{"status":true,"post":{"id":46769,"user_id":30,"status":1,"type":1,"orde":null,"notification_type":3,"static_post":0,"published_at":"2023-12-25 09:15:00","created_at":"2023-12-25T06:15:00.000000Z","updated_at":"2023-12-25T06:15:00.000000Z","edited_at":"2024-12-17 22:35:21","source_id":null,"post_id":46769,"is_featured":0,"title":"Ak\u0131ll\u0131 yat\u0131r\u0131m adresi Afrika k\u0131tas\u0131","slider_title":null,"slider_title_2":null,"slider_spot_title":null,"slider_spot_title_2":null,"home_title":null,"sub_title":null,"category_id":73,"description":"PROF. DR. AHMET KAVAS","content":"


<\/p>

Afrika\u2019n\u0131n \u00f6n\u00fcm\u00fczdeki birka\u00e7 y\u0131l i\u00e7inde d\u00fcnyan\u0131n geri kalan\u0131n\u0131n \u00f6n\u00fcne ge\u00e7ece\u011fi \u015fimdiden \u00f6ng\u00f6r\u00fcl\u00fcyor. Zira k\u0131tan\u0131n 5 ayr\u0131 b\u00f6lgesi, k\u00fcresel sosyo-ekonomik \u015fartlardan kaynaklanan \u00f6nemli savrulmalara maruz kalsa da istikrarl\u0131 ve orta vadeli beklentilere diren\u00e7li oldu\u011funu g\u00f6steriyor. \u00a0\u00a0<\/span><\/strong><\/p>


<\/p>

Afrika ekonomisi, \u00e7ok say\u0131da \u015foka maruz kalsa da negatife d\u00fc\u015fmedi ve pozitifte kalmay\u0131 ba\u015fard\u0131. \u00dclke olarak ise sadece Sudan ve Ekvator Ginesi negatif bir geli\u015fme kaydetti. 2023-2024 y\u0131llar\u0131ndaki g\u00f6r\u00fcn\u00fcm, istikrarl\u0131 kalmaya devam edece\u011fi y\u00f6n\u00fcnde. K\u0131ta, ak\u0131ll\u0131 yat\u0131r\u0131mc\u0131lar\u0131n adresi olmay\u0131 s\u00fcrd\u00fcrecek.<\/span><\/strong><\/p>


<\/p>

\u00c7ok de\u011fil, \u00e7eyrek as\u0131r \u00f6nce Afrika\u2019da i\u015f yapmay\u0131 ak\u0131llar\u0131n\u0131n ucundan bile ge\u00e7irmeyen bir\u00e7ok devlet, \u015fimdilerde ya do\u011frudan\u00a0<\/span>ya da k\u0131tada tecr\u00fcbe sahibi \u00fclkelerle ortakla\u015fa yat\u0131r\u0131mlara giri\u015fiyor. S\u00f6z konusu devletlerin say\u0131s\u0131 da her ge\u00e7en g\u00fcn art\u0131yor. 21. y\u00fczy\u0131la kadar uzak durulan bu co\u011frafyan\u0131n bir anda reva\u00e7ta olmas\u0131, do\u011frudan ve ak\u0131ll\u0131ca planlanan yat\u0131r\u0131mlar\u0131 kendine \u00e7ekiyor. Hem D\u00fcnya Bankas\u0131\u2019n\u0131n hem de Afrika Kalk\u0131nma Bankas\u0131\u2019n\u0131n y\u0131ll\u0131k yay\u0131nlad\u0131klar\u0131 ekonomik geli\u015fmelere dair raporlar da bu s\u00fcreci a\u015f\u0131r\u0131 derecede te\u015fvik edici bir g\u00f6revi yerine getiriyor.\u00a0<\/span><\/p>

\u00a0<\/span><\/strong><\/p>

HESAPLAR DE\u011e\u0130\u015e\u0130YOR<\/span><\/strong><\/p>

\u00a0<\/span><\/p>

2023 sonu itibar\u0131yla yeni geli\u015fmeler, hem bu senenin hem de gelecek senenin tahminlerini yeniden de\u011ferlendirip a\u015fa\u011f\u0131 y\u00f6nde g\u00f6zden ge\u00e7irmeyi zorunlu hale getirdi. Afrika\u2019da 5 ayr\u0131 b\u00f6lgede yer alan 54 \u00fclkeden 33\u2019\u00fc, son jeopolitik geli\u015fmelerden beklenmedik \u015fekilde etkilendi. \u00d6yle ki, Orta Afrika b\u00f6lgesi \u00fclkelerinde 2022\u2019de yakalanan ortalama y\u00fczde 5.3 oran\u0131ndaki kalk\u0131nma, y\u00fczde 4.1\u2019de kald\u0131. Bu d\u00fc\u015f\u00fc\u015f, may\u0131s ay\u0131nda \u00f6ng\u00f6r\u00fclenden de y\u00fczde 0.8 oran\u0131nda d\u00fc\u015f\u00fck. Sebep olarak da \u00c7ad, Kongo Demokratik Cumhuriyeti ve Orta Afrika Cumhuriyeti\u2019nde 2022-2023 y\u0131llar\u0131nda ya\u015fanan g\u00fcvenlik ve siyasi gerginlikler g\u00f6steriliyor.\u00a0<\/span><\/p>

\u00a0<\/span><\/p>

Do\u011fu Afrika\u2019n\u0131n b\u00fcy\u00fcme tahminindeki a\u015fa\u011f\u0131 y\u00f6nde g\u00f6zden ge\u00e7irmede Sudan\u2019daki i\u00e7 sava\u015f, Etiyopya ile Kenya\u2019da artan bor\u00e7lar\u0131n \u00f6demesindeki s\u0131k\u0131nt\u0131lar ve bor\u00e7 maliyetleriyle birle\u015fince tabii hale geliyor. Ruanda ve Tanzanya gibi \u00fclkelerdeki y\u00fcksek b\u00fcy\u00fcme oranlar\u0131, bu kom\u015fular\u0131nkilerle g\u00f6lgelenince t\u00fcm b\u00f6lgede y\u00fczde 0.7\u2019lik bir d\u00fc\u015f\u00fc\u015fle y\u00fczde 3.4 olarak revize edildi. Kuzey Afrika\u2019da ise M\u0131s\u0131r\u2019da ya\u015fanan deval\u00fcasyon, Tunus ve Cezayir\u2019deki y\u00fcksek enflasyon sebebiyle 2022\u2019deki y\u00fczde 4.7\u2019lik b\u00fcy\u00fcme oran\u0131 y\u00fczde 4\u2019e d\u00fc\u015ft\u00fc. G\u00fcney Afrika b\u00f6lgesindeki b\u00fcy\u00fcme h\u0131z\u0131ndaki hayal k\u0131r\u0131kl\u0131\u011f\u0131 ise ge\u00e7mi\u015f y\u0131llardaki gibi devam ediyor. \u00d6zellikle Nijerya ile birlikte Sahraalt\u0131 Afrika\u2019n\u0131n en b\u00fcy\u00fck ekonomisi G\u00fcney Afrika Cumhuriyeti\u2019ndeki elektrik kesintileri y\u00fcz\u00fcnden kalk\u0131nma h\u0131z\u0131 \u00e7ok yava\u015f seyrediyor. 2022\u2019deki y\u00fczde 2.8\u2019lik oran\u0131n 2023\u2019te y\u00fczde 1.6\u2019ya gerileyece\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor. Bat\u0131 Afrika\u2019da 2023 May\u0131s ay\u0131nda tahmin edilen y\u00fczde 3.3\u2019l\u00fck oran\u0131n y\u00fczde 2.8\u2019e gerilemesinde ise daha \u00e7ok Nijerya\u2019daki yak\u0131t s\u00fcbvansiyonu, d\u00f6viz kurlar\u0131ndaki ani hareketlilikler, Gana\u2019n\u0131n bor\u00e7 s\u0131k\u0131nt\u0131lar\u0131, Mali, Gine, Burkina Faso, Nijer gibi Sahel \u00fclkelerindeki askeri darbeler ve ter\u00f6r sald\u0131r\u0131lar\u0131n\u0131n tar\u0131m sekt\u00f6r\u00fcne menfi etkileri \u00f6nemli rol oynad\u0131.\u00a0<\/span><\/p>

\u00a0<\/span><\/strong><\/p>

5 AYRI B\u00d6LGE<\/span><\/strong><\/p>

\u00a0<\/span><\/p>

Afrika Kalk\u0131nma Bankas\u0131\u2019nca yay\u0131nlanan rapora g\u00f6re, Afrika yava\u015flama i\u00e7inde de olsa y\u00fczde 3.8\u2019lik reel GSYH\u2019sinin b\u00fcy\u00fcmesinin, d\u00fcnya ortalamas\u0131n\u0131n ve \u00c7in ile Hindistan\u2019\u0131n etkinlikte ba\u015f\u0131 \u00e7ektikleri Asya\u2019dan sonra k\u00fcresel anlamda ikinci kalk\u0131nma h\u0131z\u0131n\u0131 yakalayan b\u00f6lge olarak kalaca\u011f\u0131 tahmin ediliyor.<\/span><\/p>

\u00a0<\/span><\/p>

Afrika\u2019n\u0131n \u00f6n\u00fcm\u00fczdeki birka\u00e7 y\u0131l i\u00e7inde d\u00fcnyan\u0131n geri kalan\u0131n\u0131n \u00f6n\u00fcne ge\u00e7ece\u011fi \u015fimdiden \u00f6ng\u00f6r\u00fcl\u00fcyor. Zira k\u0131tan\u0131n 5 ayr\u0131 b\u00f6lgesi, k\u00fcresel sosyo-ekonomik \u015fartlardan kaynaklanan \u00f6nemli savrulmalara maruz kalsa da istikrarl\u0131 ve orta vadeli beklentilere diren\u00e7li oldu\u011funu g\u00f6steriyor.\u00a0<\/span><\/p>

\u00a0<\/span><\/p>

Y\u00dcZDE 7 B\u00dcY\u00dcME<\/span><\/strong><\/p>

\u00a0<\/span><\/p>

Afrika ekonomisi, \u00e7ok say\u0131da \u015foka maruz kalsa da 5 ayr\u0131 b\u00f6lgesinde negatife d\u00fc\u015fmedi ve pozitifte kalmay\u0131 ba\u015fard\u0131. \u00dclke olarak ise sadece Sudan ve Ekvator Ginesi, negatif bir geli\u015fme kaydetti. 2023-2024 y\u0131llar\u0131ndaki g\u00f6r\u00fcn\u00fcm, istikrarl\u0131 kalmaya devam edece\u011fi y\u00f6n\u00fcnde. Covid salg\u0131n\u0131 \u00f6ncesi d\u00f6nemde en iyi performans g\u00f6steren 5 Afrika \u00fclkesinin, bu sene ve gelecek sene de y\u00fczde 5.5\u2019in \u00fczerinde b\u00fcy\u00fcme g\u00f6stermesi bekleniyor. Bu \u00fclkeler Ruanda (y\u00fczde 7.9), Fildi\u015fi Sahili (y\u00fczde 7.1), Benin (y\u00fczde 6.4), Etiyopya (y\u00fczde 6.0) ve Tanzanya (y\u00fczde 5.6). Baz\u0131 Afrika \u00fclkelerinde bu iki sene zarf\u0131nda y\u00fczde 5.5\u2019in \u00fczerinde kalk\u0131nma ya\u015fanacak \u00fclkelerin ise Libya (y\u00fczde 12.9), Senegal (y\u00fczde 9.4), Kongo Demokratik Cumhuriyeti (y\u00fczde 6.8), Mozambik (y\u00fczde 6.5), Gambiya (y\u00fczde 6.4) ve Togo (y\u00fczde 6.3) olaca\u011f\u0131 tahmin ediliyor.<\/span><\/p>

\u00a0<\/span><\/p>

Ekonomik geli\u015fmeler, d\u00fcnyan\u0131n her yerinde ya\u015fand\u0131\u011f\u0131 gibi Afrika\u2019da da g\u00f6zle g\u00f6r\u00fcl\u00fcr ciddi hamleler meyvelerini vermeye ba\u015flad\u0131. Dahas\u0131 istikrarl\u0131 bir \u015fekilde de ilerliyorlar. Birle\u015fmi\u015f Milletler Genel Sekreteri Antonio Guterres\u2019in s\u00fcrd\u00fcr\u00fclebilir kalk\u0131nma hedeflerini desteklemekle g\u00f6revli Jeffrey Sachs\u2019a g\u00f6re, Afrika \u00f6n\u00fcm\u00fczdeki onlarca y\u0131l boyunca s\u00fcrekli olarak y\u00fczde 7, hatta daha fazla b\u00fcy\u00fcyecek, ger\u00e7ek bir h\u0131zlanmaya kavu\u015facak. B\u00f6ylece k\u00fcresel ekonominin en h\u0131zl\u0131 b\u00fcy\u00fcyen bile\u015fenini olu\u015fturacak. Bundan b\u00f6yle Afrika, en fazla yat\u0131r\u0131m \u00e7eken k\u0131ta olacak.<\/span><\/p>

\u00a0<\/span><\/strong><\/p>

EN HIZLI \u0130K\u0130NC\u0130\u00a0<\/span><\/strong><\/p>

\u00a0<\/span><\/p>

Afrika\u2019daki kalk\u0131nman\u0131n son y\u0131llardaki itici g\u00fcc\u00fc, hammadde kaynaklar\u0131 ihracat\u0131 ve bunlar\u0131n fiyatlar\u0131n\u0131n devaml\u0131 artarak b\u00fcy\u00fck oranlarda girdi sa\u011flamalar\u0131. D\u00fcnya \u00e7ap\u0131nda kapsay\u0131c\u0131 b\u00fcy\u00fcme ve s\u00fcrd\u00fcr\u00fclebilir kalk\u0131nman\u0131n te\u015fvik edilmesinde \u00f6nemli bir role sahip. \u00d6zellikle tar\u0131m, enerji piyasalar\u0131, madenler, sa\u011fl\u0131k altyap\u0131s\u0131, ila\u00e7, hafif imalat, ula\u015f\u0131m ve ikmal, dijital ekonomi gibi kilit alanlarda \u00e7ok say\u0131da yat\u0131r\u0131mc\u0131 i\u00e7in alt\u0131n de\u011ferinde imk\u00e2nlar sunacak f\u0131rsatlar var. 2024 y\u0131l\u0131nda k\u0131tan\u0131n 12 \u00fclkesi, d\u00fcnya genelinde ekonomik b\u00fcy\u00fcmede \u00f6ncelikle 20 \u00fclke aras\u0131nda yer alacak. Bunlar Senegal, Moritanya, Libya, Ruanda, Fildi\u015fi Sahili, Kongo Demokratik Cumhuriyeti, Benin, Uganda, Etiyopya, Mozambik, Togo ve Tanzanya olacak. Bunlar\u0131n 2024\u2019te y\u00fczde 6 ve y\u00fczde 10 aras\u0131nda b\u00fcy\u00fcme kaydetmesi bekleniyor. The Economist Intellince Unit dergisine g\u00f6re, Asya\u2019n\u0131n ard\u0131ndan t\u00fcm co\u011frafyalar i\u00e7inde Afrika, en h\u0131zl\u0131 b\u00fcy\u00fcyen ikinci k\u0131ta olacak. 54 \u00fclkesinin ortalama GSYH\u2019si 2023\u2019te y\u00fczde 2.6, 2024\u2019te ise y\u00fczde 3.2 seviyesinde olacak. Yine bunlar\u0131 k\u0131tada yap\u0131lacak se\u00e7imlerin sonu\u00e7lar\u0131 ve mali s\u0131k\u0131nt\u0131lar menfi veya m\u00fcspet y\u00f6nde tayin edebilir. \u00a0 \u00a0\u00a0<\/span><\/p>

\u00a0<\/span><\/p>

YATIRIM FIRSATLARI VE R\u0130SKLER<\/span><\/strong><\/p>

\u00a0<\/span><\/p>

T\u00fcrkiye, son 20 y\u0131lda \u00f6zel yat\u0131r\u0131mc\u0131lar\u0131n ba\u015f\u0131n\u0131 \u00e7ekti\u011fi hamleleri ve devletler aras\u0131 \u00e7ok y\u00f6nl\u00fc ekonomik yat\u0131r\u0131mlar\u0131n desteklenmesiyle Afrika\u2019n\u0131n farkl\u0131 \u00fclkeleriyle 4 milyar dolar\u0131 a\u015fan ticaret hacmini 10 kat art\u0131rarak, \u015fimdilerde 40 milyar dolar\u0131n \u00fczerine \u00e7\u0131kard\u0131. Her t\u00fcrl\u00fc m\u00fcteahhitlik hizmetleri, b\u00fcy\u00fck altyap\u0131 projelerinden havaalanlar\u0131, limanlar, demiryollar\u0131 ve karayollar\u0131 in\u015fas\u0131nda adeta en etkili birka\u00e7 \u00fclke aras\u0131na girmeyi ba\u015fard\u0131. G\u0131da sanayinden tekstile, demir-\u00e7elik gibi a\u011f\u0131r sanayi kollar\u0131na kadar \u00e7ok say\u0131da farkl\u0131 i\u015f kollar\u0131ndaki \u00fcretim tesisleri kurumu ve \u00e7al\u0131\u015ft\u0131r\u0131lmas\u0131, market\u00e7ilik, ula\u015f\u0131m, ileti\u015fim, e\u011fitim ve sa\u011fl\u0131k hizmetleri ile adeta en \u00e7ok aranan \u00fclkelerden biri konumuna geldi. Ne var ki, bu olumlu geli\u015fmeler daha \u00f6nce etkin bir\u00e7ok \u00fclkenin alandan \u00e7ekilmesine sebep olan baz\u0131 riskleri de b\u00fcnyesinde ta\u015f\u0131yor. Hen\u00fcz yok denecek kadar az faaliyet g\u00f6sterilen alanlardan biri bankac\u0131l\u0131k olup bu eksi\u011fin bir an evvel tamamlanmamas\u0131, yak\u0131n gelecekte ekonomik ili\u015fkilerimiz dahil t\u00fcm faaliyetlerimiz i\u00e7in \u00f6nemli bir risk te\u015fkil edebilir. \u00d6te yandan, Uluslararas\u0131 Kalk\u0131nma Ajans\u0131 IDA\u2019ya g\u00f6re, 2015 y\u0131l\u0131nda t\u00fcm Afrika\u2019da bor\u00e7 s\u0131k\u0131nt\u0131s\u0131 \u00e7eken \u00fclkelerin oran\u0131 y\u00fczde 27 iken, 2023\u2019te bu oran y\u00fczde 55\u2019e y\u00fckselmi\u015f durumda. Bu da yat\u0131r\u0131mlar i\u00e7in bir risk olu\u015fturuyor.<\/span><\/p>

\u00a0<\/span><\/p>

T\u00dcRK T\u00dcCCARININ Y\u00d6NEL\u0130\u015e\u0130<\/span><\/strong><\/p>

\u00a0<\/span><\/p>

Afrika \u00fclkelerinin ihtiya\u00e7 duydu\u011fu her alanda tecr\u00fcbe sahibi yat\u0131r\u0131mc\u0131 i\u015f adamlar\u0131m\u0131z, beynelmilel g\u00fc\u00e7teki t\u00fcccar\u0131m\u0131z her ge\u00e7en sene Afrika\u2019ya daha fazla y\u00f6neliyor. Hem D\u00fcnya Bankas\u0131\u2019n\u0131n hem de Afrika Kalk\u0131nma Bankas\u0131\u2019n\u0131n g\u00fcncel ekonomik raporlar\u0131yla da teyit edildi\u011fi \u00fczere daralan t\u00fcm pazarlar i\u00e7in bu k\u0131ta \u00fclkeleri yeni f\u0131rsatlar sunuyor. Sadece THY\u2019nin 2000\u2019li y\u0131llar\u0131n ba\u015f\u0131nda az say\u0131da Afrika \u00fclkesine ba\u015flatt\u0131\u011f\u0131 seferlerini 40\u2019tan fazla \u00fclkeye yaymas\u0131, ba\u015fl\u0131 ba\u015f\u0131na daralan k\u00fcresel ekonominin can simidinin gelecek on y\u0131llarda bu co\u011frafyada olaca\u011f\u0131 art\u0131k herhangi bir \u015f\u00fcpheye mahal b\u0131rakm\u0131yor.\u00a0<\/span><\/p>

\u00a0<\/span><\/strong><\/p>

\u0130HT\u0130YA\u00c7 HER ALANDA<\/span><\/strong><\/p>

\u00a0<\/span><\/p>

D\u00fcnya ekonomisi daral\u0131rken, Afrika tam tersine geni\u015flemeye devam edecek. Ge\u00e7mi\u015fte geri kalm\u0131\u015fl\u0131\u011fa mahkum edili\u015fini telafi edecek \u00e7al\u0131\u015fmalar, ihtiya\u00e7 duyulan her alana yay\u0131larak s\u00fcrd\u00fcr\u00fcl\u00fcyor. B\u00fcy\u00fck al\u0131\u015fveri\u015f merkezlerinden turistik tesislere, modern havaalanlar\u0131ndan kongre merkezlerine kadar bir\u00e7o\u011funa T\u00fcrk insan\u0131n\u0131n m\u00fchr\u00fc vurulmu\u015f durumda. Yeter ki, bunlarla iktifa edilmeyip daha da geli\u015fmi\u015fleri ile k\u0131tada rakiplerinin \u00f6n\u00fcnde yer alacak \u015fekilde varl\u0131k g\u00f6stermi\u015f olsun. 21. y\u00fczy\u0131ldaki \u00f6nemli yat\u0131r\u0131mlar\u0131n merkezi Afrika olacak ve bunu bilin\u00e7li \u015fekilde yapana da yapt\u0131rana da beklenenin \u00fczerinde kazan\u00e7 sa\u011flayacak. \u00a0\u00a0<\/span><\/p>","slug":"akilli-yatirim-adresi-afrika-kitasi","tags":null,"meta_title":null,"meta_description":null,"meta_keywords":null,"news_cover_min":"\/front\/uploads\/blog\/thumbnail\/1703451600bhmpr5teaKOraXb.webp","news_cover":null,"news_video_min":null,"news_video":null,"view_count":2429,"cropped_1200x675":null,"user":{"id":30,"name":"AHMET","surname":"KAVAS","email":"prof-dr-ahmet-kavas@gmail.com","slug":"prof-dr-ahmet-kavas","avatar":"\/front\/uploads\/avatar\/17336916002RXDhDXyMw3kEXW.webp","status":1,"role":1,"email_verified_at":null,"orde":null,"created_at":"2022-10-24T11:09:13.000000Z","updated_at":"2024-12-18T09:44:44.000000Z","seo_title":null,"seo_description":null},"translations":[{"id":46895,"is_featured":0,"is_amp":0,"is_ads":0,"ads_link":null,"post_id":46769,"locale":"tr","category_id":73,"title":"Ak\u0131ll\u0131 yat\u0131r\u0131m adresi Afrika k\u0131tas\u0131","home_title":null,"sub_title":null,"slider_title":null,"slider_title_2":null,"slider_spot_title":null,"slider_spot_title_2":null,"subtitleuse":0,"description":"PROF. DR. AHMET KAVAS","content":"


<\/p>

Afrika\u2019n\u0131n \u00f6n\u00fcm\u00fczdeki birka\u00e7 y\u0131l i\u00e7inde d\u00fcnyan\u0131n geri kalan\u0131n\u0131n \u00f6n\u00fcne ge\u00e7ece\u011fi \u015fimdiden \u00f6ng\u00f6r\u00fcl\u00fcyor. Zira k\u0131tan\u0131n 5 ayr\u0131 b\u00f6lgesi, k\u00fcresel sosyo-ekonomik \u015fartlardan kaynaklanan \u00f6nemli savrulmalara maruz kalsa da istikrarl\u0131 ve orta vadeli beklentilere diren\u00e7li oldu\u011funu g\u00f6steriyor. \u00a0\u00a0<\/span><\/strong><\/p>


<\/p>

Afrika ekonomisi, \u00e7ok say\u0131da \u015foka maruz kalsa da negatife d\u00fc\u015fmedi ve pozitifte kalmay\u0131 ba\u015fard\u0131. \u00dclke olarak ise sadece Sudan ve Ekvator Ginesi negatif bir geli\u015fme kaydetti. 2023-2024 y\u0131llar\u0131ndaki g\u00f6r\u00fcn\u00fcm, istikrarl\u0131 kalmaya devam edece\u011fi y\u00f6n\u00fcnde. K\u0131ta, ak\u0131ll\u0131 yat\u0131r\u0131mc\u0131lar\u0131n adresi olmay\u0131 s\u00fcrd\u00fcrecek.<\/span><\/strong><\/p>


<\/p>

\u00c7ok de\u011fil, \u00e7eyrek as\u0131r \u00f6nce Afrika\u2019da i\u015f yapmay\u0131 ak\u0131llar\u0131n\u0131n ucundan bile ge\u00e7irmeyen bir\u00e7ok devlet, \u015fimdilerde ya do\u011frudan\u00a0<\/span>ya da k\u0131tada tecr\u00fcbe sahibi \u00fclkelerle ortakla\u015fa yat\u0131r\u0131mlara giri\u015fiyor. S\u00f6z konusu devletlerin say\u0131s\u0131 da her ge\u00e7en g\u00fcn art\u0131yor. 21. y\u00fczy\u0131la kadar uzak durulan bu co\u011frafyan\u0131n bir anda reva\u00e7ta olmas\u0131, do\u011frudan ve ak\u0131ll\u0131ca planlanan yat\u0131r\u0131mlar\u0131 kendine \u00e7ekiyor. Hem D\u00fcnya Bankas\u0131\u2019n\u0131n hem de Afrika Kalk\u0131nma Bankas\u0131\u2019n\u0131n y\u0131ll\u0131k yay\u0131nlad\u0131klar\u0131 ekonomik geli\u015fmelere dair raporlar da bu s\u00fcreci a\u015f\u0131r\u0131 derecede te\u015fvik edici bir g\u00f6revi yerine getiriyor.\u00a0<\/span><\/p>

\u00a0<\/span><\/strong><\/p>

HESAPLAR DE\u011e\u0130\u015e\u0130YOR<\/span><\/strong><\/p>

\u00a0<\/span><\/p>

2023 sonu itibar\u0131yla yeni geli\u015fmeler, hem bu senenin hem de gelecek senenin tahminlerini yeniden de\u011ferlendirip a\u015fa\u011f\u0131 y\u00f6nde g\u00f6zden ge\u00e7irmeyi zorunlu hale getirdi. Afrika\u2019da 5 ayr\u0131 b\u00f6lgede yer alan 54 \u00fclkeden 33\u2019\u00fc, son jeopolitik geli\u015fmelerden beklenmedik \u015fekilde etkilendi. \u00d6yle ki, Orta Afrika b\u00f6lgesi \u00fclkelerinde 2022\u2019de yakalanan ortalama y\u00fczde 5.3 oran\u0131ndaki kalk\u0131nma, y\u00fczde 4.1\u2019de kald\u0131. Bu d\u00fc\u015f\u00fc\u015f, may\u0131s ay\u0131nda \u00f6ng\u00f6r\u00fclenden de y\u00fczde 0.8 oran\u0131nda d\u00fc\u015f\u00fck. Sebep olarak da \u00c7ad, Kongo Demokratik Cumhuriyeti ve Orta Afrika Cumhuriyeti\u2019nde 2022-2023 y\u0131llar\u0131nda ya\u015fanan g\u00fcvenlik ve siyasi gerginlikler g\u00f6steriliyor.\u00a0<\/span><\/p>

\u00a0<\/span><\/p>

Do\u011fu Afrika\u2019n\u0131n b\u00fcy\u00fcme tahminindeki a\u015fa\u011f\u0131 y\u00f6nde g\u00f6zden ge\u00e7irmede Sudan\u2019daki i\u00e7 sava\u015f, Etiyopya ile Kenya\u2019da artan bor\u00e7lar\u0131n \u00f6demesindeki s\u0131k\u0131nt\u0131lar ve bor\u00e7 maliyetleriyle birle\u015fince tabii hale geliyor. Ruanda ve Tanzanya gibi \u00fclkelerdeki y\u00fcksek b\u00fcy\u00fcme oranlar\u0131, bu kom\u015fular\u0131nkilerle g\u00f6lgelenince t\u00fcm b\u00f6lgede y\u00fczde 0.7\u2019lik bir d\u00fc\u015f\u00fc\u015fle y\u00fczde 3.4 olarak revize edildi. Kuzey Afrika\u2019da ise M\u0131s\u0131r\u2019da ya\u015fanan deval\u00fcasyon, Tunus ve Cezayir\u2019deki y\u00fcksek enflasyon sebebiyle 2022\u2019deki y\u00fczde 4.7\u2019lik b\u00fcy\u00fcme oran\u0131 y\u00fczde 4\u2019e d\u00fc\u015ft\u00fc. G\u00fcney Afrika b\u00f6lgesindeki b\u00fcy\u00fcme h\u0131z\u0131ndaki hayal k\u0131r\u0131kl\u0131\u011f\u0131 ise ge\u00e7mi\u015f y\u0131llardaki gibi devam ediyor. \u00d6zellikle Nijerya ile birlikte Sahraalt\u0131 Afrika\u2019n\u0131n en b\u00fcy\u00fck ekonomisi G\u00fcney Afrika Cumhuriyeti\u2019ndeki elektrik kesintileri y\u00fcz\u00fcnden kalk\u0131nma h\u0131z\u0131 \u00e7ok yava\u015f seyrediyor. 2022\u2019deki y\u00fczde 2.8\u2019lik oran\u0131n 2023\u2019te y\u00fczde 1.6\u2019ya gerileyece\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor. Bat\u0131 Afrika\u2019da 2023 May\u0131s ay\u0131nda tahmin edilen y\u00fczde 3.3\u2019l\u00fck oran\u0131n y\u00fczde 2.8\u2019e gerilemesinde ise daha \u00e7ok Nijerya\u2019daki yak\u0131t s\u00fcbvansiyonu, d\u00f6viz kurlar\u0131ndaki ani hareketlilikler, Gana\u2019n\u0131n bor\u00e7 s\u0131k\u0131nt\u0131lar\u0131, Mali, Gine, Burkina Faso, Nijer gibi Sahel \u00fclkelerindeki askeri darbeler ve ter\u00f6r sald\u0131r\u0131lar\u0131n\u0131n tar\u0131m sekt\u00f6r\u00fcne menfi etkileri \u00f6nemli rol oynad\u0131.\u00a0<\/span><\/p>

\u00a0<\/span><\/strong><\/p>

5 AYRI B\u00d6LGE<\/span><\/strong><\/p>

\u00a0<\/span><\/p>

Afrika Kalk\u0131nma Bankas\u0131\u2019nca yay\u0131nlanan rapora g\u00f6re, Afrika yava\u015flama i\u00e7inde de olsa y\u00fczde 3.8\u2019lik reel GSYH\u2019sinin b\u00fcy\u00fcmesinin, d\u00fcnya ortalamas\u0131n\u0131n ve \u00c7in ile Hindistan\u2019\u0131n etkinlikte ba\u015f\u0131 \u00e7ektikleri Asya\u2019dan sonra k\u00fcresel anlamda ikinci kalk\u0131nma h\u0131z\u0131n\u0131 yakalayan b\u00f6lge olarak kalaca\u011f\u0131 tahmin ediliyor.<\/span><\/p>

\u00a0<\/span><\/p>

Afrika\u2019n\u0131n \u00f6n\u00fcm\u00fczdeki birka\u00e7 y\u0131l i\u00e7inde d\u00fcnyan\u0131n geri kalan\u0131n\u0131n \u00f6n\u00fcne ge\u00e7ece\u011fi \u015fimdiden \u00f6ng\u00f6r\u00fcl\u00fcyor. Zira k\u0131tan\u0131n 5 ayr\u0131 b\u00f6lgesi, k\u00fcresel sosyo-ekonomik \u015fartlardan kaynaklanan \u00f6nemli savrulmalara maruz kalsa da istikrarl\u0131 ve orta vadeli beklentilere diren\u00e7li oldu\u011funu g\u00f6steriyor.\u00a0<\/span><\/p>

\u00a0<\/span><\/p>

Y\u00dcZDE 7 B\u00dcY\u00dcME<\/span><\/strong><\/p>

\u00a0<\/span><\/p>

Afrika ekonomisi, \u00e7ok say\u0131da \u015foka maruz kalsa da 5 ayr\u0131 b\u00f6lgesinde negatife d\u00fc\u015fmedi ve pozitifte kalmay\u0131 ba\u015fard\u0131. \u00dclke olarak ise sadece Sudan ve Ekvator Ginesi, negatif bir geli\u015fme kaydetti. 2023-2024 y\u0131llar\u0131ndaki g\u00f6r\u00fcn\u00fcm, istikrarl\u0131 kalmaya devam edece\u011fi y\u00f6n\u00fcnde. Covid salg\u0131n\u0131 \u00f6ncesi d\u00f6nemde en iyi performans g\u00f6steren 5 Afrika \u00fclkesinin, bu sene ve gelecek sene de y\u00fczde 5.5\u2019in \u00fczerinde b\u00fcy\u00fcme g\u00f6stermesi bekleniyor. Bu \u00fclkeler Ruanda (y\u00fczde 7.9), Fildi\u015fi Sahili (y\u00fczde 7.1), Benin (y\u00fczde 6.4), Etiyopya (y\u00fczde 6.0) ve Tanzanya (y\u00fczde 5.6). Baz\u0131 Afrika \u00fclkelerinde bu iki sene zarf\u0131nda y\u00fczde 5.5\u2019in \u00fczerinde kalk\u0131nma ya\u015fanacak \u00fclkelerin ise Libya (y\u00fczde 12.9), Senegal (y\u00fczde 9.4), Kongo Demokratik Cumhuriyeti (y\u00fczde 6.8), Mozambik (y\u00fczde 6.5), Gambiya (y\u00fczde 6.4) ve Togo (y\u00fczde 6.3) olaca\u011f\u0131 tahmin ediliyor.<\/span><\/p>

\u00a0<\/span><\/p>

Ekonomik geli\u015fmeler, d\u00fcnyan\u0131n her yerinde ya\u015fand\u0131\u011f\u0131 gibi Afrika\u2019da da g\u00f6zle g\u00f6r\u00fcl\u00fcr ciddi hamleler meyvelerini vermeye ba\u015flad\u0131. Dahas\u0131 istikrarl\u0131 bir \u015fekilde de ilerliyorlar. Birle\u015fmi\u015f Milletler Genel Sekreteri Antonio Guterres\u2019in s\u00fcrd\u00fcr\u00fclebilir kalk\u0131nma hedeflerini desteklemekle g\u00f6revli Jeffrey Sachs\u2019a g\u00f6re, Afrika \u00f6n\u00fcm\u00fczdeki onlarca y\u0131l boyunca s\u00fcrekli olarak y\u00fczde 7, hatta daha fazla b\u00fcy\u00fcyecek, ger\u00e7ek bir h\u0131zlanmaya kavu\u015facak. B\u00f6ylece k\u00fcresel ekonominin en h\u0131zl\u0131 b\u00fcy\u00fcyen bile\u015fenini olu\u015fturacak. Bundan b\u00f6yle Afrika, en fazla yat\u0131r\u0131m \u00e7eken k\u0131ta olacak.<\/span><\/p>

\u00a0<\/span><\/strong><\/p>

EN HIZLI \u0130K\u0130NC\u0130\u00a0<\/span><\/strong><\/p>

\u00a0<\/span><\/p>

Afrika\u2019daki kalk\u0131nman\u0131n son y\u0131llardaki itici g\u00fcc\u00fc, hammadde kaynaklar\u0131 ihracat\u0131 ve bunlar\u0131n fiyatlar\u0131n\u0131n devaml\u0131 artarak b\u00fcy\u00fck oranlarda girdi sa\u011flamalar\u0131. D\u00fcnya \u00e7ap\u0131nda kapsay\u0131c\u0131 b\u00fcy\u00fcme ve s\u00fcrd\u00fcr\u00fclebilir kalk\u0131nman\u0131n te\u015fvik edilmesinde \u00f6nemli bir role sahip. \u00d6zellikle tar\u0131m, enerji piyasalar\u0131, madenler, sa\u011fl\u0131k altyap\u0131s\u0131, ila\u00e7, hafif imalat, ula\u015f\u0131m ve ikmal, dijital ekonomi gibi kilit alanlarda \u00e7ok say\u0131da yat\u0131r\u0131mc\u0131 i\u00e7in alt\u0131n de\u011ferinde imk\u00e2nlar sunacak f\u0131rsatlar var. 2024 y\u0131l\u0131nda k\u0131tan\u0131n 12 \u00fclkesi, d\u00fcnya genelinde ekonomik b\u00fcy\u00fcmede \u00f6ncelikle 20 \u00fclke aras\u0131nda yer alacak. Bunlar Senegal, Moritanya, Libya, Ruanda, Fildi\u015fi Sahili, Kongo Demokratik Cumhuriyeti, Benin, Uganda, Etiyopya, Mozambik, Togo ve Tanzanya olacak. Bunlar\u0131n 2024\u2019te y\u00fczde 6 ve y\u00fczde 10 aras\u0131nda b\u00fcy\u00fcme kaydetmesi bekleniyor. The Economist Intellince Unit dergisine g\u00f6re, Asya\u2019n\u0131n ard\u0131ndan t\u00fcm co\u011frafyalar i\u00e7inde Afrika, en h\u0131zl\u0131 b\u00fcy\u00fcyen ikinci k\u0131ta olacak. 54 \u00fclkesinin ortalama GSYH\u2019si 2023\u2019te y\u00fczde 2.6, 2024\u2019te ise y\u00fczde 3.2 seviyesinde olacak. Yine bunlar\u0131 k\u0131tada yap\u0131lacak se\u00e7imlerin sonu\u00e7lar\u0131 ve mali s\u0131k\u0131nt\u0131lar menfi veya m\u00fcspet y\u00f6nde tayin edebilir. \u00a0 \u00a0\u00a0<\/span><\/p>

\u00a0<\/span><\/p>

YATIRIM FIRSATLARI VE R\u0130SKLER<\/span><\/strong><\/p>

\u00a0<\/span><\/p>

T\u00fcrkiye, son 20 y\u0131lda \u00f6zel yat\u0131r\u0131mc\u0131lar\u0131n ba\u015f\u0131n\u0131 \u00e7ekti\u011fi hamleleri ve devletler aras\u0131 \u00e7ok y\u00f6nl\u00fc ekonomik yat\u0131r\u0131mlar\u0131n desteklenmesiyle Afrika\u2019n\u0131n farkl\u0131 \u00fclkeleriyle 4 milyar dolar\u0131 a\u015fan ticaret hacmini 10 kat art\u0131rarak, \u015fimdilerde 40 milyar dolar\u0131n \u00fczerine \u00e7\u0131kard\u0131. Her t\u00fcrl\u00fc m\u00fcteahhitlik hizmetleri, b\u00fcy\u00fck altyap\u0131 projelerinden havaalanlar\u0131, limanlar, demiryollar\u0131 ve karayollar\u0131 in\u015fas\u0131nda adeta en etkili birka\u00e7 \u00fclke aras\u0131na girmeyi ba\u015fard\u0131. G\u0131da sanayinden tekstile, demir-\u00e7elik gibi a\u011f\u0131r sanayi kollar\u0131na kadar \u00e7ok say\u0131da farkl\u0131 i\u015f kollar\u0131ndaki \u00fcretim tesisleri kurumu ve \u00e7al\u0131\u015ft\u0131r\u0131lmas\u0131, market\u00e7ilik, ula\u015f\u0131m, ileti\u015fim, e\u011fitim ve sa\u011fl\u0131k hizmetleri ile adeta en \u00e7ok aranan \u00fclkelerden biri konumuna geldi. Ne var ki, bu olumlu geli\u015fmeler daha \u00f6nce etkin bir\u00e7ok \u00fclkenin alandan \u00e7ekilmesine sebep olan baz\u0131 riskleri de b\u00fcnyesinde ta\u015f\u0131yor. Hen\u00fcz yok denecek kadar az faaliyet g\u00f6sterilen alanlardan biri bankac\u0131l\u0131k olup bu eksi\u011fin bir an evvel tamamlanmamas\u0131, yak\u0131n gelecekte ekonomik ili\u015fkilerimiz dahil t\u00fcm faaliyetlerimiz i\u00e7in \u00f6nemli bir risk te\u015fkil edebilir. \u00d6te yandan, Uluslararas\u0131 Kalk\u0131nma Ajans\u0131 IDA\u2019ya g\u00f6re, 2015 y\u0131l\u0131nda t\u00fcm Afrika\u2019da bor\u00e7 s\u0131k\u0131nt\u0131s\u0131 \u00e7eken \u00fclkelerin oran\u0131 y\u00fczde 27 iken, 2023\u2019te bu oran y\u00fczde 55\u2019e y\u00fckselmi\u015f durumda. Bu da yat\u0131r\u0131mlar i\u00e7in bir risk olu\u015fturuyor.<\/span><\/p>

\u00a0<\/span><\/p>

T\u00dcRK T\u00dcCCARININ Y\u00d6NEL\u0130\u015e\u0130<\/span><\/strong><\/p>

\u00a0<\/span><\/p>

Afrika \u00fclkelerinin ihtiya\u00e7 duydu\u011fu her alanda tecr\u00fcbe sahibi yat\u0131r\u0131mc\u0131 i\u015f adamlar\u0131m\u0131z, beynelmilel g\u00fc\u00e7teki t\u00fcccar\u0131m\u0131z her ge\u00e7en sene Afrika\u2019ya daha fazla y\u00f6neliyor. Hem D\u00fcnya Bankas\u0131\u2019n\u0131n hem de Afrika Kalk\u0131nma Bankas\u0131\u2019n\u0131n g\u00fcncel ekonomik raporlar\u0131yla da teyit edildi\u011fi \u00fczere daralan t\u00fcm pazarlar i\u00e7in bu k\u0131ta \u00fclkeleri yeni f\u0131rsatlar sunuyor. Sadece THY\u2019nin 2000\u2019li y\u0131llar\u0131n ba\u015f\u0131nda az say\u0131da Afrika \u00fclkesine ba\u015flatt\u0131\u011f\u0131 seferlerini 40\u2019tan fazla \u00fclkeye yaymas\u0131, ba\u015fl\u0131 ba\u015f\u0131na daralan k\u00fcresel ekonominin can simidinin gelecek on y\u0131llarda bu co\u011frafyada olaca\u011f\u0131 art\u0131k herhangi bir \u015f\u00fcpheye mahal b\u0131rakm\u0131yor.\u00a0<\/span><\/p>

\u00a0<\/span><\/strong><\/p>

\u0130HT\u0130YA\u00c7 HER ALANDA<\/span><\/strong><\/p>

\u00a0<\/span><\/p>

D\u00fcnya ekonomisi daral\u0131rken, Afrika tam tersine geni\u015flemeye devam edecek. Ge\u00e7mi\u015fte geri kalm\u0131\u015fl\u0131\u011fa mahkum edili\u015fini telafi edecek \u00e7al\u0131\u015fmalar, ihtiya\u00e7 duyulan her alana yay\u0131larak s\u00fcrd\u00fcr\u00fcl\u00fcyor. B\u00fcy\u00fck al\u0131\u015fveri\u015f merkezlerinden turistik tesislere, modern havaalanlar\u0131ndan kongre merkezlerine kadar bir\u00e7o\u011funa T\u00fcrk insan\u0131n\u0131n m\u00fchr\u00fc vurulmu\u015f durumda. Yeter ki, bunlarla iktifa edilmeyip daha da geli\u015fmi\u015fleri ile k\u0131tada rakiplerinin \u00f6n\u00fcnde yer alacak \u015fekilde varl\u0131k g\u00f6stermi\u015f olsun. 21. y\u00fczy\u0131ldaki \u00f6nemli yat\u0131r\u0131mlar\u0131n merkezi Afrika olacak ve bunu bilin\u00e7li \u015fekilde yapana da yapt\u0131rana da beklenenin \u00fczerinde kazan\u00e7 sa\u011flayacak. \u00a0\u00a0<\/span><\/p>","slug":"akilli-yatirim-adresi-afrika-kitasi","orjinalimage":"\/front\/uploads\/blog\/thumbnail\/1703451600bhmpr5teaKOraXb.webp","news_cover_min":"\/front\/uploads\/blog\/thumbnail\/1703451600bhmpr5teaKOraXb.webp","news_cover":null,"news_video_min":null,"news_video":null,"cropped_638x552":null,"cropped_310x208":null,"cropped_416x247":null,"cropped_197x247":null,"cropped_416x600":null,"cropped_1200x675":null,"tags":null,"meta_title":null,"meta_description":null,"meta_keywords":null,"view_count":2429,"yt":0,"ytid":"","ytimage":null,"imgdate":"2000-01-01 00:00:00","cuff_cover":null,"cropped_358x214":null,"cropped_842x474":null}]}}