<\/p>
keremalkin@superonline.com<\/span><\/strong><\/p> \u00a0<\/span><\/p> 2008 k\u00fcresel finans krizinde ilk darbeyi alan, 2020\u2019de patlak veren k\u00fcresel vir\u00fcs salg\u0131n\u0131 ile iyice da\u011f\u0131lan, 2022 ba\u015f\u0131nda patlak veren Rusya-Ukrayna sava\u015f\u0131 ve takip eden k\u00fcresel ve b\u00f6lgesel jeopolitik ve jeoekonomik k\u0131r\u0131lmalar ile tabutuna son \u00e7ivilerin \u00e7ak\u0131ld\u0131\u011f\u0131 \u2018K\u00fcreselle\u015fme 2.0\u2019 d\u00f6neminin yerle yeksan olmas\u0131, k\u00fcresel ekonomi-politik sistemde yeni kavramlar\u0131n sorgulanmas\u0131n\u0131 da beraberinde getirdi.\u00a0<\/span><\/p> \u00a0<\/span><\/p> \u0130lk kavram \u2018ekonomi-politik par\u00e7alanma\u2019. \u00d6z\u00fc, d\u00fcnya ekonomisi ve siyasetinde yeni g\u00fc\u00e7 merkezleri aras\u0131 b\u00f6l\u00fcnmenin, par\u00e7alanman\u0131n, yeni \u00fclke gruplar\u0131n\u0131n olu\u015fumunun h\u0131z kazanm\u0131\u015f olmas\u0131.\u00a0<\/span><\/p> \u00a0<\/span><\/p> \u2018K\u00fcresel Kuzey\u2019 ve \u2018K\u00fcresel G\u00fcney\u2019 art\u0131k fazlas\u0131yla oturmu\u015f kavramlar iken, k\u00fcresel platformlarda \u2018K\u00fcresel Do\u011fu\u2019 gibi yeni bir kavram\u0131n dillendirildi\u011fini de g\u00f6r\u00fcyoruz.<\/span><\/p> \u00a0<\/span><\/p> STRATEJ\u0130K OTONOM\u0130<\/span><\/strong><\/p> \u00a0<\/span><\/p> \u0130kinci bir kavram \u2018stratejik otonomi\u2019. \u00d6nde gelen 40 ekonominin tar\u0131m ve g\u0131da, enerji, teknoloji ve dijital altyap\u0131 ile savunma alan\u0131nda kendine yetebilen ekonomi olmay\u0131 \u00f6nceliklendirmesi.\u00a0<\/span><\/p> \u00a0<\/span><\/p> Bu durum, \u2018K\u00fcreselle\u015fme 2.0\u2019\u0131n hararetle savundu\u011fu \u2018ekonomik ba\u011f\u0131ml\u0131l\u0131k\u2019 kavram\u0131n\u0131n da kullan\u0131m d\u0131\u015f\u0131 kald\u0131\u011f\u0131n\u0131 teyit ediyor. Yeni d\u00f6nem, do\u011frudan yat\u0131r\u0131mlarda da \u00fclke ekonomisine yeni altyap\u0131, yeni fabrika, yeni tesis kazand\u0131rma noktas\u0131ndaki yat\u0131r\u0131mlarda da \u2018friendshoring\u2019, yani sadece co\u011frafik olarak de\u011fil, daha da \u00f6nemlisi m\u00fcttefiklik ruhuna haiz \u00fclkelere do\u011frudan yat\u0131r\u0131mlar\u0131n y\u00f6nlendirilmesi y\u00f6n\u00fcnde e\u011filimleri \u00f6ne \u00e7\u0131kar\u0131yor. Bununla birlikte, ABD\u2019nin Trump ve Biden d\u00f6neminde att\u0131\u011f\u0131 ad\u0131mlar, ABD men\u015feli yat\u0131r\u0131mlar\u0131n daha \u00e7ok ABD\u2019de kalmas\u0131 y\u00f6n\u00fcndeki e\u011filimin de g\u00fc\u00e7lendi\u011fine i\u015faret ediyor. G7 \u00fclkeleri ge\u00e7ti\u011fimiz 25 y\u0131la k\u0131yasla, \u00f6n\u00fcm\u00fczdeki 10 y\u0131l i\u00e7in kendi yat\u0131r\u0131mc\u0131lar\u0131n\u0131n kendi ekonomilerine yat\u0131r\u0131m yapmas\u0131n\u0131 te\u015fvik etmeye odaklanm\u0131\u015f durumda.<\/span><\/p> \u00a0<\/span><\/p> 2 TR\u0130LYON DOLARLIK Z\u0130RVE<\/span><\/strong><\/p> \u00a0<\/span><\/p> \u2018So\u011fuk sava\u015f\u2019 bittikten sonra hareketlilik kazanm\u0131\u015f olan k\u00fcresel do\u011frudan yat\u0131r\u0131mlar pazar\u0131, 1990\u2019l\u0131 y\u0131llar\u0131n ba\u015flar\u0131nda 200 milyar dolar\u0131n bir miktar alt\u0131nda ve \u00fcst\u00fcnde bir b\u00fcy\u00fckl\u00fc\u011fe sahip iken, 1990\u2019l\u0131 y\u0131llar\u0131n sonlar\u0131na do\u011fru aral\u0131ks\u0131z artarak, 2000 y\u0131l\u0131nda 1.4 trilyon dolara ula\u015fm\u0131\u015f; 2001-2003 aras\u0131 11 Eyl\u00fcl, Afganistan ve Irak operasyonlar\u0131 d\u00f6neminde 550 milyar dolara kadar gerilemi\u015fti. Ard\u0131ndan, yeniden s\u0131k\u0131 bir t\u0131rman\u0131\u015f ya\u015fayan k\u00fcresel do\u011frudan yat\u0131r\u0131m hacmi, 2007\u2019de 1.9 trilyon dolar\u0131 ge\u00e7erek yeni bir rekora imza att\u0131ktan, 2008 k\u00fcresel finans krizi ve takip eden ekonomik \u00e7alkant\u0131larla epey dalgaland\u0131ktan sonra 2014\u2019te ula\u015ft\u0131\u011f\u0131 1.4 trilyon dolarl\u0131k b\u00fcy\u00fckl\u00fckten 2015 sonunda 2 trilyon 56 milyar dolara ula\u015farak ekonomi tarihindeki en y\u00fcksek seviyesini yakalam\u0131\u015ft\u0131.<\/span><\/p> \u00a0<\/span><\/p> CAZ\u0130P \u00dcLKE<\/span><\/strong><\/p> \u00a0<\/span><\/p> Ard\u0131ndan, k\u00fcresel ve b\u00f6lgesel anlamdaki bir\u00e7ok geli\u015fmeye ba\u011fl\u0131 olarak 2020\u2019de tekrar 1 trilyon dolar\u0131n alt\u0131na geriledi. 2022 sonu g\u00f6rd\u00fc\u011f\u00fc en y\u00fcksek y\u0131ll\u0131k hacim ise 1.3 trilyon dolar. \u00d6nde gelen 40 ekonominin merak etti\u011fi konu, k\u00fcresel do\u011frudan yat\u0131r\u0131m rekabeti \u00f6nde gelen \u00fclkelerde \u015firketlerin kendi \u00fclkelerine yat\u0131r\u0131m yapma e\u011filimini iyice tetiklerse k\u00fcresel hacmin nereye gerileyece\u011fi ve yava\u015flayan k\u00fcresel do\u011frudan yat\u0131r\u0131m hacmi i\u00e7erisinde, y\u00fckse-len geli\u015fmekte olan ekonomilerin daha fazla do\u011frudan yat\u0131r\u0131m \u00e7ekebilmek ad\u0131na ne t\u00fcr yeni strateji, te\u015fvik ve politika geli\u015ftirebile-cekleri. Hi\u00e7 \u015f\u00fcphesiz, n\u00fcfusu artan, mal ve hizmet \u00fcretimi ile ticaretindeki kabiliyetlerini g\u00fc\u00e7lendiren, k\u00fcresel tedarik zincirindeki \u2018g\u00fcvenilir liman\u2019 konumunu per\u00e7inleyen ve ticaret koridorlar\u0131nda daha iddial\u0131 rol \u00fcstlenen T\u00fcrkiye, bu rekabette \u2018cazip \u00fclke\u2019 olmay\u0131 s\u00fcrd\u00fcrecek.<\/span><\/p>","slug":"kuresel-dogrudan-yatirim-rekabeti-tirmaniyor","tags":null,"meta_title":null,"meta_description":null,"meta_keywords":null,"news_cover_min":"\/front\/uploads\/blog\/thumbnail\/1720386000VlnIqQUhFwhNuWL.webp","news_cover":null,"news_video_min":null,"news_video":null,"view_count":6529,"cropped_1200x675":null,"user":{"id":11,"name":"KEREM","surname":"ALK\u0130N","email":"irem05@daglaroglu.com","slug":"prof-dr-kerem-alkin","avatar":"\/front\/uploads\/avatar\/17336916000GNrERW0ucj2Ja7.webp","status":1,"role":1,"email_verified_at":null,"orde":null,"created_at":"2022-09-15T09:39:41.000000Z","updated_at":"2024-12-18T09:50:43.000000Z","seo_title":null,"seo_description":null},"translations":[{"id":53614,"is_featured":0,"is_amp":0,"is_ads":0,"ads_link":null,"post_id":53488,"locale":"tr","category_id":73,"title":"K\u00fcresel \u2018do\u011frudan yat\u0131r\u0131m\u2019 rekabeti t\u0131rman\u0131yor","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. KEREM ALK\u0130N","content":" keremalkin@superonline.com<\/span><\/strong><\/p> \u00a0<\/span><\/p> 2008 k\u00fcresel finans krizinde ilk darbeyi alan, 2020\u2019de patlak veren k\u00fcresel vir\u00fcs salg\u0131n\u0131 ile iyice da\u011f\u0131lan, 2022 ba\u015f\u0131nda patlak veren Rusya-Ukrayna sava\u015f\u0131 ve takip eden k\u00fcresel ve b\u00f6lgesel jeopolitik ve jeoekonomik k\u0131r\u0131lmalar ile tabutuna son \u00e7ivilerin \u00e7ak\u0131ld\u0131\u011f\u0131 \u2018K\u00fcreselle\u015fme 2.0\u2019 d\u00f6neminin yerle yeksan olmas\u0131, k\u00fcresel ekonomi-politik sistemde yeni kavramlar\u0131n sorgulanmas\u0131n\u0131 da beraberinde getirdi.\u00a0<\/span><\/p> \u00a0<\/span><\/p> \u0130lk kavram \u2018ekonomi-politik par\u00e7alanma\u2019. \u00d6z\u00fc, d\u00fcnya ekonomisi ve siyasetinde yeni g\u00fc\u00e7 merkezleri aras\u0131 b\u00f6l\u00fcnmenin, par\u00e7alanman\u0131n, yeni \u00fclke gruplar\u0131n\u0131n olu\u015fumunun h\u0131z kazanm\u0131\u015f olmas\u0131.\u00a0<\/span><\/p> \u00a0<\/span><\/p> \u2018K\u00fcresel Kuzey\u2019 ve \u2018K\u00fcresel G\u00fcney\u2019 art\u0131k fazlas\u0131yla oturmu\u015f kavramlar iken, k\u00fcresel platformlarda \u2018K\u00fcresel Do\u011fu\u2019 gibi yeni bir kavram\u0131n dillendirildi\u011fini de g\u00f6r\u00fcyoruz.<\/span><\/p> \u00a0<\/span><\/p> STRATEJ\u0130K OTONOM\u0130<\/span><\/strong><\/p> \u00a0<\/span><\/p> \u0130kinci bir kavram \u2018stratejik otonomi\u2019. \u00d6nde gelen 40 ekonominin tar\u0131m ve g\u0131da, enerji, teknoloji ve dijital altyap\u0131 ile savunma alan\u0131nda kendine yetebilen ekonomi olmay\u0131 \u00f6nceliklendirmesi.\u00a0<\/span><\/p> \u00a0<\/span><\/p> Bu durum, \u2018K\u00fcreselle\u015fme 2.0\u2019\u0131n hararetle savundu\u011fu \u2018ekonomik ba\u011f\u0131ml\u0131l\u0131k\u2019 kavram\u0131n\u0131n da kullan\u0131m d\u0131\u015f\u0131 kald\u0131\u011f\u0131n\u0131 teyit ediyor. Yeni d\u00f6nem, do\u011frudan yat\u0131r\u0131mlarda da \u00fclke ekonomisine yeni altyap\u0131, yeni fabrika, yeni tesis kazand\u0131rma noktas\u0131ndaki yat\u0131r\u0131mlarda da \u2018friendshoring\u2019, yani sadece co\u011frafik olarak de\u011fil, daha da \u00f6nemlisi m\u00fcttefiklik ruhuna haiz \u00fclkelere do\u011frudan yat\u0131r\u0131mlar\u0131n y\u00f6nlendirilmesi y\u00f6n\u00fcnde e\u011filimleri \u00f6ne \u00e7\u0131kar\u0131yor. Bununla birlikte, ABD\u2019nin Trump ve Biden d\u00f6neminde att\u0131\u011f\u0131 ad\u0131mlar, ABD men\u015feli yat\u0131r\u0131mlar\u0131n daha \u00e7ok ABD\u2019de kalmas\u0131 y\u00f6n\u00fcndeki e\u011filimin de g\u00fc\u00e7lendi\u011fine i\u015faret ediyor. G7 \u00fclkeleri ge\u00e7ti\u011fimiz 25 y\u0131la k\u0131yasla, \u00f6n\u00fcm\u00fczdeki 10 y\u0131l i\u00e7in kendi yat\u0131r\u0131mc\u0131lar\u0131n\u0131n kendi ekonomilerine yat\u0131r\u0131m yapmas\u0131n\u0131 te\u015fvik etmeye odaklanm\u0131\u015f durumda.<\/span><\/p> \u00a0<\/span><\/p> 2 TR\u0130LYON DOLARLIK Z\u0130RVE<\/span><\/strong><\/p> \u00a0<\/span><\/p> \u2018So\u011fuk sava\u015f\u2019 bittikten sonra hareketlilik kazanm\u0131\u015f olan k\u00fcresel do\u011frudan yat\u0131r\u0131mlar pazar\u0131, 1990\u2019l\u0131 y\u0131llar\u0131n ba\u015flar\u0131nda 200 milyar dolar\u0131n bir miktar alt\u0131nda ve \u00fcst\u00fcnde bir b\u00fcy\u00fckl\u00fc\u011fe sahip iken, 1990\u2019l\u0131 y\u0131llar\u0131n sonlar\u0131na do\u011fru aral\u0131ks\u0131z artarak, 2000 y\u0131l\u0131nda 1.4 trilyon dolara ula\u015fm\u0131\u015f; 2001-2003 aras\u0131 11 Eyl\u00fcl, Afganistan ve Irak operasyonlar\u0131 d\u00f6neminde 550 milyar dolara kadar gerilemi\u015fti. Ard\u0131ndan, yeniden s\u0131k\u0131 bir t\u0131rman\u0131\u015f ya\u015fayan k\u00fcresel do\u011frudan yat\u0131r\u0131m hacmi, 2007\u2019de 1.9 trilyon dolar\u0131 ge\u00e7erek yeni bir rekora imza att\u0131ktan, 2008 k\u00fcresel finans krizi ve takip eden ekonomik \u00e7alkant\u0131larla epey dalgaland\u0131ktan sonra 2014\u2019te ula\u015ft\u0131\u011f\u0131 1.4 trilyon dolarl\u0131k b\u00fcy\u00fckl\u00fckten 2015 sonunda 2 trilyon 56 milyar dolara ula\u015farak ekonomi tarihindeki en y\u00fcksek seviyesini yakalam\u0131\u015ft\u0131.<\/span><\/p> \u00a0<\/span><\/p> CAZ\u0130P \u00dcLKE<\/span><\/strong><\/p> \u00a0<\/span><\/p> Ard\u0131ndan, k\u00fcresel ve b\u00f6lgesel anlamdaki bir\u00e7ok geli\u015fmeye ba\u011fl\u0131 olarak 2020\u2019de tekrar 1 trilyon dolar\u0131n alt\u0131na geriledi. 2022 sonu g\u00f6rd\u00fc\u011f\u00fc en y\u00fcksek y\u0131ll\u0131k hacim ise 1.3 trilyon dolar. \u00d6nde gelen 40 ekonominin merak etti\u011fi konu, k\u00fcresel do\u011frudan yat\u0131r\u0131m rekabeti \u00f6nde gelen \u00fclkelerde \u015firketlerin kendi \u00fclkelerine yat\u0131r\u0131m yapma e\u011filimini iyice tetiklerse k\u00fcresel hacmin nereye gerileyece\u011fi ve yava\u015flayan k\u00fcresel do\u011frudan yat\u0131r\u0131m hacmi i\u00e7erisinde, y\u00fckse-len geli\u015fmekte olan ekonomilerin daha fazla do\u011frudan yat\u0131r\u0131m \u00e7ekebilmek ad\u0131na ne t\u00fcr yeni strateji, te\u015fvik ve politika geli\u015ftirebile-cekleri. Hi\u00e7 \u015f\u00fcphesiz, n\u00fcfusu artan, mal ve hizmet \u00fcretimi ile ticaretindeki kabiliyetlerini g\u00fc\u00e7lendiren, k\u00fcresel tedarik zincirindeki \u2018g\u00fcvenilir liman\u2019 konumunu per\u00e7inleyen ve ticaret koridorlar\u0131nda daha iddial\u0131 rol \u00fcstlenen T\u00fcrkiye, bu rekabette \u2018cazip \u00fclke\u2019 olmay\u0131 s\u00fcrd\u00fcrecek.<\/span><\/p>","slug":"kuresel-dogrudan-yatirim-rekabeti-tirmaniyor","orjinalimage":"\/front\/uploads\/blog\/thumbnail\/1720386000VlnIqQUhFwhNuWL.webp","news_cover_min":"\/front\/uploads\/blog\/thumbnail\/1720386000VlnIqQUhFwhNuWL.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":6529,"yt":0,"ytid":"","ytimage":null,"imgdate":"2000-01-01 00:00:00","cuff_cover":null,"cropped_358x214":null,"cropped_842x474":null}]}}
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