{"id":1366,"date":"2023-07-06T13:26:43","date_gmt":"2023-07-06T10:26:43","guid":{"rendered":"https:\/\/es-exchange.com\/haberler\/?p=1366"},"modified":"2023-07-06T13:26:43","modified_gmt":"2023-07-06T10:26:43","slug":"borsada-ralli-suruyor","status":"publish","type":"post","link":"https:\/\/es-exchange.com\/haberler\/?p=1366","title":{"rendered":"Borsada ralli s\u00fcr\u00fcyor"},"content":{"rendered":"
\n

\n\tY\u0131l\u0131n ilk yar\u0131s\u0131nda ya\u015fanan deprem felaketi ve se\u00e7im belirsizli\u011fi nedeniyle dalgal\u0131 bir seyir izleyen BIST 100 endeksi, se\u00e7im belirsizli\u011finin sonlanmas\u0131 ve yeni ekonomi y\u00f6netiminin ad\u0131mlar\u0131yla birlikte y\u00fckseli\u015f e\u011filimine ge\u00e7ti.<\/p>\n

\n\tSe\u00e7im \u00f6ncesi 4.300 puana kadar gerileyen BIST 100 endeksi, se\u00e7im sonras\u0131 yakla\u015f\u0131k y\u00fczde 43 y\u00fckseli\u015fle 6.150 puan s\u0131n\u0131r\u0131n\u0131 a\u015ft\u0131.<\/p>\n

\n\tBIST 100 endeksi dolar bazl\u0131 incelendi\u011finde hala 234 centten i\u015flem g\u00f6r\u00fcrken, 510 centlik tarihi zirvesinin olduk\u00e7a uza\u011f\u0131nda bulunuyor.<\/p>\n<\/p>\n

\n
\"V\u0130OP'ta<\/div>\n
V\u0130OP’ta endeks kontrat\u0131 g\u00fcne y\u00fckseli\u015fle ba\u015flad\u0131<\/div>\n<\/div>\n

\n\tY\u0131lba\u015f\u0131ndan bu yana sekt\u00f6r bazl\u0131 performanslar incelendi\u011finde en \u00e7ok getirinin yakla\u015f\u0131k y\u00fczde 51’le ula\u015ft\u0131rma sekt\u00f6r\u00fcnden elde edildi\u011fi g\u00f6r\u00fcl\u00fcrken, en \u00e7ok kaybettiren ise yakla\u015f\u0131k y\u00fczde 16 ile turizm oldu.<\/p>\n

\n\tAnalistler, yeni ekonomi y\u00f6netimiyle birlikte at\u0131lacak ad\u0131mlar\u0131n \u00f6nemine dikkati \u00e7ekerek, bu d\u00f6nemde yap\u0131lacak s\u00f6zle y\u00f6nlendirmelerle birlikte piyasalarda soru i\u015faretlerinin azalabilece\u011fini ve bu durumun varl\u0131k fiyatlar\u0131n\u0131 olumlu etkileyebilece\u011fini ifade etti.<\/p>\n

\n\tDolar kurundaki y\u00fckseli\u015fin \u00f6zellikle d\u00f6viz gelirleri y\u00fcksek \u015firketleri olumlu etkilemesinin beklendi\u011fine dikkati \u00e7eken analistler, borsadaki y\u00fckseli\u015f e\u011filiminin y\u0131l\u0131n ikinci yar\u0131s\u0131nda at\u0131lacak ad\u0131mlarla birlikte yabanc\u0131 yat\u0131r\u0131mc\u0131n\u0131n da ilgisiyle devam edebilece\u011fini bildirdi.<\/p>\n

\n\t“Borsada olumlu hava s\u00fcrebilir ancak rakipleri \u00e7o\u011fald\u0131”<\/strong><\/p>\n

\n\tA1 Capital Ara\u015ft\u0131rma Genel M\u00fcd\u00fcr Yard\u0131mc\u0131s\u0131 Baki At\u0131lal, “Y\u0131l\u0131n ikinci yar\u0131s\u0131nda en belirleyici etmenler, Merkez Bankas\u0131’n\u0131n (TCMB) faiz kararlar\u0131 ile Hazine ve Maliye Bakanl\u0131\u011f\u0131’n\u0131n maliye politikalar\u0131 olacak” de\u011ferlendirmesinde bulundu.<\/p>\n

\n\tRasyonaliteye ge\u00e7me d\u00f6nemi olarak bakt\u0131klar\u0131 y\u0131l\u0131n ikinci yar\u0131s\u0131nda yurt d\u0131\u015f\u0131n\u0131 da takip edeceklerini ifade eden At\u0131lal, ancak yurt i\u00e7inde at\u0131lacak ad\u0131mlar\u0131n yabanc\u0131 nezdinde kredibilitesinin ne olaca\u011f\u0131n\u0131 g\u00f6rmeyi bekleyecekleri bir yar\u0131 olaca\u011f\u0131n\u0131 belirtti.<\/p>\n

\n\tAt\u0131lal, sene sonuna kadar yat\u0131r\u0131mc\u0131lar\u0131n akl\u0131n\u0131 kurcalayan bir\u00e7ok soru oldu\u011funa dikkati \u00e7ekerek, \u015funlar\u0131 kaydetti:<\/p>\n

\n\t“Para ve maliye politikalar\u0131 ile yabanc\u0131 hisse taraf\u0131na, tahvil taraf\u0131na, do\u011frudan yabanc\u0131 yat\u0131r\u0131m taraf\u0131na ne \u00f6l\u00e7\u00fcde ilgi g\u00f6sterecek ve normalle\u015fme ad\u0131mlar\u0131 devam edecek mi? Rezerv iyile\u015ftirme ne olacak? KKM s\u00fcreci ne olacak? TCMB\u2019nin faiz art\u0131r\u0131mlar\u0131 ne \u00f6l\u00e7\u00fcde devam edecek? TCMB\u2019nin bankac\u0131l\u0131k sekt\u00f6r\u00fcne y\u00f6nelik normalle\u015fme ad\u0131mlar\u0131 yeterli dereceye gelecek mi? Enflasyon g\u00f6r\u00fcn\u00fcm\u00fc ne olacak? TCMB\u2019nin beklentisi nedir? gibi yurt i\u00e7i piyasalara y\u00f6nelik geli\u015fmeler hem borsa hem kur hem de tahvil taraf\u0131n\u0131 y\u00f6nlendirecektir. Bizim beklentimiz t\u00fcm bu soru i\u015faretlerinin cevaplar\u0131n\u0131n a\u011f\u0131rl\u0131kl\u0131 olarak TCMB enflasyon g\u00f6r\u00fcn\u00fcm raporu ile birlikte ortadan kalkmas\u0131 y\u00f6n\u00fcndedir.”<\/p>\n

\n\t\u0130zlenen politikan\u0131n kurlarda, bunun da enflasyon beklentilerinde art\u0131\u015fa yol a\u00e7aca\u011f\u0131 beklentisiyle borsan\u0131n g\u00fc\u00e7l\u00fc kalmas\u0131n\u0131 \u00f6ng\u00f6rmekte olduklar\u0131n\u0131 aktaran At\u0131lal, di\u011fer taraftan borsan\u0131n rakiplerinin de \u00e7o\u011fald\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n

\n\t“D\u00f6viz geliri y\u00fcksek \u015firketler i\u00e7in durum olduk\u00e7a pozitif”<\/strong><\/p>\n

\n\tDinamik Yat\u0131r\u0131m Ba\u015fekonomisti Enver Erkan da dolar kurundaki art\u0131\u015f nedeniyle y\u0131l\u0131n ikinci yar\u0131s\u0131nda d\u00f6viz geliri sa\u011flayan \u015firketler a\u00e7\u0131s\u0131ndan durumun olduk\u00e7a pozitif olaca\u011f\u0131n\u0131 ifade etti.<\/p>\n

\n\tMakro bazda, yeni ekonomi ekibinin, may\u0131sta yap\u0131lan se\u00e7imlerin ard\u0131ndan kademeli olarak geleneksel politikalara d\u00f6n\u00fc\u015f s\u00f6z\u00fc verdi\u011fini belirterek, \u015fu de\u011ferlendirmelerde bulundu:<\/p>\n

\n\t“Bu geleneksel politikalara d\u00f6n\u00fc\u015f yakla\u015f\u0131m\u0131n\u0131n, ekonomiye daha fazla \u00f6ng\u00f6r\u00fclebilirlik getirmesi ve piyasay\u0131 zorla\u015ft\u0131ran m\u00fcdahaleci d\u00fczenlemeleri rahatlatmas\u0131 y\u00f6n\u00fcnde ilerleniyor. Hi\u00e7 \u015f\u00fcphesiz finansal kesim ve reel sekt\u00f6r bu etkilerden memnun olacakt\u0131r. Dolay\u0131s\u0131yla kurda y\u00fckseli\u015f devam ederken, ortodoks politikalar\u0131n bir yans\u0131mas\u0131 olarak beklentilerdeki olumlula\u015fma hisse senetlerine de yans\u0131yacakt\u0131r.”<\/p>\n

\n\t“BIST 100 endeksi 7.800’\u00fc g\u00f6rebilir”<\/strong><\/p>\n

\n\tTrive Yat\u0131r\u0131m Ara\u015ft\u0131rma Direkt\u00f6r\u00fc Dr. Tu\u011fberk \u00c7itilci de 6.000 psikolojik seviyesini a\u015fan BIST 100 endeksinin yukar\u0131 y\u00f6nl\u00fc momentumuna devam etti\u011fini belirterek, “Endeks 100 i\u00e7in ilk etap olarak 6.500 seviyesini takip ediyoruz. 6.500 seviyesi sonras\u0131nda momentum se\u00e7ici bir hareketle hisse \u00f6zelinde devam edebilir ve 7.800 hedefi devreye girebilir” de\u011ferlendirmesinde bulundu.<\/p>\n

\n\tKurun yukar\u0131 y\u00f6nl\u00fc hareketinin ihracat\u00e7\u0131 sekt\u00f6rleri pozitif etkiledi\u011fini ve “kur yukar\u0131, borsa yukar\u0131” yakla\u015f\u0131m\u0131n\u0131n ralliyi destekledi\u011fini ifade eden \u00c7itilci, sekt\u00f6r endeksleri aras\u0131nda ula\u015ft\u0131rma, g\u0131da ve giyim, perakende ve otomotivi izlediklerini bildirdi.<\/p>\n

\n
ET\u0130KETLER<\/div>\n
\n Borsa
\n Borsa \u0130stanbul\n <\/div>\n<\/p><\/div>\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"

Y\u0131l\u0131n ilk yar\u0131s\u0131nda ya\u015fanan deprem felaketi ve se\u00e7im belirsizli\u011fi nedeniyle dalgal\u0131 bir seyir izleyen BIST…<\/p>\n","protected":false},"author":1,"featured_media":129,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[2024,1925,762],"class_list":["post-1366","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi-haberleri","tag-borsada","tag-ralli","tag-suruyor"],"yoast_head":"\nBorsada ralli s\u00fcr\u00fcyor - Es-Exchange Ekonomi Haberleri<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/es-exchange.com\/haberler\/?p=1366\" \/>\n<meta property=\"og:locale\" content=\"tr_TR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Borsada ralli s\u00fcr\u00fcyor - 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