u00fc\u015fterilerle toplant\u0131lar\u0131mda elden geldi\u011fince siyasi \u00f6nceliklerimden ar\u0131nd\u0131r\u0131lm\u0131\u015f bir analiz sunar\u0131m. Mesela, AKP\u2019nin bu se\u00e7imi rahatl\u0131kla kazanaca\u011f\u0131n\u0131 hi\u00e7 bir zaman yads\u0131mad\u0131m ve ben bu k\u00f6\u015fede tersini \u00f6ng\u00f6rsem de, May\u0131s rallisinde siyasi analizimin katk\u0131s\u0131 oldu\u011fu d\u00fc\u015f\u00fcncesindeyim. Yabanc\u0131lar, AKP\u2019nin h\u00fck\u00fcmet kuraca\u011f\u0131 fakat RTE\u2019nin g\u00fc\u00e7l\u00fc ba\u015fkanl\u0131k maddesini i\u00e7eren bir anayasay\u0131 referanduma g\u00f6t\u00fcremeyece\u011fi bir se\u00e7im sonucunu fiyatl\u0131yor ve bunun T\u00fcrkiye i\u00e7in k\u0131sa vadede en iyi \u00e7\u00f6z\u00fcm oldu\u011funu sat\u0131n al\u0131yor. Bence de bu en olas\u0131l\u0131kl\u0131 senaryo, AMA ihtimali sadece %50. Di\u011fer %50\u2019de ise b\u00fcy\u00fck hayal k\u0131r\u0131kl\u0131klar\u0131 var. Zaten, piyasan\u0131n istedi\u011fi olsa da, yeni Kabine ve hemen ard\u0131ndan ba\u015flayacak TCMB \u00fcst\u00fcnde bask\u0131lar piyasalar\u0131 oyacak. Son olarak ise, ABD ekonomisinden gelen zay\u0131f veriler sizi kand\u0131rmas\u0131n, bu yaz Dolar Endeksi\u2019nin 100\u2019\u00fc a\u015ft\u0131\u011f\u0131n\u0131 ve T\u00fcrkiye gibi Geli\u015fmekte Olan Piyasalar (ya da \u00dclkeler, GOP ya da GO\u00dc) \u00fczerinde yo\u011fun sat\u0131\u015f bask\u0131s\u0131 olu\u015fturdu\u011funu g\u00f6rece\u011fiz. Heyhat, fonlar\u0131n satran\u00e7 oynad\u0131\u011f\u0131 de\u011fil, sadece bir hamle sonras\u0131n\u0131 fiyatlad\u0131\u011f\u0131 bir D\u00fcnya\u2019da ya\u015f\u0131yoruz.<\/p>\n<p>Yaz\u0131n\u0131n devam\u0131 i\u00e7in <a href=\"http:\/\/www.paraanaliz.com\/sandiktan-ne-cikacak-ve-piyasalari-nasil-oyacak-makale,740.html\" target=\"_blank\" data-wpel-link=\"external\" rel=\"nofollow external noopener\">TIKLAYINIZ<\/a>. (Paraanaliz.Com)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>F\u00d6\u015e hayranlar\u0131 i\u00e7in bir \u201ctrivia\u201d notu vereyim, bu Eyl\u00fcl\u2019de meslekte 25ci y\u0131l\u0131m\u0131 idrak edece\u011fim. \u0130lk g\u00fcnden bu yana geni\u015fleyen bir yerli kurumsal portf\u00f6y\u00fcm olsa da,&hellip;<\/p>\n","protected":false},"author":11,"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":[854,851,808,801],"class_list":["post-39633","post","type-post","status-publish","format-standard","hentry","category-tumyazilar","tag-atilla-yesilada-kose-yazilari","tag-atilla-yesilada-yazilari","tag-ekonomi-makaleleri","tag-ekonomi-yazarlari-listesi"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/39633","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\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=39633"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/39633\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=39633"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=39633"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=39633"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}