{"status":true,"post":{"id":12611,"user_id":23,"status":1,"type":1,"orde":null,"notification_type":3,"static_post":0,"published_at":"2022-10-21 09:18:10","created_at":"2015-09-06T21:00:00.000000Z","updated_at":"2022-10-21T06:18:10.000000Z","edited_at":"2024-12-17 22:35:21","source_id":null,"post_id":12611,"is_featured":0,"title":"Mali piyasalar ve yans\u0131malar\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":null,"content":"  \t\t\t\t\t  \t\t\t\t\t<p><span class=\"large\">Global piyasalarda son zamanlarda \u00c7in\u2019deki geli\u015fmeler ana etken olarak ortaya \u00e7\u0131k\u0131yor. B\u00fcy\u00fcme konusundaki endi\u015feler ve deval\u00fcasyon gibi geli\u015fmeler dalga dalga t\u00fcm d\u00fcnyay\u0131 vurdu ve vurmaya da devam ediyor. Bir yandan borsalar ciddi kay\u0131plar verirken faiz ve kurlardaki y\u00fckseli\u015fler de \u00f6nemli zararlar vermi\u015f durumda.<\/span><\/p>  <p><span class=\"large\"><strong>TL\u2019N\u0130N DE\u011eER KAYBI<\/strong><\/span><\/p>  <p><span class=\"large\">B\u00fcy\u00fcme konusunda hedeflerin a\u015fa\u011f\u0131 \u00e7ekilmesi, FED faiz art\u0131r\u0131m\u0131n\u0131n \u00f6telenip \u00f6telenmeyece\u011fi gibi hususlar g\u00fcndemin en \u00fcst s\u0131ralar\u0131ndaki yerini koruyor.<\/span><span class=\"large\">T\u00fcrkiye piyasalar\u0131 ise se\u00e7im sonras\u0131 bir t\u00fcrl\u00fc netle\u015femeyen siyasi tablonun olumsuzlu\u011fuyla bu global olumsuz havan\u0131n etkisine haz\u0131rl\u0131ks\u0131z yakaland\u0131. Bu nedenle de sepet baz\u0131nda TL olduk\u00e7a \u00f6nemli de\u011fer kay\u0131plar\u0131 ya\u015fad\u0131. 17 Temmuz\u2019da 2.76 civar\u0131nda bulunan y\u00fczde 50 USD+y\u00fczde 50 Euro\u2019dan olu\u015fan d\u00f6viz sepeti son g\u00fcnlerde 3.23 TL\u2019nin de \u00fczerine \u00e7\u0131kt\u0131.<\/span><\/p>  <p><span class=\"large\"><strong>KURLARLA REKABET AVANTAJI <\/strong><\/span><\/p>  <p><span class=\"large\">Son a\u00e7\u0131klanan cari a\u00e7\u0131k verilerinin k\u00f6t\u00fc gelmesi TL\u2019nin de\u011fersiz olmas\u0131n\u0131n tek ba\u015f\u0131na d\u0131\u015f ticaret avantaj\u0131 yaratamayaca\u011f\u0131n\u0131n da ispat\u0131 durumuna geldi. Global kriz h\u00e2l\u00e2 etkisini s\u00fcrd\u00fcr\u00fcrken sadece kurlarla rekabet avantaj\u0131 kazanmak m\u00fcmk\u00fcn de\u011fil. <\/span><\/p>  <p><span class=\"large\">Bunun yan\u0131nda toplam kamu bor\u00e7 sto\u011funun artmas\u0131 reel sekt\u00f6r\u00fcn d\u00f6viz kredilerini daha pahal\u0131 olarak \u00f6demeleri nedeniyle yazd\u0131klar\u0131 kur fark\u0131 zararlar\u0131 vergi gelirlerine de olumsuz yans\u0131rken, nakit dengelerini de ciddi oranda zorlayacakt\u0131r.<\/span><\/p>  <p><span class=\"large\">Kurlarda istikrar\u0131n en d\u00fc\u015f\u00fck faiz seviyelerinde sa\u011flanmas\u0131 i\u00e7in \u00f6nce g\u00fc\u00e7l\u00fc bir siyasi iradeye ihtiya\u00e7 bulunuyor. Bunun i\u00e7in 1 Kas\u0131m 2015 beklenecek. Bu aralar spek\u00fclat\u00f6rler zay\u0131f durumdan yararlanmak i\u00e7in hi\u00e7 bo\u015f durmayacaklar\u0131ndan TCMB gibi kurumlar\u0131n da son derece uyan\u0131k olmas\u0131 gerekir. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> <strong>NAK\u0130T PLANLAMANIZI \u0130Y\u0130 YAPIN<\/strong><\/span><br><span class=\"large\"> D\u00fc\u015fen cirolar, y\u00fckselen faiz ve kurlarla birlikte bir\u00e7ok \u015firkette ciddi s\u0131k\u0131nt\u0131lar yaratabilir. Bu nedenle de \u015firketlerin nakit planlamas\u0131n\u0131 \u00e7ok \u00e7ok iyi yapmalar\u0131 gerekir. <\/span><\/p>  <p><span class=\"large\">\u0130n\u015faat sekt\u00f6r\u00fc verilerinde \u00f6zellikle istihdama y\u00f6nelik olanlar\u0131n olumsuz e\u011filimi s\u00fcrd\u00fcrmesi bu piyasada yak\u0131n zamanda nakit d\u00f6ng\u00fclerde s\u0131k\u0131nt\u0131 olabilece\u011finin de sinyallerini bize veriyor. Bu durumda \u00f6zellikle projelere sa\u011flanan finansman olanaklar\u0131n\u0131n kalitesi bu sekt\u00f6rde ciddi etkili olacakt\u0131r. K\u0131sa vadeli kaynaklar\u0131n uzun vadeli proje finansman\u0131nda kullan\u0131lmas\u0131 mevcut ko\u015fullarda \u00e7ok ama \u00e7ok tehlikelidir.<\/span><\/p>  <p><span class=\"large\"><strong>Son s\u00f6z: Kriz \u00e7ok tehlikelidir ama f\u0131rsata \u00e7eviren ciddi k\u00e2rlar yapabilir.<\/strong><\/span><\/p>  \t\t\t\t","slug":"mali-piyasalar-ve-yansimalari","tags":"K\u00f6\u015fe Yaz\u0131s\u0131","meta_title":"Mali piyasalar ve yans\u0131malar\u0131","meta_description":"Hikmet Baydar","meta_keywords":"K\u00f6\u015fe Yaz\u0131s\u0131","news_cover_min":null,"news_cover":null,"news_video_min":null,"news_video":null,"view_count":1082,"cropped_1200x675":null,"user":{"id":23,"name":"H\u0130KMET","surname":"BAYDAR","email":"hikmet-baydar@gmail.com","slug":"hikmet-baydar","avatar":"\/front\/uploads\/avatar\/1733691600m8IdzrjJsMVvSMC.webp","status":1,"role":1,"email_verified_at":null,"orde":null,"created_at":"2022-10-19T14:42:06.000000Z","updated_at":"2024-12-18T09:49:02.000000Z","seo_title":null,"seo_description":null},"translations":[{"id":12710,"is_featured":0,"is_amp":0,"is_ads":0,"ads_link":null,"post_id":12611,"locale":"tr","category_id":73,"title":"Mali piyasalar ve yans\u0131malar\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":null,"content":"  \t\t\t\t\t  \t\t\t\t\t<p><span class=\"large\">Global piyasalarda son zamanlarda \u00c7in\u2019deki geli\u015fmeler ana etken olarak ortaya \u00e7\u0131k\u0131yor. B\u00fcy\u00fcme konusundaki endi\u015feler ve deval\u00fcasyon gibi geli\u015fmeler dalga dalga t\u00fcm d\u00fcnyay\u0131 vurdu ve vurmaya da devam ediyor. Bir yandan borsalar ciddi kay\u0131plar verirken faiz ve kurlardaki y\u00fckseli\u015fler de \u00f6nemli zararlar vermi\u015f durumda.<\/span><\/p>  <p><span class=\"large\"><strong>TL\u2019N\u0130N DE\u011eER KAYBI<\/strong><\/span><\/p>  <p><span class=\"large\">B\u00fcy\u00fcme konusunda hedeflerin a\u015fa\u011f\u0131 \u00e7ekilmesi, FED faiz art\u0131r\u0131m\u0131n\u0131n \u00f6telenip \u00f6telenmeyece\u011fi gibi hususlar g\u00fcndemin en \u00fcst s\u0131ralar\u0131ndaki yerini koruyor.<\/span><span class=\"large\">T\u00fcrkiye piyasalar\u0131 ise se\u00e7im sonras\u0131 bir t\u00fcrl\u00fc netle\u015femeyen siyasi tablonun olumsuzlu\u011fuyla bu global olumsuz havan\u0131n etkisine haz\u0131rl\u0131ks\u0131z yakaland\u0131. Bu nedenle de sepet baz\u0131nda TL olduk\u00e7a \u00f6nemli de\u011fer kay\u0131plar\u0131 ya\u015fad\u0131. 17 Temmuz\u2019da 2.76 civar\u0131nda bulunan y\u00fczde 50 USD+y\u00fczde 50 Euro\u2019dan olu\u015fan d\u00f6viz sepeti son g\u00fcnlerde 3.23 TL\u2019nin de \u00fczerine \u00e7\u0131kt\u0131.<\/span><\/p>  <p><span class=\"large\"><strong>KURLARLA REKABET AVANTAJI <\/strong><\/span><\/p>  <p><span class=\"large\">Son a\u00e7\u0131klanan cari a\u00e7\u0131k verilerinin k\u00f6t\u00fc gelmesi TL\u2019nin de\u011fersiz olmas\u0131n\u0131n tek ba\u015f\u0131na d\u0131\u015f ticaret avantaj\u0131 yaratamayaca\u011f\u0131n\u0131n da ispat\u0131 durumuna geldi. Global kriz h\u00e2l\u00e2 etkisini s\u00fcrd\u00fcr\u00fcrken sadece kurlarla rekabet avantaj\u0131 kazanmak m\u00fcmk\u00fcn de\u011fil. <\/span><\/p>  <p><span class=\"large\">Bunun yan\u0131nda toplam kamu bor\u00e7 sto\u011funun artmas\u0131 reel sekt\u00f6r\u00fcn d\u00f6viz kredilerini daha pahal\u0131 olarak \u00f6demeleri nedeniyle yazd\u0131klar\u0131 kur fark\u0131 zararlar\u0131 vergi gelirlerine de olumsuz yans\u0131rken, nakit dengelerini de ciddi oranda zorlayacakt\u0131r.<\/span><\/p>  <p><span class=\"large\">Kurlarda istikrar\u0131n en d\u00fc\u015f\u00fck faiz seviyelerinde sa\u011flanmas\u0131 i\u00e7in \u00f6nce g\u00fc\u00e7l\u00fc bir siyasi iradeye ihtiya\u00e7 bulunuyor. Bunun i\u00e7in 1 Kas\u0131m 2015 beklenecek. Bu aralar spek\u00fclat\u00f6rler zay\u0131f durumdan yararlanmak i\u00e7in hi\u00e7 bo\u015f durmayacaklar\u0131ndan TCMB gibi kurumlar\u0131n da son derece uyan\u0131k olmas\u0131 gerekir. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> <strong>NAK\u0130T PLANLAMANIZI \u0130Y\u0130 YAPIN<\/strong><\/span><br><span class=\"large\"> D\u00fc\u015fen cirolar, y\u00fckselen faiz ve kurlarla birlikte bir\u00e7ok \u015firkette ciddi s\u0131k\u0131nt\u0131lar yaratabilir. Bu nedenle de \u015firketlerin nakit planlamas\u0131n\u0131 \u00e7ok \u00e7ok iyi yapmalar\u0131 gerekir. <\/span><\/p>  <p><span class=\"large\">\u0130n\u015faat sekt\u00f6r\u00fc verilerinde \u00f6zellikle istihdama y\u00f6nelik olanlar\u0131n olumsuz e\u011filimi s\u00fcrd\u00fcrmesi bu piyasada yak\u0131n zamanda nakit d\u00f6ng\u00fclerde s\u0131k\u0131nt\u0131 olabilece\u011finin de sinyallerini bize veriyor. Bu durumda \u00f6zellikle projelere sa\u011flanan finansman olanaklar\u0131n\u0131n kalitesi bu sekt\u00f6rde ciddi etkili olacakt\u0131r. K\u0131sa vadeli kaynaklar\u0131n uzun vadeli proje finansman\u0131nda kullan\u0131lmas\u0131 mevcut ko\u015fullarda \u00e7ok ama \u00e7ok tehlikelidir.<\/span><\/p>  <p><span class=\"large\"><strong>Son s\u00f6z: Kriz \u00e7ok tehlikelidir ama f\u0131rsata \u00e7eviren ciddi k\u00e2rlar yapabilir.<\/strong><\/span><\/p>  \t\t\t\t","slug":"mali-piyasalar-ve-yansimalari","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":"Mali piyasalar ve yans\u0131malar\u0131","meta_description":"Hikmet Baydar","meta_keywords":"K\u00f6\u015fe Yaz\u0131s\u0131","view_count":1082,"yt":0,"ytid":"","ytimage":null,"imgdate":"2000-01-01 00:00:00","cuff_cover":null,"cropped_358x214":null,"cropped_842x474":null}]}}