{"id":103906,"date":"2026-06-24T09:30:24","date_gmt":"2026-06-24T06:30:24","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/06\/24\/kuresel-piyasalarda-jeopolitik-gelismeler-ve-msci-kararlari-one-cikiyor"},"modified":"2026-06-24T09:30:24","modified_gmt":"2026-06-24T06:30:24","slug":"kuresel-piyasalarda-jeopolitik-gelismeler-ve-msci-kararlari-one-cikiyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/06\/24\/kuresel-piyasalarda-jeopolitik-gelismeler-ve-msci-kararlari-one-cikiyor\/","title":{"rendered":"K\u00fcresel piyasalarda jeopolitik geli\u015fmeler ve MSCI kararlar\u0131 \u00f6ne \u00e7\u0131k\u0131yor"},"content":{"rendered":"<p>Pusula Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan piyasa de\u011ferlendirmesinde, k\u00fcresel piyasalarda anla\u015fma sonras\u0131 kataliz\u00f6r aray\u0131\u015f\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fc, makro veriler ve merkez bankalar\u0131n\u0131n riskli varl\u0131klar\u0131 destekleyici ad\u0131mlar atmad\u0131\u011f\u0131 belirtildi. ABD D\u0131\u015fi\u015fleri Bakan\u0131 Rubio\u2019nun H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n uluslararas\u0131 sular stat\u00fcs\u00fcnde oldu\u011fu ve hi\u00e7bir \u00fclkenin ge\u00e7i\u015f \u00fccreti ya da vergi talep edemeyece\u011fine ili\u015fkin a\u00e7\u0131klamas\u0131 aktar\u0131l\u0131rken, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n Uluslararas\u0131 Atom Enerjisi Ajans\u0131 denet\u00e7ilerinin \u0130ran\u2019a giderek inceleme yapaca\u011f\u0131na dair ifadeleri payla\u015f\u0131ld\u0131. ABD Senatosu\u2019nun \u0130ran\u2019a y\u00f6nelik askeri operasyonlar\u0131n durdurulmas\u0131n\u0131 hedefleyen yasa tasar\u0131s\u0131n\u0131 kabul etti\u011fi, Umman\u2019\u0131n ise H\u00fcrm\u00fcz Bo\u011faz\u0131 i\u00e7in ge\u00e7ici deniz koridoru konusunda IMO ile koordinasyon sa\u011flad\u0131\u011f\u0131 bildirildi. Asya-Pasifik piyasalar\u0131n\u0131n karma\u015f\u0131k, ABD piyasalar\u0131n\u0131n al\u0131c\u0131l\u0131, Avrupa\u2019n\u0131n ise sat\u0131c\u0131l\u0131 seyretti\u011fi ifade edildi.<\/p>\n<p>Raporda MSCI\u2019nin Endonezya ve T\u00fcrkiye piyasalar\u0131nda hissedarl\u0131k \u015feffafl\u0131\u011f\u0131 ve koordineli i\u015flem s\u00fcre\u00e7lerine y\u00f6nelik de\u011ferlendirmeler yapt\u0131\u011f\u0131, ilerleme sa\u011flanmamas\u0131 halinde yeniden s\u0131n\u0131fland\u0131rma s\u00fcrecinin g\u00fcndeme gelebilece\u011fi belirtildi. G\u00fcney Kore\u2019nin ise MSCI taraf\u0131ndan geli\u015fmekte olan piyasa stat\u00fcs\u00fcnde korunmaya devam etti\u011fi aktar\u0131ld\u0131.<\/p>\n<p>Yurt i\u00e7i piyasalarda kataliz\u00f6r eksikli\u011finin belirginle\u015fti\u011fi, faiz indirim d\u00f6ng\u00fcs\u00fcne ili\u015fkin belirsizlikler ve siyasi haber ak\u0131\u015f\u0131n\u0131n endeks \u00fczerinde bask\u0131 yaratt\u0131\u011f\u0131 ifade edildi. Bank of America\u2019n\u0131n T\u00fcrkiye i\u00e7in 2026 cari a\u00e7\u0131k beklentisini 60 milyar dolardan 52 milyar dolara, enflasyon beklentisini ise y\u00fczde 30\u2019dan y\u00fczde 29,5\u2019e indirdi\u011fi kaydedildi.<\/p>\n<p>Teknik g\u00f6r\u00fcn\u00fcmde BIST100 i\u00e7in 14252 destek, 14600 ve 15200 diren\u00e7 seviyeleri \u00f6ne \u00e7\u0131kar\u0131l\u0131rken, 14549 \u00fczerinde kal\u0131c\u0131l\u0131\u011f\u0131n yukar\u0131 y\u00f6nl\u00fc hareketi destekleyebilece\u011fi belirtildi. V\u0130OP taraf\u0131nda ise 17007 ve 17300 diren\u00e7, 16540 ve 16000 seviyeleri destek olarak takip edildi.<\/p>\n<p>\u015eirket haberlerinde BLUME\u2019nin ABD\u2019ye ilk ihracat\u0131n\u0131 ger\u00e7ekle\u015ftirdi\u011fi, GLCVY\/BRKVY\/ARSAN\u2019\u0131n takipteki kredi portf\u00f6y\u00fc sat\u0131\u015f\u0131n\u0131 tamamlad\u0131\u011f\u0131, OZKGY\u2019nin k\u0131smi b\u00f6l\u00fcnme karar\u0131 ald\u0131\u011f\u0131, ARCLK\u2019in Whirlpool i\u015flemlerini sonland\u0131rarak Beko Europe \u00fczerinde tam kontrol sa\u011flad\u0131\u011f\u0131 aktar\u0131ld\u0131. RUBNS ve KAPLM\u2019de sermaye avans\u0131 geli\u015fmeleri, HEKTS\u2019te OYAK\u2019\u0131n pay sat\u0131\u015f\u0131 s\u00fcreci, MARBL\u2019de maden oca\u011f\u0131 terk karar\u0131 ve GOKNR\u2019de temett\u00fc karar\u0131 \u00f6ne \u00e7\u0131kt\u0131. BRISA\u2019da planl\u0131 bak\u0131m duru\u015fu a\u00e7\u0131klan\u0131rken, FLAP\u2019ta bedelsiz sermaye art\u0131r\u0131m\u0131 karar\u0131 duyuruldu. Ayr\u0131ca TTRAK ve TMSN\u2019de d\u00fczenleme geli\u015fmeleri, XTRZM ve XULAS\u2019ta turizm ve ula\u015ft\u0131rma sekt\u00f6r\u00fcne ili\u015fkin olumlu g\u00f6r\u00fcn\u00fcm, KLYPV, CWENE, SMRTG, ALFAS ve TUCLK i\u00e7in ise fotovoltaik \u00e7er\u00e7evelere y\u00f6nelik ek vergi d\u00fczenlemesinin sekt\u00f6re etkisi de\u011ferlendirildi.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 24 Haziran (Hibya) &#8211; Pusula Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesinde, k\u00fcresel piyasalarda kataliz\u00f6r eksikli\u011finin s\u00fcrd\u00fc\u011f\u00fc, jeopolitik geli\u015fmeler ve merkez bankas\u0131 politikalar\u0131n\u0131n fiyatlamalarda belirleyici oldu\u011fu belirtildi.<\/p>\n","protected":false},"author":1,"featured_media":103907,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1,9],"tags":[],"class_list":["post-103906","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/103906","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/comments?post=103906"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/103906\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/103907"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=103906"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=103906"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=103906"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}