{"id":1906,"date":"2016-12-08T09:23:49","date_gmt":"2016-12-08T06:23:49","guid":{"rendered":"https:\/\/adalethazar.com\/?p=1906"},"modified":"2016-12-08T09:23:49","modified_gmt":"2016-12-08T06:23:49","slug":"kurdaki-sert-dusus-sonrasi-beklentiler-ne-yonde","status":"publish","type":"post","link":"https:\/\/adalethazar.com\/index.php\/kurdaki-sert-dusus-sonrasi-beklentiler-ne-yonde\/","title":{"rendered":"Kurdaki sert d\u00fc\u015f\u00fc\u015f sonras\u0131 beklentiler ne y\u00f6nde?"},"content":{"rendered":"<h2 class=\"col-lg-12 col-md-12 col-sm-12 col-xs-12 authorNameDate\">Bloomberght &#8211; Uzmanlar, TL&#8217;ye destek kampanyas\u0131n\u0131n da etkisiyle tarihi seviyelerden d\u00fc\u015f\u00fc\u015fe ge\u00e7en kurda beklentilerini anlatt\u0131<\/h2>\n<p><!--more--><\/p>\n<p>Uzmanlar ge\u00e7en hafta rekor y\u00fcksek seviyelere \u00e7\u0131kan, ard\u0131ndan sert d\u00fc\u015f\u00fc\u015f kaydeden Dolar\/TL&#8217;de k\u0131sa ve uzun vadeli beklentilerini anlatt\u0131.<\/p>\n<p>\u0130ntegral Menkul De\u011ferler Ara\u015ft\u0131rma Uzman\u0131 Beste Naz K\u00f6ksal Bloomberg HT.com&#8217;a, &#8220;Dolar sat&#8221; kampanyas\u0131n\u0131n yayg\u0131nla\u015fmas\u0131yla beraber daha b\u00fcy\u00fck montanlara ula\u015fan dolar sat\u0131\u015f\u0131 ve geli\u015fen \u00fclke para birimlerinin pozitife ge\u00e7mesinin TL\u2019yi olumlu etkiledi\u011fini s\u00f6yledi.<\/p>\n<p>Yast\u0131k alt\u0131 alt\u0131n ve dolarlar\u0131n ekonomiye kazand\u0131r\u0131lmas\u0131 \u00e7abalar\u0131n\u0131n bir benzerinin daha \u00f6ncesinde G\u00fcney Kore\u2019de 1997 krizinde g\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc hat\u0131rlatan K\u00f6ksal, &#8220;Ocak 1998&#8217;te G\u00fcney Kore Halk\u0131 \u00fclkenin IMF bor\u00e7lar\u0131 nedeniyle alt\u0131nlar\u0131n\u0131 devlete ba\u011f\u0131\u015flayarak borcun k\u0131sa s\u00fcrede \u00f6denmesinde \u00f6nemli rol oynad\u0131. Daha \u00f6ncesinde denenen bu y\u00f6ntem G\u00fcney Kore\u2019de ba\u015far\u0131l\u0131 oldu ve halk\u0131n deste\u011finin \u00f6nemli oldu\u011fu test edilmi\u015f oldu&#8221; dedi.<\/p>\n<p><strong>&#8220;KAMPANYALAR TL&#8217;Y\u0130 OLUMLU ETK\u0130LED\u0130&#8221;<\/strong><\/p>\n<p>Beste Naz K\u00f6ksal, &#8220;\u00dclkemizde de son d\u00f6nemde artan d\u00f6viz kuru kar\u015f\u0131s\u0131nda yast\u0131k alt\u0131 alt\u0131nlar\u0131n ekonomiye kazand\u0131r\u0131lmas\u0131n\u0131 ve dolarlar\u0131n bozdurulup TL\u2019ye sahip \u00e7\u0131kma kampanyalar\u0131 hayli yayg\u0131nla\u015ft\u0131. Kampanyan\u0131n yayg\u0131nla\u015fmas\u0131yla geli\u015fen \u00fclke para birimlerinin pozitife ge\u00e7mesi TL\u2019yi olumlu etkiledi. 8 Kas\u0131m ABD se\u00e7imleri sonras\u0131 da yava\u015flayan Trump rallisi dolar\u0131n h\u0131z kesmesine neden oldu.&#8221; diye konu\u015ftu.<\/p>\n<p><strong>D\u00dc\u015e\u00dc\u015e NEREYE KADAR? <\/strong><\/p>\n<p>K\u00f6ksal; &#8220;Dolara de\u011fer kazand\u0131racak yeni bir hikaye olmamas\u0131 halinde 3.40 seviyesini zorlayan dolar kurunda bu deste\u011fin k\u0131r\u0131lmas\u0131 3.25-3.30 seviyelerine do\u011fru k\u0131sa vadeli bir geri \u00e7ekilmeye neden olabilir. Dolar kurunun 3.60\u2019\u0131 test edip geri \u00e7ekilmesi ve ABD\u2019de i\u015flem g\u00f6ren T\u00fcrk ETF\u2019leri de \u00f6nemli bir seviyeden d\u00f6n\u00fc\u015f yapmas\u0131 bize kurda en k\u00f6t\u00fcy\u00fc fiyatlad\u0131\u011f\u0131m\u0131z\u0131 g\u00f6steriyor.&#8221; yorumunu yapt\u0131.<\/p>\n<p>Societe Generale Geli\u015fen \u00dclkeler Strateji Direkt\u00f6r\u00fc Phoenix Kalen Bloomberg HT&#8217;ye TL&#8217;nin bu y\u0131l yakla\u015f\u0131k %20 de\u011fer kaybetti\u011fini, bu de\u011fer kayb\u0131ndan sonra TL&#8217;de ilk \u00e7eyrek sonunda s\u0131\u00e7rama olabilece\u011fini \u00f6ng\u00f6rd\u00fc. Kalen, &#8220;Politik belirsizli\u011fin de ortadan kalkmas\u0131yla birlikte T\u00fcrk Liras\u0131 yeniden g\u00fc\u00e7lenebilir. 2017 sonunda kur 3.57 olabilir&#8221; diye konu\u015ftu.<\/p>\n<p><strong>&#8220;TEMK\u0130NL\u0130 YAKLA\u015eIYORUZ&#8221;<\/strong><\/p>\n<p>Kapital FX Ara\u015ft\u0131rma Uzman\u0131 Enver Erkan TCMB\u2019nin Para ve Kur Politikalar\u0131 Sunumu sonras\u0131nda olu\u015fan geri \u00e7ekilme e\u011filiminin kurda devam etti\u011fini belirtirken kurdaki geri \u00e7ekilmeye temkinli yakla\u015ft\u0131klar\u0131n\u0131 s\u00f6yledi.<\/p>\n<p>Erkan konuya dair, &#8220;Temel hikayede de\u011fi\u015fim olmamas\u0131 ve USDTRY\u2019deki geri \u00e7ekilmenin teknik ayr\u0131nt\u0131larla ilgili olmas\u0131 nedeniyle temkinli yakla\u015f\u0131yoruz. USDTRY\u2019de 3,50 seviyesini izlemeye devam ediyoruz. 3,50 \u2013 3,45 ve 3,45 \u2013 3,41 a\u015fa\u011f\u0131daki olas\u0131 dalgalanma bantlar\u0131d\u0131r. Biz bu noktada 3,41 \u2013 3,40 b\u00f6lgesinin \u00f6nemi \u00fczerinde biraz daha duruyoruz. \u00c7\u00fcnk\u00fc bu seviyeler; \u00f6nceden \u00f6nemli diren\u00e7 noktalar\u0131yd\u0131lar ve art\u0131k destek haline geldiler. 3,41 a\u015fa\u011f\u0131s\u0131nda 3,35 seviyesine kadar geri \u00e7ekilme de m\u00fcmk\u00fcn olmakla beraber, 3,30 a\u015fa\u011f\u0131s\u0131n\u0131n ise zor oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyoruz&#8221; dedi.<\/p>\n<p>Erkan 3,50 \u00fczerine tekrar ge\u00e7ilmesi halinde ise TL\u2019nin duyarl\u0131l\u0131\u011f\u0131n\u0131n yine artaca\u011f\u0131n\u0131, bu durumun da oynakl\u0131\u011f\u0131 beraberinde getirererek 3,60 \u2013 3,65 hareketinin \u00f6n\u00fcn\u00fc a\u00e7abilece\u011fini ifade etti.<\/p>\n<p>Ge\u00e7en hafta Borsa \u0130stanbul t\u00fcm nakdi varl\u0131klar\u0131n\u0131 TL&#8217;ye \u00e7evirme karar\u0131 alm\u0131\u015f, TMSF alacaklar\u0131n tahsilat\u0131nda ve bundan sonraki sat\u0131\u015flarda i\u015flemlerin T\u00fcrk liras\u0131 ile y\u00fcr\u00fct\u00fclece\u011fini bildirmi\u015fti. Bu kampanyaya \u00d6zelle\u015ftirme \u0130daresi Ba\u015fkanl\u0131\u011f\u0131, EPDK gibi kurumlar da destek vermi\u015fti.<\/p>\n<p>Ge\u00e7en hafta 3.59&#8217;u a\u015farak rekor k\u0131ran ve bug\u00fcn itibariyle 3.40&#8217;lara gerileyen T\u00fcrk Liras\u0131 bu y\u0131l dolar kar\u015f\u0131s\u0131nda\u00a0 %15 de\u011fer kaybetti.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Bloomberght &#8211; Uzmanlar, TL&#8217;ye destek kampanyas\u0131n\u0131n da etkisiyle tarihi seviyelerden d\u00fc\u015f\u00fc\u015fe ge\u00e7en kurda beklentilerini anlatt\u0131<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[1],"tags":[],"views":1462,"_links":{"self":[{"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts\/1906"}],"collection":[{"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/comments?post=1906"}],"version-history":[{"count":1,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts\/1906\/revisions"}],"predecessor-version":[{"id":1907,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts\/1906\/revisions\/1907"}],"wp:attachment":[{"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/media?parent=1906"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/categories?post=1906"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/tags?post=1906"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}