{"id":2384,"date":"2017-02-01T09:14:44","date_gmt":"2017-02-01T06:14:44","guid":{"rendered":"https:\/\/adalethazar.com\/?p=2384"},"modified":"2017-02-01T09:14:44","modified_gmt":"2017-02-01T06:14:44","slug":"ubs-fedin-faiz-senaryosunu-degistirmesi-en-fazla-rand-ve-tlyi-etkiler","status":"publish","type":"post","link":"https:\/\/adalethazar.com\/index.php\/ubs-fedin-faiz-senaryosunu-degistirmesi-en-fazla-rand-ve-tlyi-etkiler\/","title":{"rendered":"UBS: Fed’in faiz senaryosunu de\u011fi\u015ftirmesi en fazla Rand ve TL’yi etkiler"},"content":{"rendered":"

Bloomberght – UBS’e g\u00f6re Fed’in faiz art\u0131r\u0131m\u0131 senaryosunu de\u011fi\u015ftirmesi, en fazla G\u00fcney Afrika ve T\u00fcrkiye paralar\u0131n\u0131 etkiler<\/h2>\n

<\/p>\n

UBS Varl\u0131k Y\u00f6netimi, 2.1 trilyon dolarl\u0131k varl\u0131\u011fa sahip m\u00fc\u015fterilerinin, ge\u00e7en y\u0131lki rallinin ard\u0131ndan geli\u015fen piyasa varl\u0131klar\u0131ndaki pozisyonlar\u0131n\u0131 art\u0131rmaya haz\u0131r olduklar\u0131n\u0131 dile getirdi.<\/p>\n

Z\u00fcrih’te geli\u015fen piyasa varl\u0131klar\u0131 birim y\u00f6neticisi Michael Bolliger, s\u00f6z konusu varl\u0131k s\u0131n\u0131f\u0131 i\u00e7in bu y\u0131l orta-y\u00fcksek tek haneli getiri \u00f6ng\u00f6r\u00fcyor. Bolliger’a g\u00f6re 2016 y\u0131l\u0131nda hisse senetleri ve tahvillerde g\u00f6r\u00fclen g\u00fc\u00e7l\u00fc performans\u0131n ard\u0131ndan m\u00fc\u015fteriler, -bu \u00fclkelere fon giri\u015finin bu y\u0131l da devam etmesinin etkisiyle- geli\u015fen piyasa varl\u0131klar\u0131na yat\u0131r\u0131m yapma konusunda rahat hissediyorlar.<\/p>\n

Bolliger, 27 Ocak’ta ger\u00e7ekle\u015ftirilen bir m\u00fclakata \u201c\u0130yi bir y\u0131ld\u0131 ve insanlar bu durumu dikkate ald\u0131. Is\u0131nmalar\u0131 ve ilgilerinin artmas\u0131 i\u00e7in (geli\u015fen piyasalarda) bir ka\u00e7 \u00e7eyrek boyunca iyi performans kaydedilmesi gerekiyordu. \u015eu an olan \u015fey budur\u201d dedi.<\/p>\n

Bolliger’\u0131n i\u015faret etti\u011fi noktalar:<\/p>\n

UBS m\u00fc\u015fterileri Orta Do\u011fu’da ya yoklar ya da \u00e7ok az varl\u0131k g\u00f6steriyorlar. Petrol <\/i><\/a> ve do\u011falgaz ihracat\u0131na ba\u011f\u0131ml\u0131l\u0131\u011f\u0131 azaltacak reform programlar\u0131 ve planlaruzun vadeli yat\u0131r\u0131mc\u0131lar i\u00e7in f\u0131rsatlar sunacak.<\/p>\n

Rus hisse senetleri Bolliger’\u0131n favori varl\u0131k grubu ve yerel tahvillerden hisse senetlerine d\u00f6n\u00fcyor. Bolliger’a g\u00f6re Rusya’daki resesyon sona erdi ve b\u00fcy\u00fcme y\u00fczde 1.5’e kadar \u00e7\u0131kabilir.<\/p>\n

ABD istihdam piyasas\u0131 geli\u015fen piyasalar i\u00e7in risk olu\u015fturuyor. H\u0131z kazanan \u00fccret enflasyonu Fed’i 2017 y\u0131l\u0131nda iki faiz art\u0131r\u0131m\u0131 olacak bir senaryodan d\u00f6rt ya da be\u015f faiz art\u0131r\u0131m\u0131 olacak bir senaryoya ge\u00e7meye te\u015fvik edebilir. G\u00fcney Afrika ve T\u00fcrkiye paralar\u0131 en b\u00fcy\u00fck darbeyi alacak olanlar.<\/p>\n","protected":false},"excerpt":{"rendered":"

Bloomberght – UBS’e g\u00f6re Fed’in faiz art\u0131r\u0131m\u0131 senaryosunu de\u011fi\u015ftirmesi, en fazla G\u00fcney Afrika ve T\u00fcrkiye paralar\u0131n\u0131 etkiler<\/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":1701,"_links":{"self":[{"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts\/2384"}],"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=2384"}],"version-history":[{"count":1,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts\/2384\/revisions"}],"predecessor-version":[{"id":2385,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/posts\/2384\/revisions\/2385"}],"wp:attachment":[{"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/media?parent=2384"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/categories?post=2384"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/adalethazar.com\/index.php\/wp-json\/wp\/v2\/tags?post=2384"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}