A1 Capital taraf\u0131ndan yay\u0131mlanan g\u00fcnl\u00fck piyasa de\u011ferlendirmesinde, Mehmet \u015eim\u015fek\u2019in fonlardan \u00e7\u0131k\u0131\u015flar\u0131n cuma g\u00fcn\u00fc itibar\u0131yla durdu\u011fu ve ya\u015fanan geli\u015fmelerin bankac\u0131l\u0131k sistemi a\u00e7\u0131s\u0131ndan sistemik risk olu\u015fturmad\u0131\u011f\u0131 y\u00f6n\u00fcndeki a\u00e7\u0131klamalar\u0131n\u0131n piyasalar taraf\u0131ndan k\u0131sa vadede rahatlat\u0131c\u0131 bulundu\u011fu kaydedildi.<\/p>\n
Son haftalarda yat\u0131r\u0131mc\u0131 \u00e7\u0131k\u0131\u015flar\u0131n\u0131n fonlar\u0131 yeni hisse sat\u0131\u015flar\u0131na zorlamas\u0131 ve bu sat\u0131\u015flar\u0131n yeni \u00e7\u0131k\u0131\u015flar\u0131 tetikleyerek likidite sorununu derinle\u015ftirmesi endi\u015fesinin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtilen de\u011ferlendirmede, \u00e7\u0131k\u0131\u015flar\u0131n durdu\u011fu mesaj\u0131n\u0131n bu olumsuz d\u00f6ng\u00fcn\u00fcn \u015fimdilik k\u0131r\u0131ld\u0131\u011f\u0131 \u015feklinde yorumland\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Manip\u00fclasyonla ili\u015fkisi bulunmayan \u015firketlere y\u00f6nelik Kredi Garanti Fonu kaynakl\u0131 bir finansman paketi \u00fczerinde \u00e7al\u0131\u015f\u0131lmas\u0131n\u0131n da olumlu kar\u015f\u0131land\u0131\u011f\u0131 ifade edildi. S\u00f6z konusu ad\u0131m\u0131n, fon piyasas\u0131ndaki geli\u015fmeler nedeniyle finansmana eri\u015fimi zorla\u015fan ancak sorunlu i\u015flemlerle ba\u011flant\u0131s\u0131 bulunmayan \u015firketlerin korunmas\u0131na y\u00f6nelik bir mesaj ta\u015f\u0131d\u0131\u011f\u0131 belirtildi.<\/p>\n
De\u011ferlendirmede, Fon Rehberi\u2019nin y\u00fcr\u00fcrl\u00fck tarihinin ertelenmeyece\u011fi a\u00e7\u0131klamas\u0131n\u0131n portf\u00f6y y\u00f6netim \u015firketlerinin uyum maliyetlerini ve baz\u0131 fonlardaki yeniden yap\u0131land\u0131rma ihtiyac\u0131n\u0131 g\u00fcndemde tuttu\u011fu kaydedildi. Serbest fonlar\u0131n T\u00fcrkiye Elektronik Fon Al\u0131m Sat\u0131m Platformu\u2019na (TEFAS) a\u00e7\u0131lmas\u0131na ili\u015fkin karar\u0131n yeniden de\u011ferlendirilecek olmas\u0131n\u0131n da fonlar\u0131n da\u011f\u0131t\u0131m ve likidite yap\u0131s\u0131nda de\u011fi\u015fiklik ihtimaline i\u015faret etti\u011fi bildirildi.<\/p>\n
Ge\u00e7mi\u015fte 10 milyon liran\u0131n \u00fczerinde reel kazan\u00e7 sa\u011flayan yat\u0131r\u0131mc\u0131lara \u00f6ncelikle ba\u015fvurulaca\u011f\u0131 a\u00e7\u0131klamas\u0131n\u0131n, usuls\u00fcz kazan\u00e7lar\u0131n geri al\u0131nmas\u0131na y\u00f6nelik kararl\u0131l\u0131\u011f\u0131 g\u00f6sterdi\u011fi belirtilirken, soru\u015fturma kapsam\u0131na girebilecek fonlar, portf\u00f6y y\u00f6netim \u015firketleri ve fiil\u00ee dola\u015f\u0131m\u0131 d\u00fc\u015f\u00fck hisseler a\u00e7\u0131s\u0131ndan k\u0131sa vadeli belirsizli\u011fin s\u00fcrd\u00fc\u011f\u00fc ifade edildi.<\/p>\n
A1 Capital, MSCI\u2019\u0131n endeks de\u011fi\u015fikliklerini dondurma karar\u0131na ili\u015fkin de\u011ferlendirmesinde ise uluslararas\u0131 yat\u0131r\u0131mc\u0131lar\u0131n \u015feffafl\u0131k ve piyasa b\u00fct\u00fcnl\u00fc\u011f\u00fcne y\u00f6nelik ele\u015ftirilerinin dikkate al\u0131nmas\u0131n\u0131n \u00f6nemine i\u015faret etti. T\u00fcrkiye\u2019nin geli\u015fen piyasa stat\u00fcs\u00fcne ili\u015fkin risklerin tamamen ortadan kalkmad\u0131\u011f\u0131 belirtilerek, 2027 ba\u015f\u0131na kadar yap\u0131lmas\u0131 \u00f6ng\u00f6r\u00fclen d\u00fczenlemelerin uygulanmas\u0131 ve yapt\u0131r\u0131mlar\u0131n g\u00f6r\u00fcn\u00fcr hale gelmesinin yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n yakla\u015f\u0131m\u0131 a\u00e7\u0131s\u0131ndan belirleyici olaca\u011f\u0131 kaydedildi.<\/p>\n
K\u00fcresel piyasalarda \u015firket bilan\u00e7olar\u0131ndan gelen olumlu sinyallerin risk i\u015ftah\u0131n\u0131 destekledi\u011fi, buna kar\u015f\u0131l\u0131k y\u00fcksek petrol fiyatlar\u0131 ve ABD tahvil faizlerinin y\u00fckseli\u015f e\u011filiminin risk olu\u015fturmaya devam etti\u011fi belirtildi. De\u011ferlendirmede, petrol fiyatlar\u0131n\u0131n yeniden 110 dolar\u0131n \u00fczerine \u00e7\u0131kmas\u0131n\u0131n enflasyon ve merkez bankalar\u0131n\u0131n faiz politikalar\u0131 a\u00e7\u0131s\u0131ndan \u00f6nemli bir risk oldu\u011fu vurguland\u0131.<\/p>\n
ABD borsalar\u0131nda Dow Jones endeksinin y\u00fczde 1,02, S&P 500 endeksinin y\u00fczde 0,28 y\u00fckseldi\u011fi, Nasdaq endeksinin ise teknoloji hisselerindeki bask\u0131yla yataya yak\u0131n ve hafif ekside kapand\u0131\u011f\u0131 aktar\u0131ld\u0131. Sa\u011fl\u0131k ve finans hisselerinin Dow Jones endeksindeki y\u00fckseli\u015fi destekledi\u011fi, teknoloji taraf\u0131nda ise yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n b\u00fcy\u00fckl\u00fc\u011f\u00fc ve bu harcamalar\u0131n k\u00e2rl\u0131l\u0131\u011fa d\u00f6n\u00fc\u015fme h\u0131z\u0131 konusundaki soru i\u015faretlerinin s\u00fcrd\u00fc\u011f\u00fc kaydedildi.<\/p>\n
Vadeli piyasalarda S&P 500 kontratlar\u0131n\u0131n yakla\u015f\u0131k y\u00fczde 0,3, Nasdaq 100 kontratlar\u0131n\u0131n y\u00fczde 0,7-0,9 aral\u0131\u011f\u0131nda y\u00fckseldi\u011fi, Dow Jones vadeli kontratlar\u0131n\u0131n ise daha s\u0131n\u0131rl\u0131 art\u0131da seyretti\u011fi belirtildi. Avrupa’da Euro Stoxx 50 ve DAX vadeli kontratlar\u0131n\u0131n yakla\u015f\u0131k y\u00fczde 0,4 y\u00fckseldi\u011fi, FTSE 100 vadeli kontratlar\u0131n\u0131n ise yataya yak\u0131n hareket etti\u011fi bildirildi.<\/p>\n
Asya piyasalar\u0131nda MSCI Asya-Pasifik endeksinin y\u00fczde 1,5 y\u00fckseldi\u011fi, G\u00fcney Kore piyasas\u0131n\u0131n yakla\u015f\u0131k y\u00fczde 4, Japonya Nikkei endeksinin ise y\u00fczde 1,3 de\u011fer kazand\u0131\u011f\u0131 ifade edildi. G\u00fcney Kore’deki y\u00fckseli\u015fin \u00f6nceki g\u00fcn \u00e7ip ve yapay zeka hisselerinde ya\u015fanan kay\u0131plar\u0131n ard\u0131ndan gelen tepki al\u0131mlar\u0131ndan kaynakland\u0131\u011f\u0131, Japonya’da eyl\u00fcl ihracat\u0131n\u0131n y\u0131ll\u0131k y\u00fczde 16,7 artmas\u0131n\u0131n da piyasay\u0131 destekledi\u011fi kaydedildi.<\/p>\n
ABD’nin 10 y\u0131ll\u0131k tahvil faizinin y\u00fczde 5’in \u00fczerinde kalmay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc belirtilen de\u011ferlendirmede, petrol fiyatlar\u0131ndaki y\u00fckseli\u015fin enflasyon bask\u0131s\u0131n\u0131 art\u0131rabilece\u011fi ve Federal Rezerv’in aral\u0131k ay\u0131nda faiz art\u0131rabilece\u011fine ili\u015fkin beklentileri g\u00fc\u00e7lendirebilece\u011fi ifade edildi. Fransa’n\u0131n 10 y\u0131ll\u0131k tahvil faizinin y\u00fczde 5 s\u0131n\u0131r\u0131na yak\u0131n seyretti\u011fi, b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131 ve mali d\u00fczenlemelere ili\u015fkin endi\u015felerin Frans\u0131z tahvilleri \u00fczerindeki bask\u0131y\u0131 art\u0131rd\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
D\u00f6viz piyasas\u0131nda dolar endeksinin 101,8 civar\u0131nda bulundu\u011fu, dolar\/yen paritesinin ise 158 seviyesinin \u00fczerinde seyretti\u011fi bildirildi. Brent petrol\u00fcn yakla\u015f\u0131k y\u00fczde 1,5 y\u00fckseli\u015fle 110,4 dolar, Bat\u0131 Teksas t\u00fcr\u00fc ham petrol\u00fcn (WTI) ise 99 dolar civar\u0131nda i\u015flem g\u00f6rd\u00fc\u011f\u00fc kaydedildi. Orta Do\u011fu’daki gerilim, K\u0131z\u0131ldeniz ta\u015f\u0131mac\u0131l\u0131\u011f\u0131na y\u00f6nelik riskler, Suudi Arabistan’\u0131n enerji altyap\u0131s\u0131na ili\u015fkin tehditler ve ABD ham petrol stoklar\u0131ndaki 4,9 milyon varillik d\u00fc\u015f\u00fc\u015f\u00fcn fiyatlar\u0131 destekledi\u011fi belirtildi.<\/p>\n
Alt\u0131n\u0131n ons fiyat\u0131n\u0131n d\u00f6rd\u00fcnc\u00fc g\u00fcnde de gerileyerek 4 bin 118 dolar civar\u0131nda bulundu\u011fu, y\u00fcksek petrol fiyatlar\u0131n\u0131n faiz beklentilerini yukar\u0131 \u00e7ekmesinin alt\u0131n \u00fczerinde bask\u0131 olu\u015fturdu\u011fu ifade edildi. G\u00fcm\u00fc\u015f fiyatlar\u0131nda da y\u00fczde 1’e yak\u0131n d\u00fc\u015f\u00fc\u015f g\u00f6r\u00fcld\u00fc\u011f\u00fc aktar\u0131ld\u0131.<\/p>\n
Yurt i\u00e7inde saat 10.00’da a\u00e7\u0131klanacak imalat sanayi kapasite kullan\u0131m oran\u0131n\u0131n takip edilece\u011fi belirtilirken, verinin sanayi \u00fcretimine ili\u015fkin \u00f6nc\u00fc g\u00f6stergelerden biri olarak de\u011ferlendirildi\u011fi kaydedildi.<\/p>\n
K\u00fcresel piyasalarda ise \u015firket bilan\u00e7olar\u0131n\u0131n g\u00fcndemin oda\u011f\u0131nda olaca\u011f\u0131 ifade edildi. ABD’de AT&T ve Abbott sonu\u00e7lar\u0131n\u0131n ard\u0131ndan piyasa kapan\u0131\u015f\u0131 sonras\u0131nda Meta, Tesla, IBM, Texas Instruments ve Lam Research bilan\u00e7olar\u0131n\u0131n a\u00e7\u0131klanmas\u0131n\u0131n beklendi\u011fi bildirildi. Meta’da yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n reklam gelirlerine katk\u0131s\u0131, Tesla’da otomotiv marjlar\u0131 ve otonom s\u00fcr\u00fc\u015f yat\u0131r\u0131mlar\u0131, IBM ve Texas Instruments’ta ise kurumsal teknoloji ve \u00e7ip talebinin izlenece\u011fi kaydedildi.<\/p>\n
<\/strong> \u0130stanbul, 21 Ekim (Hibya)-A1 Capital, Hazine ve Maliye Bakan\u0131 Mehmet \u015eim\u015fek\u2019in fon piyasas\u0131na ili\u015fkin a\u00e7\u0131klamalar\u0131n\u0131n k\u0131sa vadede piyasalar\u0131 rahatlatt\u0131\u011f\u0131n\u0131, orta vadede ise daha s\u0131k\u0131 denetim ve \u015feffafl\u0131k beklentilerini \u00f6ne \u00e7\u0131kard\u0131\u011f\u0131n\u0131 bildirdi. K\u00fcresel piyasalarda risk i\u015ftah\u0131 toparlan\u0131rken petrol fiyatlar\u0131 ve y\u00fcksek tahvil faizlerinin bask\u0131 unsuru olmay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc belirtildi.<\/p>\n","protected":false},"author":1,"featured_media":170532,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1,9],"tags":[],"class_list":["post-170531","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/170531","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=170531"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/170531\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/170532"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=170531"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=170531"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=170531"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"