Pusula Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan G\u00fcn\u00fcn Pusulas\u0131’nda, k\u00fcresel piyasalarda ABD y\u00f6netiminin \u0130ran\u2019a y\u00f6nelik ikincil yapt\u0131r\u0131mlar ve ekonomik izolasyon ad\u0131mlar\u0131n\u0131 sertle\u015ftirmesinin jeopolitik riskleri canl\u0131 tuttu\u011fu belirtildi.\u00a0<\/p>\n
Washington\u2019\u0131n \u0130ran petrol\u00fcn\u00fcn ana al\u0131c\u0131s\u0131 konumundaki \u00c7in\u2019e y\u00f6nelik bask\u0131 yapmas\u0131 ve Ortado\u011fu\u2019da Aramco tesislerine y\u00f6nelik \u0130HA sald\u0131r\u0131s\u0131 iddialar\u0131n\u0131n emtia taraf\u0131nda dalgalanmalara yol a\u00e7t\u0131\u011f\u0131 aktar\u0131ld\u0131. Di\u011fer taraftan Asya piyasalar\u0131nda Japonya\u2019n\u0131n g\u00fc\u00e7l\u00fc PMI verileri ve y\u00fckselen \u00e7ekirdek enflasyonunun BoJ\u2019un faiz art\u0131r\u0131m beklentilerini g\u00fc\u00e7lendirdi\u011fi ifade edildi. Yeni g\u00fcnde ABD\u2019nin al\u0131c\u0131l\u0131, Asya-Pasifik\u2019in karma\u015f\u0131k ve Avrupa\u2019n\u0131n sat\u0131c\u0131l\u0131 seyretti\u011fi kaydedildi.<\/p>\n
\u0130\u00e7 tarafta Borsa \u0130stanbul\u2019da ikinci \u00e7eyrek bilan\u00e7olar\u0131n\u0131n tamamland\u0131\u011f\u0131 ve \u015firketlerin toplam kar\u0131n\u0131n 1,4 milyar TL seviyesinde ger\u00e7ekle\u015fti\u011fi belirtildi. Ancak ertelenmi\u015f vergi gelirleri hari\u00e7 tutuldu\u011funda tablonun zarara i\u015faret etti\u011fi aktar\u0131ld\u0131. D\u00fcn, h\u0131zl\u0131 y\u00fckseli\u015f ve k\u00fcresel sat\u0131\u015f bask\u0131lar\u0131n\u0131n piyasa \u00fczerinde d\u00fczeltme bask\u0131s\u0131 yaratt\u0131\u011f\u0131 ifade edildi.<\/p>\n
Makro tarafta g\u00f6zlerin a\u011fustos ay\u0131 enflasyon verileri ile TCMB PPK toplant\u0131s\u0131na \u00e7evrildi\u011fi kaydedildi. Makro beklentilerin \u015fekillendi\u011fi bu d\u00f6nemde yurt d\u0131\u015f\u0131 kaynakl\u0131 olarak JPMorgan\u2019\u0131n TL cinsi iki devlet tahvilini geli\u015fmekte olan \u00fclkeler tahvil endeksine (GBI-EM) ekleme karar\u0131n\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtildi. T\u00fcrkiye\u2019nin endeks a\u011f\u0131rl\u0131\u011f\u0131n\u0131 20 baz puan art\u0131\u015fla y\u00fczde 1,29\u2019a \u00e7\u0131karan bu hamlenin, yabanc\u0131 sermaye giri\u015fi a\u00e7\u0131s\u0131ndan i\u00e7 piyasaya s\u0131n\u0131rl\u0131 olumlu bir destek sundu\u011fu aktar\u0131ld\u0131. SPK\u2019n\u0131n toplam 4,3 milyar TL b\u00fcy\u00fckl\u00fc\u011fe sahip \u0130ntetra Teknoloji ve Bak\u0131rc\u0131 GMYO halka arzlar\u0131n\u0131 onaylad\u0131\u011f\u0131 ifade edildi. Detaylar\u0131n m\u00fc\u015fterilerle payla\u015f\u0131laca\u011f\u0131 kaydedildi.<\/p>\n
Sekt\u00f6rel geli\u015fmelerin takip edildi\u011fi belirtilen raporda, DASK mevzuat\u0131nda yap\u0131lan de\u011fi\u015fiklikle devirlerde eski poli\u00e7e devrinin kald\u0131r\u0131larak g\u00fcncel birim fiyatlarla yeni poli\u00e7e zorunlulu\u011fu getirildi\u011fi aktar\u0131ld\u0131. Bu durumun TURSG, ANSGR, AKGRT, RAYSG ve QUICK gibi sigorta \u015firketlerinin prim \u00fcretim hacimlerini canl\u0131 tutacak bir geli\u015fme olarak de\u011ferlendirildi\u011fi belirtildi.<\/p>\n
Malezya\u2019da yerle\u015fik Bosch firmas\u0131n\u0131n, \u00c7in men\u015feli duvar tipi split klimalara uygulanan y\u00fczde 25\u2019lik anti-damping vergisinden muaf tutulma talebi \u00fczerine ba\u015flat\u0131lan k\u0131smi ara g\u00f6zden ge\u00e7irme soru\u015fturmas\u0131n\u0131n yak\u0131ndan takip edildi\u011fi ifade edildi. Soru\u015fturman\u0131n lehine sonu\u00e7lanmas\u0131 halinde ithal klima maliyetlerinin d\u00fc\u015fecek olmas\u0131n\u0131n i\u00e7 pazardaki rekabet dengelerini etkileme potansiyeline sahip oldu\u011fu aktar\u0131ld\u0131.\u00a0<\/p>\n
Bu durumun B\u0130ST\u2019te i\u015flem g\u00f6ren ARCLK, KLMSN, SAFKR ve VESBE gibi yerli \u00fcreticilerin pazar pay\u0131 ve kar marjlar\u0131 \u00fczerinde orta vadeli riskler do\u011furabilecek olsa da mevcut a\u015famada fiyatlamalara n\u00f6tr yans\u0131d\u0131\u011f\u0131 kaydedildi.<\/p>\n
<\/strong> \u0130stanbul, 21 A\u011fustos (Hibya) \u2013 Pusula Yat\u0131r\u0131m, yeni g\u00fcnde BIST 100 endeksi i\u00e7in s\u0131n\u0131rl\u0131 olumlu k\u00fcresel ve i\u00e7 risk i\u015ftah\u0131na ra\u011fmen olas\u0131 kar realizasyonlar\u0131nda veya siyasi ve jeopolitik risklerin artmas\u0131 halinde 14.252 seviyesinin ana destek olarak takip edilece\u011fini a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":136069,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1,9],"tags":[],"class_list":["post-136068","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/136068","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=136068"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/136068\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/136069"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=136068"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=136068"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=136068"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"