{"id":56764,"date":"2019-01-21T20:00:13","date_gmt":"2019-01-21T17:00:13","guid":{"rendered":"https:\/\/www.bilgeyatirimci.com\/?p=56764"},"modified":"2019-01-21T13:15:11","modified_gmt":"2019-01-21T10:15:11","slug":"cetin-unsalan-kriz-buyukler-ve-davos","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/cetin-unsalan-kriz-buyukler-ve-davos\/","title":{"rendered":"\u00c7etin \u00dcnsalan &#8211; Kriz, b\u00fcy\u00fckler ve Davos"},"content":{"rendered":"<p><em><strong>2008 krizinden beri d\u00fcnya ekonomide ikinci b\u00fcy\u00fck dip g\u00f6rmeye haz\u0131rlan\u0131yor. A\u00e7\u0131k\u00e7as\u0131 zaman\u0131yla ilgili muhtelif g\u00f6r\u00fc\u015fler olsa da, bir b\u00fcy\u00fck krizin daha ya\u015fanaca\u011f\u0131 konusunda neredeyse herkes hemfikir.<\/strong><\/em><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-331539\"><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>T\u00fcm g\u00f6stergelere ve zorlamalara ra\u011fmen, d\u00fcnya ekonomisinin sa\u011fl\u0131kl\u0131 noktada olmad\u0131\u011f\u0131n\u0131 biliyoruz. Bir tarafta 2002 \u2013 2008 y\u0131llar\u0131 aras\u0131nda uygulanan a\u015f\u0131r\u0131 geni\u015flemeci politikalar\u0131n yaratt\u0131\u011f\u0131 s\u0131k\u0131nt\u0131lar, \u00f6te tarafta t\u00fcketim odakl\u0131 bir d\u00fcnya \u00f6ng\u00f6r\u00fcl\u00fcrken arz taraf\u0131n\u0131n talep yarat\u0131lacak duygusuyla kapasitenin \u00e7ok \u00fczerinde yat\u0131r\u0131mlar yapm\u0131\u015f olmas\u0131 problemi de i\u00e7inden \u00e7\u0131k\u0131lmaz bir noktaya getiriyor.<\/p>\n<p>Son d\u00f6nemde ya\u015fanan enerji ve ticaret yollar\u0131 m\u00fccadelesini de, artan korumac\u0131l\u0131\u011f\u0131 da, giderilemeyen varl\u0131k balonlar\u0131n\u0131 da, paran\u0131n tekrar evine d\u00f6nmesini de, ticaret sava\u015flar\u0131n\u0131 da bu pencereden okumak gerekir.<\/p>\n<p>D\u00fcnya h\u0131zla bir 1929 krizi benzeri bir s\u00fcrece, kontroll\u00fc olarak girmeye \u00e7al\u0131\u015f\u0131yor. \u015e\u00fcphesiz krizler sonras\u0131nda da f\u0131rsatlar do\u011furdu\u011fu i\u00e7in de b\u00f6lgemiz ba\u015fta olmak \u00fczere d\u00fcnyada ya\u015fanan m\u00fccadeleyi de, \u00e7\u0131k\u0131\u015f foto\u011fraf\u0131nda k\u00f6\u015fe kapma yar\u0131\u015f\u0131 olarak g\u00f6rmek gerekir.<\/p>\n<p>B\u00f6ylesi bir ortamda g\u00fcncel politikalarla, k\u0131s\u0131r tart\u0131\u015fmalarla u\u011fra\u015fmak ancak bu konuda pay kapma sava\u015f\u0131nda olanlar\u0131n isteyece\u011fi oyalanmalard\u0131r. Ne yaz\u0131k ki T\u00fcrkiye\u2019de siyasi foto\u011fraf d\u00fcnyadaki geli\u015fmeyi tam olarak okuyam\u0131yor ve bize de zaman kaybettiriyor. Elbette bunda geni\u015flemeci y\u0131llarda paray\u0131 teknolojik geli\u015fmeler ve g\u00fc\u00e7lendirilmi\u015f \u00fcretimler yerine, t\u00fcketime ve ithalata yat\u0131rman\u0131n da b\u00fcy\u00fck pay\u0131 var.<\/p>\n<p>D\u00fcnyadaki akt\u00f6rler zaman zaman bu ikinci dip dalgas\u0131n\u0131 dillendiriyorlar. Son olarak Amerikal\u0131 Yat\u0131r\u0131mc\u0131 Jim Rogers da bunlara eklendi. Rogers, zamanlama vermeden bir sonraki k\u00fcresel ekonomik \u00e7\u00f6k\u00fc\u015fte sa\u011flam ekonomilerin dahi ac\u0131 \u00e7ekece\u011fini belirtti ve ya\u015fanaca\u011f\u0131 \u2018hayat\u0131mda g\u00f6rd\u00fc\u011f\u00fcm\u00fcn en k\u00f6t\u00fcs\u00fc olacak\u2019 diyerek tan\u0131mlad\u0131.<\/p>\n<p>Rogers\u2019\u0131n yapt\u0131\u011f\u0131 alt\u0131n spek\u00fclasyonunu hakl\u0131l\u0131k pay\u0131 olmakla birlikte bir kenara b\u0131rak\u0131rsak, b\u00f6ylesi bir krizde b\u00fcy\u00fck ekonomilerin s\u0131k\u0131nt\u0131 ya\u015famas\u0131, bizler gibi geli\u015fmekte olan ve acil likide ihtiyac\u0131 bulunan ekonomilerden gelen kemik seslerinin de \u00e7o\u011falmas\u0131na neden olacakt\u0131r.<\/p>\n<p>Yani birilerinin hayal etti\u011fi gibi d\u00fcnya ekonomisindeki etkin g\u00fc\u00e7ler \u00e7\u00f6kerken bizim hasars\u0131z bu i\u015ften \u00e7\u0131kmam\u0131z \u00e7ok m\u00fcmk\u00fcn g\u00f6z\u00fckm\u00fcyor. Belki dersimizi \u00e7al\u0131\u015fsayd\u0131k daha az etkilenip, hatta f\u0131rsatlar da yaratabilirdik. Fakat bug\u00fcnk\u00fc tablomuz i\u00e7erisinde zoruna haz\u0131rlanmam\u0131z gerekiyor.<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3635401714\"><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>Sadece biz mi? Elbette d\u00fcnyadaki herkes bunun tela\u015f\u0131nda&#8230; Trump\u2019un, \u00c7in\u2019in, Putin\u2019in yapt\u0131klar\u0131n\u0131 bundan ayr\u0131 okumak b\u00fcy\u00fck bir gaflet olur. Fakat geli\u015fmi\u015f \u00fclkeler gelirlerini artt\u0131ramayacaklar\u0131 noktada giderlerini ve verimlili\u011fi art\u0131rman\u0131n yollar\u0131n\u0131 ar\u0131yorlar. Bunu g\u00f6rmek laz\u0131m.<\/p>\n<p>Son y\u0131llarda hayat\u0131m\u0131za giren end\u00fcstri 4.0, nesnelerin interneti, toplum 5.0 gibi kavramlar\u0131 da bu hasar\u0131 azaltma ve sonras\u0131nda da etkin ekonomi olarak \u00e7\u0131kma e\u011filimi olarak g\u00f6rmek zorunday\u0131z.<\/p>\n<p>Nitekim 2019 y\u0131l\u0131n\u0131n Davos\u2019unun g\u00fcndemine bakt\u0131\u011f\u0131n\u0131zda da bu g\u00f6zleniyor. Davos\u2019un ana g\u00fcndemini \u2018K\u00fcreselle\u015fme 4: D\u00f6rd\u00fcnc\u00fc Sanayi Devrimi \u00c7a\u011f\u0131nda K\u00fcresel Yap\u0131y\u0131 \u015eekillendirmek\u2019 olu\u015fturuyor.<\/p>\n<p>Ayr\u0131ca yine ana tema olarak bu konu iklim de\u011fi\u015fikli\u011fiyle de besleniyor. \u0130klim de\u011fi\u015fikli\u011fi ba\u015fl\u0131klar aras\u0131na girdiyse burada alternatif enerji yat\u0131r\u0131mlar\u0131n\u0131 ve karbon emisyonuyla gelecek yapt\u0131r\u0131mlar\u0131n da etkinli\u011finin hissedilece\u011fini d\u00fc\u015f\u00fcnmek gerekir.<\/p><div class=\"bilge-content-2\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-4097364762\"><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>Trump\u2019un h\u00fck\u00fcmetin kapal\u0131 olmas\u0131n\u0131 gerek\u00e7e g\u00f6stererek Davos\u2019a kat\u0131lmayaca\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131 ise, bu sene ve takip eden s\u00fcre\u00e7te tart\u0131\u015fman\u0131n k\u0131z\u0131\u015faca\u011f\u0131n\u0131n habercisi gibi. Buna ra\u011fmen b\u00f6ylesi kritik bir toplant\u0131da T\u00fcrkiye sadece \u00fc\u00e7 bakan ve merkez bankas\u0131 ile temsil edilmemeliydi.<\/p>\n<p>Bakanlar\u0131n yeni sistemde m\u00fcste\u015far d\u00fczeyine indi\u011fini dikkate al\u0131rsan\u0131z, bu tart\u0131\u015fmaya \u015fahitlik yapmaktan uzak bir g\u00f6r\u00fcnt\u00fc verdi\u011fimizi de anlamak kolayla\u015facakt\u0131r. D\u00fcnya b\u00fcy\u00fck bir krize gidiyor ve bu krizde b\u00fcy\u00fck bedeller \u00f6dendikten sonra, teknolojik d\u00f6n\u00fc\u015f\u00fcm\u00fcn\u00fc ger\u00e7ekle\u015ftirenler, sonraki fazda etkili olacakt\u0131r.<\/p>\n<p>\u00c7in\u2019in 5G\u2019li metro istasyonlar\u0131n\u0131, ay\u0131n karanl\u0131k taraf\u0131na uydu indirmesini, Rusya\u2019n\u0131n tekrar sanayile\u015fme stratejisini ve ABD\u2019nin \u00fcretimi desteklemesini, AB \u2013 ABD aras\u0131ndaki firmalar \u00fczerinden ya\u015fanan kemik k\u0131rmalar\u0131n\u0131 bu pencereden okumak laz\u0131m.<\/p>\n<p>Peki biz ne konu\u015fuyoruz? 31 Mart se\u00e7imlerinde nerede, kim aday olacak? \u00dcstelik ekonomiden rekabet\u00e7ili\u011fe, e\u011fitimden \u00fcretime kadar \u00e7ok daha kritik a\u00e7mazlar\u0131m\u0131z varken&#8230; Hay\u0131rl\u0131 i\u015fler T\u00fcrkiye&#8230;<\/p>\n<p><u><a href=\"mailto:cetinunsalan@yahoo.com\">cetinunsalan@yahoo.com<\/a><\/u><\/p>\n","protected":false},"excerpt":{"rendered":"<p>2008 krizinden beri d\u00fcnya ekonomide ikinci b\u00fcy\u00fck dip g\u00f6rmeye haz\u0131rlan\u0131yor. A\u00e7\u0131k\u00e7as\u0131 zaman\u0131yla ilgili muhtelif g\u00f6r\u00fc\u015fler olsa da, bir b\u00fcy\u00fck krizin daha ya\u015fanaca\u011f\u0131 konusunda neredeyse herkes&hellip;<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"closed","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":[904,808,801],"class_list":["post-56764","post","type-post","status-publish","format-standard","hentry","category-tumyazilar","tag-cetin-unsalan-yazilari","tag-ekonomi-makaleleri","tag-ekonomi-yazarlari-listesi"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/56764","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\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=56764"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/56764\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=56764"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=56764"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=56764"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}