Pusula Yat\u0131r\u0131m'\u0131n de\u011ferlendirmesinde, k\u00fcresel tarafta gerginlik azaltma \u00e7abalar\u0131 devam etse de kendi i\u00e7 dinamiklerinde ya\u015fad\u0131klar\u0131 problemlerin, riskli varl\u0131klara sat\u0131\u015f bask\u0131s\u0131 olarak geri d\u00f6nd\u00fc\u011f\u00fc belirtildi. ABD\u2019de hava ko\u015fullar\u0131 ve tekrardan h\u00fck\u00fcmet kapanma olas\u0131l\u0131\u011f\u0131n\u0131n, Avrupa\u2019da 4. \u00e7eyrek finansallar\u0131n\u0131n beklenenden daha zay\u0131f olu\u015fu ve Asya-Pasifik\u2019te Japonya h\u00fck\u00fcmetinin kura m\u00fcdahale olas\u0131l\u0131\u011f\u0131 gibi g\u00fcndemlerle yeni g\u00fcne ba\u015fland\u0131\u011f\u0131 aktar\u0131l\u0131rken \u015fu bilgiler verildi:<\/p>\n
“\u0130\u00e7 tarafta Cuma ak\u015fam\u0131 2 \u00f6nemli karar geldi. Bekledi\u011fimiz gibi Fitch ve Moody\u2019s herhangi bir not aksiyonu almad\u0131. Fitch, g\u00f6r\u00fcn\u00fcm\u00fc pozitife revize ederken 0\u2019c\u0131 hoca Moody\u2019s ise herhangi bir pozisyon de\u011fi\u015fiminde bulunmad\u0131. 17 Temmuz tarihli Fitch de\u011ferlendirmesinde bir not art\u0131r\u0131m\u0131 beklemek pekte zor olmaz diye de\u011ferlendiriyoruz. Not g\u00f6r\u00fcn\u00fcm\u00fc ve art\u0131r\u0131m\u0131 aras\u0131nda ralli yapmay\u0131 seven piyasam\u0131z oldu\u011funu hat\u0131rlatmakta fayda var. Not art\u0131r\u0131m\u0131 sonras\u0131 ise beklentiler al\u0131n\u0131r ger\u00e7ekle\u015fmeler sat\u0131l\u0131r diye k\u0131sa vadeli d\u00fczeltmeyi de sevdi\u011fimizi hat\u0131rlatal\u0131m.<\/p>\n
TCMB, s\u0131cak paray\u0131 i\u00e7eride tutmakta kararl\u0131 g\u00f6r\u00fcn\u00fcyor. Yeni ald\u0131\u011f\u0131 zorunlu kar\u015f\u0131l\u0131k aksiyonlar\u0131 ile birlikte YP fonlama i\u015ftahl\u0131 \u00f6zel ve yat\u0131r\u0131m bankac\u0131l\u0131\u011f\u0131na bask\u0131 unsuru, kamu ve kat\u0131l\u0131m bankac\u0131l\u0131\u011f\u0131na ise TL kompozisyon i\u015ftah\u0131 ile avantaj sa\u011flayaca\u011f\u0131n\u0131 de\u011ferlendiriyoruz. S\u00fcrecin fonlamaya y\u00f6nelik etkilerini yak\u0131ndan takip ediyor olaca\u011f\u0131z.<\/p>\n
\u0130\u00e7 tarafta 4.\u00e7eyrek finansallar\u0131na ba\u015fl\u0131yoruz. Art\u0131k hisse senetlerinin endeks toplam\u0131 yerine \u015firket bazl\u0131 fiyatlama oda\u011f\u0131n\u0131 takip etmeyi bekliyoruz. Bu hafta sigortalar \u00f6n\u00fcm\u00fczdeki hafta ise bankac\u0131l\u0131k sekt\u00f6r\u00fc g\u00fcndemimiz olacak. Kar tahminleri ve hedef fiyatlar\u0131m\u0131z\u0131n yan\u0131 s\u0131ra bilan\u00e7o de\u011ferlendirmelerinde de sizi destekliyor olaca\u011f\u0131z. 13 bin yukar\u0131 y\u00f6nl\u00fc ivme ve kal\u0131c\u0131l\u0131k i\u00e7in ana oda\u011f\u0131m\u0131z olurken a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131larda 12748 ve 12522 seviyelerini takip etmeye devam edece\u011fiz. TURSG, 4.\u00e7eyrekte 5,1 milyar TL net kar ile tahminimize tam paralel geldi. Finansal\u0131n\u0131 \u00f6n bak\u0131\u015fta olumlu de\u011ferlendiriyoruz.”<\/p>\n
<\/strong> \u0130stanbul, 26 Ocak (Hibya) – Pusula Yat\u0131r\u0131m, k\u00fcresel tarafta gerginlik azaltma \u00e7abalar\u0131 devam etse de kendi i\u00e7 dinamiklerinde ya\u015fad\u0131klar\u0131 problemlerin, riskli varl\u0131klara sat\u0131\u015f bask\u0131s\u0131 olarak geri d\u00f6nd\u00fc\u011f\u00fcn\u00fc bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":38082,"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-38081","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\/38081","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=38081"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/38081\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/38082"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=38081"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=38081"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=38081"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"