{"id":190474,"date":"2024-07-26T18:16:42","date_gmt":"2024-07-26T15:16:42","guid":{"rendered":"https:\/\/www.enerjigazetesi.ist\/?p=190474"},"modified":"2024-07-26T18:16:42","modified_gmt":"2024-07-26T15:16:42","slug":"ali-kerim-akkoyunlu-yabanci-yatirimci-2025-turkiye-sini-fiyatliyor","status":"publish","type":"post","link":"https:\/\/www.enerjigazetesi.ist\/en\/ali-kerim-akkoyunlu-yabanci-yatirimci-2025-turkiye-sini-fiyatliyor\/","title":{"rendered":"(Turkish) Ali Kerim Akkoyunlu: “Yabanc\u0131 Yat\u0131r\u0131mc\u0131 2025 T\u00fcrkiye\u2019sini Fiyatl\u0131yor”"},"content":{"rendered":"

Sorry, this entry is only available in Turkish<\/a>. For the sake of viewer convenience, the content is shown below in the alternative language. You may click the link to switch the active language.<\/p>

<\/p>\n

T\u00fcrkiye sermaye piyasalar\u0131n\u0131n \u00f6nde gelen kurulu\u015flar\u0131ndan olan Gedik Yat\u0131r\u0131m Ara\u015ft\u0131rma Direkt\u00f6r\u00fc Ali Kerim Akkoyunlu, izlenen s\u0131k\u0131 para politikas\u0131n\u0131n yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n piyasalara olan ilgisini art\u0131rd\u0131\u011f\u0131n\u0131 belirterek, \u201cYabanc\u0131 yat\u0131r\u0131mc\u0131 asl\u0131nda 2025 T\u00fcrkiye\u2019sini fiyatl\u0131yor\u201d dedi.<\/strong><\/h2>\n

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Hazine ve Maliye Bakan\u0131 Mehmet \u015eim\u015fek liderli\u011findeki ekonomi y\u00f6netiminin att\u0131\u011f\u0131 olumlu ad\u0131mlar, yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n T\u00fcrkiye\u2019ye bak\u0131\u015f a\u00e7\u0131s\u0131n\u0131 olumluya \u00e7evirdi. T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n (TCMB)<\/strong> s\u0131k\u0131la\u015fma ad\u0131mlar\u0131n\u0131n enflasyonun d\u00fc\u015fece\u011fine dair inanc\u0131 g\u00fc\u00e7lendirmesiyle \u00f6zellikle tahvil piyasas\u0131nda yo\u011fun yabanc\u0131 ilgisi g\u00f6zlemlenirken, yabanc\u0131 yat\u0131r\u0131mc\u0131n\u0131n hisse senedi piyasas\u0131na kar\u015f\u0131 hen\u00fcz temkinli kald\u0131\u011f\u0131 s\u00f6ylenebilir. Yabanc\u0131 yat\u0131r\u0131mc\u0131lar mart sonundan beri tahvil piyasas\u0131nda 11 milyar dolar net al\u0131m ger\u00e7ekle\u015ftirirken, hisse senetlerinde nisan ay\u0131ndaki 1,2 milyar dolarl\u0131k al\u0131mlar\u0131n\u0131n ard\u0131ndan sonraki haftalarda toplamda yakla\u015f\u0131k 2,0 milyar dolar sat\u0131\u015f ger\u00e7ekle\u015ftirdiler.<\/p>\n

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Gedik Yat\u0131r\u0131m Ara\u015ft\u0131rma Direkt\u00f6r\u00fc Ali Akkoyunlu<\/p><\/div>\n

Gedik Yat\u0131r\u0131m Ara\u015ft\u0131rma Direkt\u00f6r\u00fc Ali Akkoyunlu,\u00a0<\/strong>yabanc\u0131lar\u0131n 3 May\u0131s haftas\u0131nda hisse senetlerinde 311 milyon dolarl\u0131k al\u0131m yapt\u0131\u011f\u0131n\u0131 hat\u0131rlatarak, \u201cBu al\u0131m hareketi, Yap\u0131 Kredi Bankas\u0131\u2019n\u0131n sat\u0131\u015f haberinin etkisiyle zirve yapt\u0131. Sonras\u0131nda g\u00f6r\u00fc\u015fmelere dair bir geli\u015fme olmad\u0131\u011f\u0131n\u0131n a\u00e7\u0131klanmas\u0131yla yabanc\u0131 yat\u0131r\u0131mc\u0131lar sat\u0131\u015fa ge\u00e7ti ve Temmuz\u2019un ikinci haftas\u0131na (12.07.2024) kadar nette kabaca 2 milyar dolarl\u0131k hisse senedi sat\u0131\u015f\u0131 oldu. Kar rakamlar\u0131n\u0131n kuvvetsiz gelmesi ara ara ilgiyi azaltsa da yabanc\u0131 yat\u0131r\u0131mc\u0131 asl\u0131nda 2025 T\u00fcrkiye\u2019sini fiyatl\u0131yor. Faiz indirim d\u00f6ng\u00fcs\u00fcn\u00fcn ba\u015flamas\u0131yla, yabanc\u0131 yat\u0131r\u0131mc\u0131n\u0131n hisse senetlerinde de al\u0131mlar\u0131n\u0131 artt\u0131rmas\u0131 beklenebilir\u201d<\/em> \u015feklinde konu\u015ftu.<\/p>\n

Yat\u0131r\u0131mlar\u0131n Stok De\u011feri 54 Milyar Dolara Y\u00fckseldi<\/strong><\/h3>\n

2018 y\u0131l\u0131n\u0131n ba\u015flar\u0131ndan itibaren h\u0131zla d\u00fc\u015f\u00fc\u015fe ge\u00e7en yurt d\u0131\u015f\u0131 yerle\u015fiklerin portf\u00f6y yat\u0131r\u0131mlar\u0131nda, May\u0131s 2023\u2019ten sonra Ortodoks ekonomi politikalar\u0131na ge\u00e7i\u015fle dipten d\u00f6n\u00fc\u015f yapt\u0131\u011f\u0131n\u0131 belirten Akkoyunlu,\u00a0<\/em><\/strong>\u201c\u00d6zellikle D\u0130BS piyasas\u0131na yabanc\u0131 giri\u015flerinin Mart 2024 yerel se\u00e7imlerinin ard\u0131ndan h\u0131z kazand\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor. Rakamlarla ifade edersek, Ocak 2018 ile May\u0131s 2023 aras\u0131 d\u00f6nemde hisse senetlerinden 11,4 milyar dolar, D\u0130BS\u2019lerden de 10,1 milyar dolar olmak \u00fczere toplam 22,5 milyar dolarl\u0131k portf\u00f6y \u00e7\u0131k\u0131\u015f\u0131 ya\u015fan\u0131rken, bu tarihten sonra hisse senetlerine 1,8 milyar dolar, D\u0130BS\u2019lere 12,5 milyar dolar olmak \u00fczere toplamda 14,3 milyar dolarl\u0131k yabanc\u0131 giri\u015fi oldu. Bu s\u00fcre\u00e7te yat\u0131r\u0131mlar\u0131n stok de\u011feri ise kabaca 23 milyar dolardan 54 milyar dolara y\u00fckselmi\u015f<\/strong> durumda. \u00d6nemli art\u0131\u015fa kar\u015f\u0131n, bu rakam, 2013\u2019\u00fcn May\u0131s<\/strong> ay\u0131ndaki 133 milyar dolar<\/strong>\u0131n ya da 2018<\/strong> ba\u015f\u0131ndaki 85 milyar dolar\u0131n<\/strong> halen \u00e7ok alt\u0131nda kal\u0131yor. Ayr\u0131ca, bunlar\u0131n d\u0131\u015f\u0131nda swap kanal\u0131ndan da \u2018carry trade\u2019 ama\u00e7l\u0131 olarak, 2024\u2019\u00fcn Mart sonundan bu yana kabaca 20 milyar dolar civar\u0131nda yabanc\u0131 sermaye giri\u015fi<\/strong> oldu\u011funu g\u00f6r\u00fcyoruz.\u201d<\/em> diye konu\u015ftu.<\/p>","protected":false},"excerpt":{"rendered":"

Sorry, this entry is only available in Turkish. For the sake of viewer convenience, the content is shown below in the alternative language. You may click the link to switch the active language. T\u00fcrkiye sermaye piyasalar\u0131n\u0131n \u00f6nde gelen kurulu\u015flar\u0131ndan olan Gedik Yat\u0131r\u0131m Ara\u015ft\u0131rma Direkt\u00f6r\u00fc Ali Kerim Akkoyunlu, izlenen s\u0131k\u0131 para politikas\u0131n\u0131n yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n piyasalara olan […]<\/p>\n","protected":false},"author":1,"featured_media":190476,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[53],"tags":[104478,21227,100157,114707,6395],"views":67,"_links":{"self":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/190474"}],"collection":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/comments?post=190474"}],"version-history":[{"count":0,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/190474\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/media\/190476"}],"wp:attachment":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/media?parent=190474"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/categories?post=190474"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/tags?post=190474"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}