{"id":52225,"date":"2017-11-22T17:51:08","date_gmt":"2017-11-22T14:51:08","guid":{"rendered":"https:\/\/www.bilgeyatirimci.com\/?p=52225"},"modified":"2017-11-22T17:51:08","modified_gmt":"2017-11-22T14:51:08","slug":"mahfi-egilmez-tlnin-deger-kaybi-ve-bir-oneri","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/mahfi-egilmez-tlnin-deger-kaybi-ve-bir-oneri\/","title":{"rendered":"Mahfi E\u011filmez – TL’nin De\u011fer Kayb\u0131 ve Bir \u00d6neri"},"content":{"rendered":"

Mahfi E\u011filmez’in bug\u00fcnk\u00fc yaz\u0131s\u0131<\/h2>\n

TL\u2019nin De\u011fer Kayb\u0131 \u00d6nemli mi?<\/strong>
\nTL, son birka\u00e7 g\u00fcn i\u00e7inde h\u0131zl\u0131 bir de\u011fer kayb\u0131yla kar\u015f\u0131la\u015f\u0131nca piyasalarda ciddi bir tela\u015f ve karamsarl\u0131k dalgas\u0131 olu\u015ftu. Bu tela\u015f ve karamsarl\u0131k haks\u0131z de\u011fildi. \u00c7\u00fcnk\u00fc TL\u2019nin d\u0131\u015f de\u011feri ya da d\u00f6viz kurlar\u0131 denildi\u011finde T\u00fcrkiye ekonomisinin iki s\u0131k\u0131nt\u0131s\u0131 g\u00fcndeme geliyor: (1) Bug\u00fcnden ba\u015flayarak \u00f6n\u00fcm\u00fczdeki bir y\u0131l i\u00e7inde bulmam\u0131z gereken d\u00f6viz tutar\u0131 210 milyar dolar (170\u2019i vadesi gelecek olan bor\u00e7lar, krediler, d\u00f6viz mevduatlar\u0131 vb, 40 milyar\u0131 da muhtemel cari a\u00e7\u0131k miktar\u0131.) (2) T\u00fcrkiye\u2019nin uluslararas\u0131 net yat\u0131r\u0131m pozisyonu a\u00e7\u0131\u011f\u0131 (d\u00f6viz a\u00e7\u0131\u011f\u0131) 440 milyar dolar. Bu iki g\u00f6stergenin b\u00fcy\u00fckl\u00fc\u011f\u00fc \u201cTL d\u0131\u015f de\u011fer kayb\u0131na u\u011fruyor, ihracat\u0131m\u0131z artacak, ithalat\u0131m\u0131z d\u00fc\u015fecek\u201d gibi klasik s\u00f6ylemleri anlams\u0131z k\u0131l\u0131yor. TL\u2019nin her kuru\u015f de\u011fer kayb\u0131 d\u0131\u015f bor\u00e7lar\u0131, a\u00e7\u0131k pozisyonlar\u0131n\u0131, finansman imk\u00e2nlar\u0131n\u0131 bozarak dengeleri alt \u00fcst ediyor.<\/p>

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