Alnus Yat\u0131r\u0131m'\u0131n de\u011ferlendirmesinde, \u0130ktisadi Faaliyet Kollar\u0131na g\u00f6re A10 d\u00fczeyinde sekt\u00f6rel b\u00fcy\u00fcme h\u0131zlar\u0131na bak\u0131ld\u0131\u011f\u0131nda; \u2018in\u015faat\u2019 taraf\u0131ndaki g\u00fc\u00e7l\u00fc b\u00fcy\u00fcmenin devam etti\u011finin g\u00f6r\u00fcld\u00fc\u011f\u00fc belirtildi. Yine, \u2018Finans ve Sigorta Faaliyetleri\u2019 ile 'Bilgi ve \u0130leti\u015fim\u2019 sekt\u00f6rlerinin de canl\u0131 bir g\u00f6r\u00fcnt\u00fc i\u00e7erisinde oldu\u011funu g\u00f6zlemlenirken \u015fu bilgiler verildi:<\/p>\n
“Enflasyonist etkiler a\u00e7\u0131s\u0131ndan a\u011f\u0131rl\u0131\u011f\u0131 y\u00fcksek olan \u2018Tar\u0131m\u2019 taraf\u0131ndaki sert daralman\u0131n ise; don ve kurakl\u0131k gibi ola\u011fan d\u0131\u015f\u0131 geli\u015fmelerden kaynakland\u0131\u011f\u0131n\u0131 \u00f6ng\u00f6r\u00fcyoruz.<\/p>\n
GSY\u0130H bile\u015fenlerinin gelir y\u00f6netimiyle katma de\u011fer i\u00e7erisindeki paylar\u0131n\u0131 inceledi\u011fimizde; \u00fccret zamlar\u0131n\u0131n etkisiyle 1.\u00c7eyrekte y\u00fczde 42,9 d\u00fczeyinde bulunan \u2019\u0130\u015fg\u00fcc\u00fc \u00d6demeleri\u2019nin pay\u0131, ikinci \u00e7eyrekte y\u00fczde 38,4\u2019e geriledikten sonra \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte de y\u00fczde 35,0\u2019e gerilemi\u015f. Buna kar\u015f\u0131n, 1.\u00c7eyrekte y\u00fczde 36,0 seviyesinde bulunan \u2018Net \u0130\u015fletme Art\u0131\u011f\u0131\u2019 ise ikinci ve \u00fc\u00e7\u00fcnc\u00fc \u00e7eyreklerde s\u0131ras\u0131yla y\u00fczde 41,3 ve y\u00fczde 46,7 d\u00fczeylerine h\u0131zla y\u00fckselmi\u015f durumda.<\/p>\n
1.\u00c7eyre\u011fi harcamalar a\u00e7\u0131s\u0131ndan zay\u0131f ge\u00e7irmi\u015ftik. 2.\u00c7eyrekte ba\u015flayan toparlanma, 3.\u00c7eyrekte de kendisini g\u00f6stermi\u015f durumda. Buna g\u00f6re; \u2018Sabit Sermaye Olu\u015fumu(kamu yat\u0131r\u0131mlar\u0131)\u2019 ve \u2018\u0130thalat\u2019taki g\u00fc\u00e7l\u00fc art\u0131\u015flar\u0131n \u2018Hane Halk\u0131 Harcamalar\u0131\u2019ndaki y\u00fczde 4,8\u2019lik t\u00fcketim art\u0131\u015f\u0131 ile destek buldu\u011funu g\u00f6zlemlemekteyiz. \u2018\u0130hracat\u2019\u0131n ise, \u00f6nceki iki \u00e7eyre\u011fe nazaran k\u00f6t\u00fcle\u015ferek zay\u0131f bir g\u00f6r\u00fcnt\u00fc i\u00e7erisinde kald\u0131\u011f\u0131n\u0131 g\u00f6rmekteyiz.<\/p>\n
\u00d6zetle, GSY\u0130H bile\u015fenlerini inceledi\u011fimizde; \u00f6nceki iki \u00e7eyre\u011fe g\u00f6re toparlanma oldu\u011funu g\u00f6rmekteyiz. Enflasyondaki d\u00fc\u015f\u00fc\u015f ve 3.\u00c7eyrek\u2019ten itibaren TCMB\u2019nin faiz indirim d\u00f6ng\u00fcs\u00fcne tekrar d\u00f6nmesinin de destekleyici oldu\u011fu d\u00fc\u015f\u00fcn\u00fcl\u00fcrse; sene sonuna kadar i\u00e7 talepte art\u0131\u015fla(yeniden de\u011ferleme oran\u0131 kaynakl\u0131 2026 y\u0131l\u0131n\u0131n vergi, resim har\u00e7 art\u0131\u015f\u0131 \u00f6ncesinde otomotiv gibi baz\u0131 sekt\u00f6rlerde g\u00f6r\u00fclebilecek talep art\u0131\u015f\u0131 ve \u00fccretlerinin enflasyonist eki\u015finden ka\u00e7\u0131nmak isteyenlerin t\u00fcketim harcamalar\u0131n\u0131 \u00f6ne \u00e7ekebilece\u011fi varsay\u0131m\u0131m\u0131zla) t\u00fcketim harcamalar\u0131nda iyile\u015fmenin devam\u0131n\u0131 muhtemel g\u00f6rmekteyiz. Di\u011fer yandan, ABD\u2019nin g\u00fcmr\u00fck vergilerinin 2.\u00c7eyrek\u2019te D\u0131\u015f Ticaret Dengesini bozdu\u011funu ve \u00f6zellikle Nisan ay\u0131nda ithalatta s\u0131\u00e7rama oldu\u011funu g\u00f6rm\u00fc\u015ft\u00fck. 3.\u00c7eyrekte ithalat art\u0131\u015f\u0131 biraz yava\u015flam\u0131\u015f olsa da, devam etmi\u015f durumda. 4.\u00c7eyrekte ithalatta bir miktar art\u0131\u015f bekliyoruz. \u0130\u015fg\u00fcc\u00fc \u00f6demelerinin pay\u0131n\u0131n ise, bu y\u0131l bir \u00e7ok i\u015fetmenin asgari \u00fccret etkisi ba\u015fta olmak \u00fczere \u2018tek zam\u2019 politikas\u0131 y\u00fcr\u00fctt\u00fc\u011f\u00fc varsay\u0131m\u0131 ile 4.\u00c7eyrekte de d\u00fc\u015fmesini bekliyoruz.”<\/p>\n
<\/strong> \u0130stanbul, 1 Aral\u0131k (Hibya) – Alnus Yat\u0131r\u0131m, GSY\u0130H bile\u015fenlerine g\u00f6re; \u00f6nceki iki \u00e7eyre\u011fe g\u00f6re toparlanma oldu\u011funu bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":13809,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1],"tags":[],"class_list":["post-13808","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/13808","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=13808"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/13808\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/13809"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=13808"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=13808"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=13808"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"