{"id":36151,"date":"2026-01-21T09:30:03","date_gmt":"2026-01-21T06:30:03","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/01\/21\/asya-pasifik-piyasalarinda-agirlikli-negatif-seyir-hakim"},"modified":"2026-01-21T09:30:03","modified_gmt":"2026-01-21T06:30:03","slug":"asya-pasifik-piyasalarinda-agirlikli-negatif-seyir-hakim","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/01\/21\/asya-pasifik-piyasalarinda-agirlikli-negatif-seyir-hakim\/","title":{"rendered":"Asya-Pasifik piyasalar\u0131nda a\u011f\u0131rl\u0131kl\u0131 negatif seyir hakim"},"content":{"rendered":"<p>Halk Yat\u0131r\u0131m&#039;\u0131n de\u011ferlendirmesinde \u015fu ifadelere yer verildi:<\/p>\n<p>&#039;&#039;Makro veri taraf\u0131n\u0131n zay\u0131f seyretti\u011fi Asya &#8211; Pasifik piyasalar\u0131nda, ABD\u2019nin Gr\u00f6nland talepleri konusundaki artan jeopolitik belirsizlik nedeniyle bu sabah a\u011f\u0131rl\u0131kl\u0131 negatif seyir hakim. \u00d6zellikle Japonya\u2019da zay\u0131f mali ko\u015fullara ili\u015fkin artan endi\u015feler de b\u00f6lge piyasalar\u0131n\u0131 olumsuz etkiliyor. Nikkei y\u00fczde 0,60, Hang Seng y\u00fczde 0,19, Kospi endeksi y\u00fczde 0,32 ile sat\u0131c\u0131l\u0131 seyrederken, Shanghai ve Nifty 50 endeksleri yatay seyir izliyor.<\/p>\n<p>ABD vadeliler cephesinde ise hafif al\u0131c\u0131l\u0131 seyir g\u00f6r\u00fcl\u00fcyor. ABD\u2019de bug\u00fcn MBA mortgage ba\u015fvurular\u0131 ve ask\u0131da konut sat\u0131\u015flar\u0131 izlenecek. Aral\u0131k\u2019ta ask\u0131da konut sat\u0131\u015flar\u0131n\u0131n ayl\u0131k bazda y\u00fczde 0,5 d\u00fc\u015f\u00fc\u015f g\u00f6stermesi bekleniyor.<\/p>\n<p>ABD\u2019de yar\u0131n b\u00fcy\u00fcme verisinin yan\u0131 s\u0131ra ki\u015fisel t\u00fcketim harcamalar\u0131 izlenecek. ABD ekonomisinin 3. \u00e7eyrekte \u00f6nc\u00fc veriye paralel y\u00fczde 4,3 b\u00fcy\u00fcmesi bekleniyor. Kas\u0131m\u2019da \u00e7ekirdek ki\u015fisel t\u00fcketim harcamalar\u0131n\u0131n ayl\u0131k y\u00fczde 0,2 art\u0131\u015fla y\u0131ll\u0131k y\u00fczde 2,8 seviyesinde ger\u00e7ekle\u015fmesi \u00f6ng\u00f6r\u00fcl\u00fcyor. Euro B\u00f6lgesi\u2019nde yar\u0131n t\u00fcketici g\u00fcveni, Cuma g\u00fcn\u00fc PMI verileri izlenecek. \u0130malat PMI\u2019\u0131n Ocak\u2019ta 48,8\u2019den 49,2\u2019ye, hizmet PMI\u2019\u0131n 52,4\u2019ten 52,6\u2019ya y\u00fckselmesi bekleniyor. Yar\u0131n Japonya\u2019da ticaret verileri, Cuma g\u00fcn\u00fc ise T\u00dcFE verisi ve Japonya Merkez Bankas\u0131\u2019n\u0131n faiz karar\u0131 ile gelecek d\u00f6neme ili\u015fkin projeksiyonlar\u0131 a\u00e7\u0131klanacak.<\/p>\n<p>Endeksin, k\u00fcresel piyasalardaki zay\u0131f risk i\u015ftah\u0131n\u0131n etkisiyle g\u00fcne temkinli ba\u015flang\u0131\u00e7 yapaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz. Jeopolitik belirsizlikler ve ticaret gerilimlerinin yaratt\u0131\u011f\u0131 bask\u0131 k\u0131sa vadede fiyatlamalar \u00fczerinde etkili olurken, a\u00e7\u0131l\u0131\u015fta ihtiyatl\u0131 bir g\u00f6r\u00fcn\u00fcm \u00f6ne \u00e7\u0131kabilir.<\/p>\n<p>Yurt i\u00e7inde bug\u00fcn \u00f6ne \u00e7\u0131kan bir veri bulunmuyor.<\/p>\n<p>Yurt i\u00e7inde yar\u0131n t\u00fcketici g\u00fcven endeksi, reel sekt\u00f6r g\u00fcven endeksi, kapasite kullan\u0131m oran\u0131 ve TCMB\u2019nin faiz karar\u0131 izlenecek. TCMB Aral\u0131k toplant\u0131s\u0131nda politika faizini 150 baz puan indirerek y\u00fczde 38 seviyesine d\u00fc\u015f\u00fcrm\u00fc\u015ft\u00fc. Ocak ay\u0131 beklentisi de 150 baz puan indirim olmas\u0131 y\u00f6n\u00fcnde bulunuyor.<\/p>\n<p>K\u00fcresel tarafta, Almanya\u2019da ZEW E\u011filim Endeksi 59,6 ile beklentilerin \u00fczerinde a\u00e7\u0131kland\u0131. Veri g\u00fcndeminin zay\u0131f oldu\u011fu g\u00fcnde tahvil piyasalar\u0131nda sat\u0131c\u0131l\u0131 seyir izlendi. ABD 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizi y\u00fczde 4,29, Almanya 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizi 2 bp art\u0131\u015fla y\u00fczde 2,86 seviyesinden i\u015flem g\u00f6rd\u00fc.<\/p>\n<p>T\u00fcrkiye\u2019nin 5 y\u0131ll\u0131k Dolar cinsi CDS risk primi 3 bp art\u0131\u015fla 222 bp seviyesine y\u00fckselirken, Eyl\u00fcl 2035 vadeli 10 y\u0131ll\u0131k Eurobond faizi 12 bp art\u0131\u015fla y\u00fczde 6,79 seviyesinden i\u015flem g\u00f6rd\u00fc.<\/p>\n<p>D\u00f6viz taraf\u0131nda, maj\u00f6r para birimleri ABD Dolar\u0131 kar\u015f\u0131s\u0131nda \u00e7o\u011funlukla de\u011fer kazand\u0131. Dolar Endeksi 98,541 seviyesine gerilerken, Euro\/Dolar paritesi 1,1734 seviyesine y\u00fckseldi. Dolar\/TL spot kuru ise 43,29 seviyesinden i\u015flem g\u00f6rd\u00fc.<\/p>\n<p>Yurt i\u00e7inde, TL tahvillerde kar\u0131\u015f\u0131k bir seyir izlendi. 2 y\u0131ll\u0131k g\u00f6sterge tahvilin bile\u015fik faizi 2 bp azal\u0131\u015fla y\u00fczde 35,82 seviyesine d\u00fc\u015ferken, 10 y\u0131ll\u0131k g\u00f6sterge tahvilin bile\u015fik faizi 22 bp art\u0131\u015fla y\u00fczde 30,03 seviyesinden i\u015flem g\u00f6rd\u00fc. B\u0130ST Kesin Al\u0131m Sat\u0131m Pazar\u0131\u2019nda i\u015flem hacmi 39,3 milyar TL\u2019ye y\u00fckseldi.<\/p>\n<p>Astor Enerji (ASTOR, Pozitif):\u00a0\u015eirket ile ABD\u2019de yerle\u015fik bir firma aras\u0131nda, 50 MVA ile 200 MVA aras\u0131nda de\u011fi\u015fen g\u00fc\u00e7 transformat\u00f6rleri i\u00e7in, 2027 y\u0131l\u0131 i\u00e7erisinde teslim edilmesi planlanan 164,3 milyon dolar tutar\u0131nda \u00dcretim Kapasitesi Rezervasyon S\u00f6zle\u015fmesi imzaland\u0131.<\/p>\n<p>Mia Teknoloji (MIATK, S\u0131n\u0131rl\u0131 Pozitif):\u00a0\u015eirketin ba\u011fl\u0131 ortakl\u0131\u011f\u0131 Tripy Mobility Teknoloji A.\u015e., elektrikli mikromobilite filolar\u0131nda kullan\u0131lan bataryalar\u0131n s\u00fcrd\u00fcr\u00fclebilir y\u00f6netimine y\u00f6nelik olarak Valeo Service ve VoltR ile bir Letter of Intention (Niyet Mektubu) imzalad\u0131.<\/p>\n<p>Giri\u015fim Elektrik (GESAN, Pozitif):\u00a0\u015eirket, yurti\u00e7inde yerle\u015fik bir firma ile firman\u0131n sahip oldu\u011fu g\u00fcne\u015f enerjisi santrali sahalar\u0131n\u0131n \u201cEnerji Nakil Hatt\u0131 \u0130n\u015faat, Tedarik, Nakliye, Montaj ve Devreye Alma Yap\u0131m \u0130\u015fi\u201d i\u00e7in anla\u015fmaya vard\u0131. Anla\u015fma baz bedeli vergiler hari\u00e7 8,9 milyon dolard\u0131r.Enerya Enerji (ENERY, N\u00f6tr):\u00a0\u015eirket taraf\u0131ndan 2<\/p>\n<p>20.01.2026 tarihinde Borsa \u0130stanbul A.\u015e. nezdinde pay ba\u015f\u0131na 9,11 TL fiyattan toplam 50.000 adet pay geri al\u0131nd\u0131. B\u00f6ylelikle \u015firketin sahip oldu\u011fu ENERY paylar\u0131 toplam\u0131 316.185.497 adede ula\u015ft\u0131 (\u015eirket sermayesine oran\u0131 y\u00fczde 3,5132).&#039;&#039;<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 21 Ocak (Hibya)-Halk Yat\u0131r\u0131m, makro veri taraf\u0131n\u0131n zay\u0131f seyretti\u011fi Asya &#8211; Pasifik piyasalar\u0131nda, ABD\u2019nin Gr\u00f6nland talepleri konusundaki artan jeopolitik belirsizlik nedeniyle bu sabah a\u011f\u0131rl\u0131kl\u0131 negatif seyirin  hakim oldu\u011funu bildirdi<\/p>\n","protected":false},"author":1,"featured_media":36152,"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-36151","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\/36151","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=36151"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/36151\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/36152"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=36151"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=36151"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=36151"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}