{"status":true,"post":{"id":22462,"user_id":1,"status":1,"type":1,"orde":null,"notification_type":3,"static_post":0,"published_at":"2022-10-24 14:17:26","created_at":"2020-07-16T21:00:00.000000Z","updated_at":"2022-10-24T11:17:26.000000Z","edited_at":"2024-12-17 22:35:21","source_id":null,"post_id":22462,"is_featured":0,"title":"Ekonomi, IMF\u2019nin tahmininden daha iyi performans g\u00f6sterecek","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":null,"content":"  \t\t\t\t\t  \t\t\t\t\t<p style=\"text-align: right;\"><span class=\"large\"><strong>Hakan G\u00fclda\u011f<\/strong><\/span><br><span class=\"large\"> <strong>a.hakan.gulda<\/strong><\/span><\/p>  <p><span class=\"large\">Ekonominin \u00f6zellikle de \u00fcretimin gidi\u015fat\u0131n\u0131 anlamak istiyorsan\u0131z elektrik t\u00fcketimine bak\u0131n. Uzun y\u0131llard\u0131r, T\u00fcrkiye ekonomisindeki hareketin en iyi \u00f6nc\u00fc g\u00f6stergesidir elektrik t\u00fcketimi...<\/span><br><span class=\"large\"> <strong><\/strong><\/span><br><span class=\"large\"> <strong>SON VER\u0130LER NE D\u0130YOR? <\/strong><\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Nisan ay\u0131nda elektrik t\u00fcketimi bir y\u0131l \u00f6ncesinin ayn\u0131 ay\u0131na g\u00f6re y\u00fczde 15.4 d\u00fc\u015ft\u00fc. May\u0131sta ise gerileme daha da fazlayd\u0131: 16.7. Haziran ay\u0131nda d\u00fc\u015f\u00fc\u015f oran\u0131 y\u00fczde 2.1 oldu. Temmuz ay\u0131n\u0131n ilk 15 g\u00fcn\u00fcnde, t\u00fcketim ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6neminin sadece y\u00fczde 1 alt\u0131nda kald\u0131. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Neden t\u00fcketimi esas al\u0131yorsun, as\u0131l \u00f6nemli olan \u00fcretim derseniz, \u00e7ok fark etmeyece\u011fini s\u00f6yleyeyim. Elektrik t\u00fcketimi ile \u00fcretimi hem miktar olarak birbirine \u00e7ok yak\u0131n hem de hareket olarak. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Elektrik t\u00fcketimi ya da \u00fcretimi fark etmiyor. Biraz \u00f6nce payla\u015ft\u0131\u011f\u0131m veriler, a\u00e7\u0131k bi\u00e7imde salg\u0131n d\u00f6neminde dip seviyelere inen elektrik kullan\u0131m\u0131n\u0131n hen\u00fcz salg\u0131n ge\u00e7meden ola\u011fan seyrine girdi\u011fini g\u00f6steriyor. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> ***<\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Elektrik kullan\u0131m\u0131n\u0131 bir \u00f6nc\u00fc g\u00f6sterge olarak \u015fu a\u00e7\u0131dan \u00f6nemsiyorum: <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Mesela sanayide kapasite kullan\u0131m oran\u0131nda son olarak haziran ay\u0131 de\u011feri a\u00e7\u0131kland\u0131: Y\u00fczde 65.8. Kapasite kullan\u0131m\u0131 nisanda keskin bir d\u00fc\u015f\u00fc\u015fle 61.9\u2019a gerilemi\u015fti. May\u0131sta k\u00fc\u00e7\u00fck bir art\u0131\u015fla 63\u2019e yakla\u015fm\u0131\u015ft\u0131. Haziranda biraz daha yukar\u0131 do\u011fru k\u0131p\u0131rdad\u0131. <\/span><br><span class=\"large\"> \u015eimdi temmuz ay\u0131n\u0131n ilk yar\u0131s\u0131ndaki elektrik t\u00fcketimine bakarak, sanayide kapasite kullan\u0131m\u0131n\u0131n biraz daha yukar\u0131ya \u00e7\u0131kaca\u011f\u0131n\u0131 s\u00f6ylemek kahinlik say\u0131lmayacak. Evet, pandeminin etkilerinin tam hissedilmedi\u011fi mart ay\u0131ndaki y\u00fczde 76.2 d\u00fczeyinin h\u00e2l\u00e2 uza\u011f\u0131nday\u0131z, ancak sanayide kapasite kullan\u0131m\u0131n\u0131n artmaya devam etti\u011fini ve edece\u011fini de net bir \u015fekilde izleyebiliyoruz. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> ***<\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Tabii, ekonomideki gidi\u015fat\u0131 izlemek i\u00e7in sadece elektrik t\u00fcketimine bakmak yetmez. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Kredi kart\u0131 ile yap\u0131lan harcama tutar\u0131na ili\u015fkin veriler de haftal\u0131k olarak yay\u0131nlan\u0131yor. Gidi\u015fat hakk\u0131nda elektrik t\u00fcketimi kadar olmasa da bir hayli g\u00fcncel veri sunuyor. Konut sat\u0131\u015flar\u0131, perakende sat\u0131\u015f hacmi, PMI T\u00fcrkiye, ithalat-ihracat rakamlar\u0131n\u0131 da olduk\u00e7a g\u00fcncel izleyebiliyoruz. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Gidi\u015fat oralarda da toparlanma y\u00f6n\u00fcnde. Bir\u00e7ok veri a\u00e7\u0131kland\u0131k\u00e7a, \u2018V\u2019 tipi grafikler \u00e7iziyor. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Son olarak b\u00fcy\u00fcme rakamlar\u0131 gelecek. Covid-19 salg\u0131n\u0131n\u0131n etkilerini en sert olarak ya\u015fad\u0131\u011f\u0131m\u0131z y\u0131l\u0131n ikinci \u00e7eyre\u011finde (nisan-may\u0131s-haziran) buna uygun olarak ekonomide de sert bir daralma g\u00f6rece\u011fiz. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Mesela, biraz \u00f6nce bahsetti\u011fimiz elektrik t\u00fcketimi ikinci \u00e7eyrekte 11.4 darald\u0131. Kredi kart\u0131 harcamalar\u0131 reel olarak, ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re 2020\u2019nin ikinci \u00e7eyre\u011finde y\u00fczde 16.2 oran\u0131nda azald\u0131. \u0130hracata bakarsak, hazirandaki art\u0131\u015fa ra\u011fmen nisan ve may\u0131s aylar\u0131nda yakla\u015f\u0131k y\u00fczde 40\u2019l\u0131k d\u00fc\u015f\u00fc\u015fler nedeniyle \u00e7eyrek d\u00f6nem ele al\u0131nd\u0131\u011f\u0131nda, ihracat bu y\u0131l\u0131n ikinci \u00e7eyre\u011finde y\u00fczde 21 geriledi.<\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Ancak \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekle birlikte ola\u011fan\u00fcst\u00fc kredi geni\u015flemesinin ve i\u00e7 talepteki canlanman\u0131n etkisiyle ikinci \u00e7eyrekteki sert daralma yerini benzer bir h\u0131zla bu kez tersi y\u00f6nde sert bir b\u00fcy\u00fcmeye b\u0131rakabilir. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> ***<\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> D\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011fin nas\u0131l seyredece\u011fi ise y\u0131l\u0131n tamam\u0131n\u0131 belirleyecek. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Ekonomi y\u00f6netimi bankalar\u0131 kah \u00f6zendirerek, kah bask\u0131lamalarla kredi vermeye y\u00f6nlendiriyor. Daha \u00f6nce verdikleri kredileri de yenilemeye... Bu da harcamalar\u0131 tetikliyor. Eh, enflasyonun y\u00fczde 12\u2019ler civar\u0131nda gezindi\u011fi ama kredi faizlerinin y\u00fczde 8\u2019ler civar\u0131nda seyretti\u011fi bir ortamda harcamalar\u0131n artmas\u0131 s\u00fcrpriz de\u011fil. Nitekim, \u00f6yle de oluyor.<\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> K\u0131sacas\u0131, T\u00fcrkiye bu y\u0131l korona musibetinin ekonomik etkilerini s\u0131n\u0131rl\u0131 hissedecek. Temel dinamik, i\u00e7 talep olacak. D\u0131\u015f talepte bozulma devam ediyor. Ger\u00e7i IMF ge\u00e7en hafta yapt\u0131\u011f\u0131 son de\u011ferlendirmede, k\u00fcresel ekonomik faaliyetin \u00e7ok d\u00fc\u015f\u00fck bir seviyeden toparlanmaya ba\u015flad\u0131\u011f\u0131n\u0131 bildirdi, ancak biliyorsunuz, k\u0131sa bir s\u00fcre \u00f6nce de ABD ve Avrupa i\u00e7in ekonomik b\u00fcy\u00fcme tahminlerinin tamam\u0131n\u0131 a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize etmi\u015fti. D\u00fcnya ekonomisine ili\u015fkin daha \u00f6nceki eksi 3 b\u00fcy\u00fcme tahminini de eksi 5\u2019e \u00e7\u0131karm\u0131\u015ft\u0131. <\/span><\/p>  <p><span class=\"large\">IMF, T\u00fcrkiye\u2019ye ili\u015fkin yapt\u0131\u011f\u0131 tahmini ise ekonomide pe\u015f pe\u015fe gelen h\u0131zl\u0131 toparlanma i\u015faretlerini g\u00f6rm\u00fc\u015f olsa gerek ki, eksi 5\u2019te sabit tuttu. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Son verilere ve ileriye d\u00f6n\u00fck projeksiyonlara bakarsak, IMF\u2019nin T\u00fcrkiye tahminini de\u011fi\u015ftirmeyerek a\u015f\u0131r\u0131 temkinli davrand\u0131\u011f\u0131n\u0131 s\u00f6ylemek m\u00fcmk\u00fcn. T\u00fcrkiye ekonomisi 2020\u2019yi b\u00fcy\u00fck olas\u0131l\u0131kla IMF\u2019nin tahmininden \u00e7ok daha iyi bir yerde kapatacak. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> ***<\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Ya gelecek y\u0131l? \u00c7ok \u015feyi oraya \u00f6teledik, 2021\u2019de neler olacak derseniz, o ayr\u0131 bir konu...<\/span><\/p>  <p><span class=\"large\">Birlikte \u00fczerine mutlaka d\u00fc\u015f\u00fcnelim ama bizim \u015fimdi \u00f6ncelikle var olan\u0131 y\u00f6netmemiz laz\u0131m. Zira, b\u00fct\u00fcn olumlu i\u015faretlere ra\u011fmen o da kolay olmayacak. <\/span><br><span class=\"large\"> <strong><\/strong><\/span><br><span class=\"large\"> <strong>HAYATI VE EKONOM\u0130Y\u0130 A\u00c7MAK MAL\u0130YETL\u0130<\/strong><\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Hen\u00fcz vir\u00fcsle birlikte ya\u015famaya tam intibak etmedik. \u00dcstelik, intibak ettik\u00e7e, tedbirler ald\u0131k\u00e7a sorunlar\u0131m\u0131z, a\u00e7\u0131klar\u0131m\u0131z daha g\u00f6r\u00fcn\u00fcr hale geliyor. Bak\u0131n bug\u00fcn toparlanmaya ra\u011fmen say\u0131lar\u0131 binlerle ifade edilen esnaf i\u015fini kapat\u0131yor. Y\u00fczlerce ma\u011faza kepenk indiriyor. Ve daha hen\u00fcz birinci a\u015famadan ikinci a\u015famaya ge\u00e7meyi \u00f6\u011freniyoruz. G\u00f6r\u00fcnen o ki, \u00f6nce tedavi ve a\u015f\u0131 olmadan vir\u00fcsle birlikte ya\u015famaya al\u0131\u015faca\u011f\u0131z. Bu da ister istemez i\u00e7erisinde \u00e7al\u0131\u015ft\u0131\u011f\u0131m\u0131z mekanlar\u0131 ve i\u015f planlar\u0131m\u0131z\u0131 buna g\u00f6re g\u00f6zden ge\u00e7irmek ve yeniden d\u00fczenlemek zorunday\u0131z demek. Plazalar dahil, hangi i\u015f yerimiz salg\u0131n hastal\u0131k ihtimali d\u00fc\u015f\u00fcn\u00fclerek planland\u0131? <\/span><\/p>  <p><span class=\"large\">E\u011fer kendimizi Covid-19\u2019dan korumaya devam edeceksek, 35 ki\u015filik servis art\u0131k 15 ki\u015fi ta\u015f\u0131yacak. Normalde 400 ki\u015finin \u00e7al\u0131\u015ft\u0131\u011f\u0131 \u00fcretim hatt\u0131nda 200 ki\u015fi \u00e7al\u0131\u015facak. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Yani, korona ile birlikte hayat\u0131 ve ekonomiyi a\u00e7mak \u2018maliyetli\u2019. \u00dcretim kapasitesi yar\u0131 yar\u0131ya azalacak. Sadece \u00fcretimde de\u011fil. Lokantalardan okullara kadar akl\u0131n\u0131za gelebilecek her t\u00fcrl\u00fc i\u015fletme i\u00e7in de durum ayn\u0131. Fabrikalarda da, hizmetler sekt\u00f6r\u00fcnde de, ba\u015fta verimlilik olmak \u00fczere kay\u0131plar olacak. Dolay\u0131s\u0131yla i\u015fletme sermayesi ihtiyac\u0131 artacak. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Belirsizlikleri y\u00f6netme konusundaki b\u00fct\u00fcn y\u00fcksek kabiliyetlerimize ra\u011fmen dalgan\u0131n nereden \u00e7arpaca\u011f\u0131n\u0131 kestiremedi\u011fimiz bir d\u00f6nemi y\u00f6netmek \u2018kolay olmayacak\u2019. \u0130\u015fte tam da onun i\u00e7in \u2018kolay vazge\u00e7ilemeyecek\u2019 \u00fcr\u00fcn ve hizmet \u00fcretmek giderek zaruri hale geliyor. <\/span><br><span class=\"large\"><\/span><\/p>  \t\t\t\t","slug":"ekonomi-imfnin-tahmininden-daha-iyi-performans-gosterecek","tags":"K\u00f6\u015fe Yaz\u0131s\u0131","meta_title":"Ekonomi, IMF\u2019nin tahmininden daha iyi performans g\u00f6sterecek","meta_description":"Hakan G\u00fclda\u011f","meta_keywords":"K\u00f6\u015fe Yaz\u0131s\u0131","news_cover_min":null,"news_cover":null,"news_video_min":null,"news_video":null,"view_count":1107,"cropped_1200x675":null,"user":{"id":1,"name":"HAKAN","surname":"G\u00dcLDA\u011e","email":"uakisik@eronat.com.tr","slug":"hakan-guldag","avatar":"\/front\/uploads\/avatar\/1733691600kKPzKvWx8Xpxx9n.webp","status":1,"role":1,"email_verified_at":null,"orde":null,"created_at":"2022-09-15T09:39:41.000000Z","updated_at":"2024-12-18T14:51:32.000000Z","seo_title":null,"seo_description":null},"translations":[{"id":22561,"is_featured":0,"is_amp":0,"is_ads":0,"ads_link":null,"post_id":22462,"locale":"tr","category_id":73,"title":"Ekonomi, IMF\u2019nin tahmininden daha iyi performans g\u00f6sterecek","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":null,"content":"  \t\t\t\t\t  \t\t\t\t\t<p style=\"text-align: right;\"><span class=\"large\"><strong>Hakan G\u00fclda\u011f<\/strong><\/span><br><span class=\"large\"> <strong>a.hakan.gulda<\/strong><\/span><\/p>  <p><span class=\"large\">Ekonominin \u00f6zellikle de \u00fcretimin gidi\u015fat\u0131n\u0131 anlamak istiyorsan\u0131z elektrik t\u00fcketimine bak\u0131n. Uzun y\u0131llard\u0131r, T\u00fcrkiye ekonomisindeki hareketin en iyi \u00f6nc\u00fc g\u00f6stergesidir elektrik t\u00fcketimi...<\/span><br><span class=\"large\"> <strong><\/strong><\/span><br><span class=\"large\"> <strong>SON VER\u0130LER NE D\u0130YOR? <\/strong><\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Nisan ay\u0131nda elektrik t\u00fcketimi bir y\u0131l \u00f6ncesinin ayn\u0131 ay\u0131na g\u00f6re y\u00fczde 15.4 d\u00fc\u015ft\u00fc. May\u0131sta ise gerileme daha da fazlayd\u0131: 16.7. Haziran ay\u0131nda d\u00fc\u015f\u00fc\u015f oran\u0131 y\u00fczde 2.1 oldu. Temmuz ay\u0131n\u0131n ilk 15 g\u00fcn\u00fcnde, t\u00fcketim ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6neminin sadece y\u00fczde 1 alt\u0131nda kald\u0131. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Neden t\u00fcketimi esas al\u0131yorsun, as\u0131l \u00f6nemli olan \u00fcretim derseniz, \u00e7ok fark etmeyece\u011fini s\u00f6yleyeyim. Elektrik t\u00fcketimi ile \u00fcretimi hem miktar olarak birbirine \u00e7ok yak\u0131n hem de hareket olarak. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Elektrik t\u00fcketimi ya da \u00fcretimi fark etmiyor. Biraz \u00f6nce payla\u015ft\u0131\u011f\u0131m veriler, a\u00e7\u0131k bi\u00e7imde salg\u0131n d\u00f6neminde dip seviyelere inen elektrik kullan\u0131m\u0131n\u0131n hen\u00fcz salg\u0131n ge\u00e7meden ola\u011fan seyrine girdi\u011fini g\u00f6steriyor. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> ***<\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Elektrik kullan\u0131m\u0131n\u0131 bir \u00f6nc\u00fc g\u00f6sterge olarak \u015fu a\u00e7\u0131dan \u00f6nemsiyorum: <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Mesela sanayide kapasite kullan\u0131m oran\u0131nda son olarak haziran ay\u0131 de\u011feri a\u00e7\u0131kland\u0131: Y\u00fczde 65.8. Kapasite kullan\u0131m\u0131 nisanda keskin bir d\u00fc\u015f\u00fc\u015fle 61.9\u2019a gerilemi\u015fti. May\u0131sta k\u00fc\u00e7\u00fck bir art\u0131\u015fla 63\u2019e yakla\u015fm\u0131\u015ft\u0131. Haziranda biraz daha yukar\u0131 do\u011fru k\u0131p\u0131rdad\u0131. <\/span><br><span class=\"large\"> \u015eimdi temmuz ay\u0131n\u0131n ilk yar\u0131s\u0131ndaki elektrik t\u00fcketimine bakarak, sanayide kapasite kullan\u0131m\u0131n\u0131n biraz daha yukar\u0131ya \u00e7\u0131kaca\u011f\u0131n\u0131 s\u00f6ylemek kahinlik say\u0131lmayacak. Evet, pandeminin etkilerinin tam hissedilmedi\u011fi mart ay\u0131ndaki y\u00fczde 76.2 d\u00fczeyinin h\u00e2l\u00e2 uza\u011f\u0131nday\u0131z, ancak sanayide kapasite kullan\u0131m\u0131n\u0131n artmaya devam etti\u011fini ve edece\u011fini de net bir \u015fekilde izleyebiliyoruz. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> ***<\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Tabii, ekonomideki gidi\u015fat\u0131 izlemek i\u00e7in sadece elektrik t\u00fcketimine bakmak yetmez. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Kredi kart\u0131 ile yap\u0131lan harcama tutar\u0131na ili\u015fkin veriler de haftal\u0131k olarak yay\u0131nlan\u0131yor. Gidi\u015fat hakk\u0131nda elektrik t\u00fcketimi kadar olmasa da bir hayli g\u00fcncel veri sunuyor. Konut sat\u0131\u015flar\u0131, perakende sat\u0131\u015f hacmi, PMI T\u00fcrkiye, ithalat-ihracat rakamlar\u0131n\u0131 da olduk\u00e7a g\u00fcncel izleyebiliyoruz. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Gidi\u015fat oralarda da toparlanma y\u00f6n\u00fcnde. Bir\u00e7ok veri a\u00e7\u0131kland\u0131k\u00e7a, \u2018V\u2019 tipi grafikler \u00e7iziyor. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Son olarak b\u00fcy\u00fcme rakamlar\u0131 gelecek. Covid-19 salg\u0131n\u0131n\u0131n etkilerini en sert olarak ya\u015fad\u0131\u011f\u0131m\u0131z y\u0131l\u0131n ikinci \u00e7eyre\u011finde (nisan-may\u0131s-haziran) buna uygun olarak ekonomide de sert bir daralma g\u00f6rece\u011fiz. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Mesela, biraz \u00f6nce bahsetti\u011fimiz elektrik t\u00fcketimi ikinci \u00e7eyrekte 11.4 darald\u0131. Kredi kart\u0131 harcamalar\u0131 reel olarak, ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re 2020\u2019nin ikinci \u00e7eyre\u011finde y\u00fczde 16.2 oran\u0131nda azald\u0131. \u0130hracata bakarsak, hazirandaki art\u0131\u015fa ra\u011fmen nisan ve may\u0131s aylar\u0131nda yakla\u015f\u0131k y\u00fczde 40\u2019l\u0131k d\u00fc\u015f\u00fc\u015fler nedeniyle \u00e7eyrek d\u00f6nem ele al\u0131nd\u0131\u011f\u0131nda, ihracat bu y\u0131l\u0131n ikinci \u00e7eyre\u011finde y\u00fczde 21 geriledi.<\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Ancak \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekle birlikte ola\u011fan\u00fcst\u00fc kredi geni\u015flemesinin ve i\u00e7 talepteki canlanman\u0131n etkisiyle ikinci \u00e7eyrekteki sert daralma yerini benzer bir h\u0131zla bu kez tersi y\u00f6nde sert bir b\u00fcy\u00fcmeye b\u0131rakabilir. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> ***<\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> D\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011fin nas\u0131l seyredece\u011fi ise y\u0131l\u0131n tamam\u0131n\u0131 belirleyecek. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Ekonomi y\u00f6netimi bankalar\u0131 kah \u00f6zendirerek, kah bask\u0131lamalarla kredi vermeye y\u00f6nlendiriyor. Daha \u00f6nce verdikleri kredileri de yenilemeye... Bu da harcamalar\u0131 tetikliyor. Eh, enflasyonun y\u00fczde 12\u2019ler civar\u0131nda gezindi\u011fi ama kredi faizlerinin y\u00fczde 8\u2019ler civar\u0131nda seyretti\u011fi bir ortamda harcamalar\u0131n artmas\u0131 s\u00fcrpriz de\u011fil. Nitekim, \u00f6yle de oluyor.<\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> K\u0131sacas\u0131, T\u00fcrkiye bu y\u0131l korona musibetinin ekonomik etkilerini s\u0131n\u0131rl\u0131 hissedecek. Temel dinamik, i\u00e7 talep olacak. D\u0131\u015f talepte bozulma devam ediyor. Ger\u00e7i IMF ge\u00e7en hafta yapt\u0131\u011f\u0131 son de\u011ferlendirmede, k\u00fcresel ekonomik faaliyetin \u00e7ok d\u00fc\u015f\u00fck bir seviyeden toparlanmaya ba\u015flad\u0131\u011f\u0131n\u0131 bildirdi, ancak biliyorsunuz, k\u0131sa bir s\u00fcre \u00f6nce de ABD ve Avrupa i\u00e7in ekonomik b\u00fcy\u00fcme tahminlerinin tamam\u0131n\u0131 a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize etmi\u015fti. D\u00fcnya ekonomisine ili\u015fkin daha \u00f6nceki eksi 3 b\u00fcy\u00fcme tahminini de eksi 5\u2019e \u00e7\u0131karm\u0131\u015ft\u0131. <\/span><\/p>  <p><span class=\"large\">IMF, T\u00fcrkiye\u2019ye ili\u015fkin yapt\u0131\u011f\u0131 tahmini ise ekonomide pe\u015f pe\u015fe gelen h\u0131zl\u0131 toparlanma i\u015faretlerini g\u00f6rm\u00fc\u015f olsa gerek ki, eksi 5\u2019te sabit tuttu. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Son verilere ve ileriye d\u00f6n\u00fck projeksiyonlara bakarsak, IMF\u2019nin T\u00fcrkiye tahminini de\u011fi\u015ftirmeyerek a\u015f\u0131r\u0131 temkinli davrand\u0131\u011f\u0131n\u0131 s\u00f6ylemek m\u00fcmk\u00fcn. T\u00fcrkiye ekonomisi 2020\u2019yi b\u00fcy\u00fck olas\u0131l\u0131kla IMF\u2019nin tahmininden \u00e7ok daha iyi bir yerde kapatacak. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> ***<\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Ya gelecek y\u0131l? \u00c7ok \u015feyi oraya \u00f6teledik, 2021\u2019de neler olacak derseniz, o ayr\u0131 bir konu...<\/span><\/p>  <p><span class=\"large\">Birlikte \u00fczerine mutlaka d\u00fc\u015f\u00fcnelim ama bizim \u015fimdi \u00f6ncelikle var olan\u0131 y\u00f6netmemiz laz\u0131m. Zira, b\u00fct\u00fcn olumlu i\u015faretlere ra\u011fmen o da kolay olmayacak. <\/span><br><span class=\"large\"> <strong><\/strong><\/span><br><span class=\"large\"> <strong>HAYATI VE EKONOM\u0130Y\u0130 A\u00c7MAK MAL\u0130YETL\u0130<\/strong><\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Hen\u00fcz vir\u00fcsle birlikte ya\u015famaya tam intibak etmedik. \u00dcstelik, intibak ettik\u00e7e, tedbirler ald\u0131k\u00e7a sorunlar\u0131m\u0131z, a\u00e7\u0131klar\u0131m\u0131z daha g\u00f6r\u00fcn\u00fcr hale geliyor. Bak\u0131n bug\u00fcn toparlanmaya ra\u011fmen say\u0131lar\u0131 binlerle ifade edilen esnaf i\u015fini kapat\u0131yor. Y\u00fczlerce ma\u011faza kepenk indiriyor. Ve daha hen\u00fcz birinci a\u015famadan ikinci a\u015famaya ge\u00e7meyi \u00f6\u011freniyoruz. G\u00f6r\u00fcnen o ki, \u00f6nce tedavi ve a\u015f\u0131 olmadan vir\u00fcsle birlikte ya\u015famaya al\u0131\u015faca\u011f\u0131z. Bu da ister istemez i\u00e7erisinde \u00e7al\u0131\u015ft\u0131\u011f\u0131m\u0131z mekanlar\u0131 ve i\u015f planlar\u0131m\u0131z\u0131 buna g\u00f6re g\u00f6zden ge\u00e7irmek ve yeniden d\u00fczenlemek zorunday\u0131z demek. Plazalar dahil, hangi i\u015f yerimiz salg\u0131n hastal\u0131k ihtimali d\u00fc\u015f\u00fcn\u00fclerek planland\u0131? <\/span><\/p>  <p><span class=\"large\">E\u011fer kendimizi Covid-19\u2019dan korumaya devam edeceksek, 35 ki\u015filik servis art\u0131k 15 ki\u015fi ta\u015f\u0131yacak. Normalde 400 ki\u015finin \u00e7al\u0131\u015ft\u0131\u011f\u0131 \u00fcretim hatt\u0131nda 200 ki\u015fi \u00e7al\u0131\u015facak. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Yani, korona ile birlikte hayat\u0131 ve ekonomiyi a\u00e7mak \u2018maliyetli\u2019. \u00dcretim kapasitesi yar\u0131 yar\u0131ya azalacak. Sadece \u00fcretimde de\u011fil. Lokantalardan okullara kadar akl\u0131n\u0131za gelebilecek her t\u00fcrl\u00fc i\u015fletme i\u00e7in de durum ayn\u0131. Fabrikalarda da, hizmetler sekt\u00f6r\u00fcnde de, ba\u015fta verimlilik olmak \u00fczere kay\u0131plar olacak. Dolay\u0131s\u0131yla i\u015fletme sermayesi ihtiyac\u0131 artacak. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Belirsizlikleri y\u00f6netme konusundaki b\u00fct\u00fcn y\u00fcksek kabiliyetlerimize ra\u011fmen dalgan\u0131n nereden \u00e7arpaca\u011f\u0131n\u0131 kestiremedi\u011fimiz bir d\u00f6nemi y\u00f6netmek \u2018kolay olmayacak\u2019. \u0130\u015fte tam da onun i\u00e7in \u2018kolay vazge\u00e7ilemeyecek\u2019 \u00fcr\u00fcn ve hizmet \u00fcretmek giderek zaruri hale geliyor. <\/span><br><span class=\"large\"><\/span><\/p>  \t\t\t\t","slug":"ekonomi-imfnin-tahmininden-daha-iyi-performans-gosterecek","orjinalimage":null,"news_cover_min":null,"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":"K\u00f6\u015fe Yaz\u0131s\u0131","meta_title":"Ekonomi, IMF\u2019nin tahmininden daha iyi performans g\u00f6sterecek","meta_description":"Hakan G\u00fclda\u011f","meta_keywords":"K\u00f6\u015fe Yaz\u0131s\u0131","view_count":1107,"yt":0,"ytid":"","ytimage":null,"imgdate":"2000-01-01 00:00:00","cuff_cover":null,"cropped_358x214":null,"cropped_842x474":null}]}}