{"id":58632,"date":"2019-07-21T14:35:52","date_gmt":"2019-07-21T11:35:52","guid":{"rendered":"https:\/\/www.bilgeyatirimci.com\/?p=58632"},"modified":"2019-07-21T14:02:51","modified_gmt":"2019-07-21T11:02:51","slug":"faiz-indirimi-dort-sektoru-ucurabilir","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/faiz-indirimi-dort-sektoru-ucurabilir\/","title":{"rendered":"Faiz indirimi \u2018d\u00f6rt sekt\u00f6r\u00fc\u2019 u\u00e7urabilir"},"content":{"rendered":"<p>&#8211; wp:paragraph &#8211;><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1240595548\"><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>Faiz indirimi en fazla banka, gayrimenkul, beyaz e\u015fya ve otomotiv sekt\u00f6r\u00fcn\u00fc etkileyecek. 25 Temmuz PPK karar\u0131n\u0131 bekleyen piyasalar faiz indirimine kilitlendi. Borsa 101.849\u2019a y\u00fckseldi. Dolar 5,6592\u2019ye d\u00fc\u015ft\u00fc, g\u00f6sterge faiz 17,68\u2019e geriledi<\/p>\n<p>&#8211; \/wp:paragraph &#8211;><\/p>\n<p>&#8211; wp:paragraph &#8211;><\/p>\n<p>Merkez Bankas\u0131 Ba\u015fkan\u0131\u2019n\u0131n de\u011fi\u015fmesi ve Cumhurba\u015fkan\u0131\u2019n\u0131n a\u00e7\u0131klamalar\u0131 sonras\u0131nda piyasalar faiz indirimine odakland\u0131. G\u00f6sterge faizin 17,68 seviyesine gerilemesiyle birlikte faiz indirim beklentisi de g\u00fc\u00e7lenmi\u015f durumda. 150 baz puandan 400 hatta 500 baz puana kadar faiz indirim beklentileri korunuyor. Peki, TCMB\u2019nin faiz indirimi nas\u0131l olacak ve piyasalar nas\u0131l bir tepki verecek?<\/p>\n<p>&#8211; \/wp:paragraph &#8211;><\/p>\n<p>&#8211; wp:paragraph &#8211;><\/p>\n<p>Geli\u015fmelere, Cumhurba\u015fkan\u0131\u2019n\u0131n ve yeni TCMB Ba\u015fkan\u0131\u2019n\u0131n konu\u015fmalar\u0131na bak\u0131nca faiz indiriminde manevra alan\u0131n\u0131n olu\u015ftu\u011fu g\u00f6zleniyor. Bu da 200 hatta 300 baz puan\u0131n \u00fczerinde faiz indirim beklentilerini art\u0131r\u0131yor. Genel beklenti ise 400 puana \u00e7\u0131km\u0131\u015f durumda. G\u00f6sterge faizin 26,53\u2019lerden 17,68\u2019lere geldi\u011fi d\u00fc\u015f\u00fcn\u00fcld\u00fc\u011f\u00fcnde 400 baz puanl\u0131k bir indirimin dahi fiyatland\u0131\u011f\u0131n\u0131 s\u00f6ylemek yanl\u0131\u015f olmayacakt\u0131r.<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3206107371\"><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>&#8211; \/wp:paragraph &#8211;><\/p>\n<p>&#8211; wp:heading {&#8220;level&#8221;:4} &#8211;><\/p>\n<h4>Bankalar \u00f6ne \u00e7\u0131kt\u0131<\/h4>\n<p>&#8211; \/wp:heading &#8211;><\/p>\n<p>&#8211; wp:paragraph &#8211;><\/p><div class=\"bilge-content-2\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2156727196\"><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>Faiz indirimi ile en fazla etkilenecek sekt\u00f6rlerin ba\u015f\u0131nda bankac\u0131l\u0131k geliyor. Sekt\u00f6r hisselerine 22 May\u0131s\u2019tan bu yana yo\u011fun bir ilgi s\u00f6z konusu. BIST Banka Sekt\u00f6r Endeksi yakla\u015f\u0131k iki ay i\u00e7erisinde y\u00fczde 36,49 oran\u0131nda de\u011fer kazand\u0131. Son iki ay i\u00e7erisinde en fazla y\u00fckselen bankac\u0131l\u0131k endeksi oldu. Kurum raporlar\u0131nda bankac\u0131l\u0131k sekt\u00f6r\u00fc \u00f6ne \u00e7\u0131kmaya devam ediyor. JP Morgan 19 Temmuz tarihli \u201cT\u00fcrk Bankalar\u0131\u201d raporunda takipteki alacaklar\u0131n olu\u015fumu h\u0131zlan\u0131rken, takipteki alacak oranlar\u0131n\u0131n ba\u015flang\u0131\u00e7tan korkulandan daha d\u00fc\u015f\u00fck kald\u0131\u011f\u0131n\u0131 tespit etti\u011fini a\u00e7\u0131klad\u0131. Ancak dolarizasyon e\u011filimi ve kredi b\u00fcy\u00fcmesine d\u00f6n\u00fc\u015f\u00fcn T\u00fcrk bankalar\u0131n\u0131n finansman\u0131n\u0131 odakta tuttu\u011funu vurgulayan kurum, yak\u0131n vadede, pozitif bilan\u00e7o s\u00fcrprizi i\u00e7in bir alan ve g\u00fcven i\u00e7in destekleyici bir zemin g\u00f6r\u00fcyor. JP Morgan, Garanti ve Yap\u0131 Kredi\u2019yi tercih etti\u011fini belirtti.<\/p>\n<p>&#8211; \/wp:paragraph &#8211;><\/p>\n<p>&#8211; wp:heading {&#8220;level&#8221;:4} &#8211;><\/p>\n<h4>Metal f\u0131rt\u0131na<\/h4>\n<p>&#8211; \/wp:heading &#8211;><\/p>\n<p>&#8211; wp:paragraph &#8211;><\/p>\n<p>Faiz indiriminden ikinci ve \u00fc\u00e7\u00fcnc\u00fc s\u0131rada en fazla etkilenen ise otomotiv ve beyaz e\u015fya sekt\u00f6rleri oldu. BIST Metal E\u015fya Sekt\u00f6r\u00fc 22 May\u0131s\u2019tan bu yana y\u00fczde 25,74 oran\u0131nda de\u011fer kazand\u0131. <\/p>\n<p>&#8211; \/wp:paragraph &#8211;><\/p>\n<p>&#8211; wp:paragraph &#8211;><\/p>\n<p><a href=\"http:\/\/bit.ly\/pb-borfin-temel-analiz-1\" rel=\"external nofollow noopener\" data-wpel-link=\"external\" target=\"_blank\"><span style=\"color: #3366ff;font-weight:bold;\">TEMEL ANAL\u0130Z \u0130LE NASIL H\u0130SSE SE\u00c7\u0130L\u0130R? UZMANINDAN HEMEN \u00d6\u011eRENMEYE BA\u015eLA!<\/span><\/a><\/p>\n<p>&#8211; \/wp:paragraph &#8211;><\/p>\n<p>&#8211; wp:heading {&#8220;level&#8221;:6} &#8211;><\/p>\n<h6>Yaz\u0131n\u0131n devam\u0131 i\u00e7in <a href=\"http:\/\/www.milliyet.com.tr\/yazarlar\/zeynep-aktas\/faiz-indirimi-dort-sektoru-ucurabilir-6003200\" target=\"_blank\" rel=\"noreferrer noopener nofollow external\" aria-label=\"TIKLAYINIZ (yeni sekmede a\u00e7\u0131l\u0131r)\" data-wpel-link=\"external\">TIKLAYINIZ<\/a>.<\/h6>\n<p>&#8211; \/wp:heading &#8211;><\/p>\n","protected":false},"excerpt":{"rendered":"<p>&#8211; wp:paragraph &#8211;> Faiz indirimi en fazla banka, gayrimenkul, beyaz e\u015fya ve otomotiv sekt\u00f6r\u00fcn\u00fc etkileyecek. 25 Temmuz PPK karar\u0131n\u0131 bekleyen piyasalar faiz indirimine kilitlendi. Borsa&hellip;<\/p>\n","protected":false},"author":3946,"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":[808,801,2192],"class_list":["post-58632","post","type-post","status-publish","format-standard","hentry","category-tumyazilar","tag-ekonomi-makaleleri","tag-ekonomi-yazarlari-listesi","tag-zeynep-aktas-yazilari"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/58632","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\/3946"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=58632"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/58632\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=58632"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=58632"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=58632"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}