{"id":6083,"date":"2024-01-24T16:42:26","date_gmt":"2024-01-24T13:42:26","guid":{"rendered":"https:\/\/es-exchange.com\/haberler\/?p=6083"},"modified":"2024-01-24T16:42:26","modified_gmt":"2024-01-24T13:42:26","slug":"uluslararasi-yatirimcilar-yeniden-turkiye-ile-ilgileniyor","status":"publish","type":"post","link":"https:\/\/es-exchange.com\/haberler\/?p=6083","title":{"rendered":"Uluslararas\u0131 yat\u0131r\u0131mc\u0131lar yeniden T\u00fcrkiye ile ilgileniyor"},"content":{"rendered":"
\n

\n\tABD’li yat\u0131r\u0131m bankas\u0131 J.P. Morgan’\u0131n Orta ve Do\u011fu Avrupa, Orta Do\u011fu ve Afrika (CEEMEA) Bor\u00e7 Sermaye Piyasalar\u0131 Ba\u015fkan\u0131 Weiler, T\u00fcrkiye ekonomisindeki geli\u015fmeler ve uluslararas\u0131 yat\u0131r\u0131mc\u0131lar\u0131n T\u00fcrkiye’ye yakla\u015f\u0131m\u0131na ili\u015fkin sorular\u0131 yan\u0131tlad\u0131.<\/p>\n

\n\tGe\u00e7en y\u0131l yap\u0131lan se\u00e7imlerden bu yana piyasalar\u0131n T\u00fcrkiye’ye yakla\u015f\u0131m\u0131nda \u00f6nemli bir de\u011fi\u015fim g\u00f6rd\u00fcklerini dile getiren Weiler, yeni ekonomi y\u00f6netiminin politika de\u011fi\u015fikli\u011fine g\u00fcvenilirlik kazand\u0131rd\u0131\u011f\u0131n\u0131 ifade etti.<\/p>\n

\n\tWeiler, se\u00e7imden bu yana \u00e7ok say\u0131da geli\u015fme ve iyimserli\u011fin hali haz\u0131rda fiyatland\u0131\u011f\u0131n\u0131 ve T\u00fcrkiye’nin kredi derecesinin B olmas\u0131na kar\u015f\u0131n son d\u00f6nem performans\u0131n\u0131n BB kredi derecesiyle kar\u015f\u0131la\u015ft\u0131r\u0131labilecek kadar oldu\u011funu vurgulayarak, “Piyasa hali haz\u0131rda not art\u0131\u015flar\u0131n\u0131 fiyatl\u0131yor ve bekliyor.” dedi.<\/p>\n

\n\tT\u00fcrkiye’nin makroekonomi politikalar\u0131ndaki de\u011fi\u015fiklikler \u00f6ncesinde yabanc\u0131 yat\u0131r\u0131mlar\u0131n \u00f6nemli bir k\u0131sm\u0131n\u0131n \u00e7\u0131kt\u0131\u011f\u0131na i\u015faret eden Weiler, “Uluslararas\u0131 yat\u0131r\u0131mc\u0131 toplulu\u011funun b\u00fcy\u00fck bir k\u0131sm\u0131 T\u00fcrkiye ile yeniden ilgileniyor. Yani dalgan\u0131n de\u011fi\u015fti\u011fini g\u00f6r\u00fcyoruz ancak bu, t\u00fcm yat\u0131r\u0131mc\u0131lar\u0131n geri d\u00f6nd\u00fc\u011f\u00fc anlam\u0131na gelmiyor.” diye konu\u015ftu.<\/p>\n

\n\tWeiler, kaynaklar\u0131n\u0131 T\u00fcrkiye’ye ay\u0131rmak ve kendilerini rahat hissetmek i\u00e7in daha fazla zamana ihtiya\u00e7lar\u0131 oldu\u011funu d\u00fc\u015f\u00fcnen yat\u0131r\u0131mc\u0131lar bulundu\u011funun ve yat\u0131r\u0131mc\u0131lar\u0131n netlik istedi\u011finin alt\u0131n\u0131 \u00e7izerek, \u015f\u00f6yle devam etti:<\/p>\n

\n\t“New York’ta bu ay T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 (TCMB) i\u00e7in 150’den fazla yat\u0131r\u0131mc\u0131n\u0131n kat\u0131ld\u0131\u011f\u0131 bir seminerimiz oldu. Bakan Mehmet \u015eim\u015fek ve Ba\u015fkan Hafize Gaye Erkan, burada yapt\u0131klar\u0131 de\u011fi\u015fikliklerin etkisini ve ba\u015fka ne gibi de\u011fi\u015fiklikler beklenebilece\u011fini yat\u0131r\u0131mc\u0131larla payla\u015ft\u0131. Bu a\u00e7\u0131dan, politikadaki de\u011fi\u015fikliklerin etkisinin \u015fu ana kadar g\u00fc\u00e7l\u00fc oldu\u011funu s\u00f6yleyebilirim.”<\/p>\n

\n\t“T\u00fcrkiye’de t\u00fcm tahvil ihra\u00e7lar\u0131 i\u00e7in rekor bir y\u0131l \u00f6ng\u00f6r\u00fcyoruz”<\/strong><\/p>\n

\n\tWeiler, TCMB’nin, enflasyonla m\u00fccadele konusunda piyasaya verdi\u011fi rehberli\u011fe devam etmesi gerekti\u011fini ve bu durumun da faiz art\u0131\u015f\u0131n\u0131 s\u00fcrd\u00fcrmek anlam\u0131na gelebilece\u011fini ifade ederek, “Piyasa faizde zirveye yakla\u015f\u0131ld\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyor ancak yar\u0131n i\u00e7in art\u0131\u015f beklentisi de var.” dedi.<\/p>\n

\n\tT\u00fcrkiye’de enflasyonun y\u00fczde 60’\u0131n \u00fczerinde ve faizin y\u00fczde 42,5 seviyesinde oldu\u011funu an\u0131msatan Weiler, daha fazla yat\u0131r\u0131mc\u0131 giri\u015fi olmas\u0131 i\u00e7in pozitif bir reel oran getirisi sa\u011flanmas\u0131 gerekti\u011fini dile getirdi.<\/p>\n

\n\tWeiler, bu konuda baz\u0131 ilerlemeler olsa da hala a\u015fama kaydedilmesi gerekti\u011fini belirterek, \u015funlar\u0131 kaydetti:<\/p>\n

\n\t“Ancak T\u00fcrkiye ekonomisi i\u00e7in gidi\u015fat olduk\u00e7a olumlu g\u00f6r\u00fcn\u00fcyor ve biz \u00e7ok iyimseriz. \u015eirketler ve devlet dahil olmak \u00fczere T\u00fcrkiye’de t\u00fcm tahvil ihra\u00e7lar\u0131 i\u00e7in rekor bir y\u0131l \u00f6ng\u00f6r\u00fcyoruz. Bir \u00f6nceki rekor seviye 20 milyar dolard\u0131, ge\u00e7en y\u0131l ise 17 milyar dolar olmu\u015ftu. Resmi bir \u015fey yok ama ki\u015fisel g\u00f6r\u00fc\u015f\u00fcm olarak, bu y\u0131l 25 milyar dolar\u0131n \u00fczerinde bir tahvil ihra\u00e7 b\u00fcy\u00fckl\u00fc\u011f\u00fc bekliyorum.”<\/p>\n

\n\t“Bu y\u0131l daha fazla not art\u0131r\u0131m\u0131 bekliyoruz”<\/strong><\/p>\n

\n\tUluslararas\u0131 kredi derecelendirme kurulu\u015flar\u0131n\u0131n T\u00fcrkiye’nin kredi ve not g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin son d\u00f6nemdeki g\u00fcncellemelerine ili\u015fkin g\u00f6r\u00fc\u015flerini de payla\u015fan Weiler, \u015fu de\u011ferlendirmede bulundu:<\/p>\n

\n\t“T\u00fcrkiye’nin g\u00f6r\u00fcn\u00fcm\u00fc son olarak Moody’s taraf\u0131ndan y\u00fckseltildi. T\u00fcrkiye’nin temellerine ve kredi derecelendirme kurulu\u015flar\u0131n\u0131n notlar\u0131na bakt\u0131\u011f\u0131m\u0131zda, bu y\u0131l not art\u0131r\u0131m\u0131 i\u00e7in g\u00fc\u00e7l\u00fc bir potansiyel oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyoruz. JP Morgan olarak, bu y\u0131l daha fazla not art\u0131r\u0131m\u0131 bekliyoruz. Ancak T\u00fcrkiye’nin \u015fu anda tek B olarak derecelendirildi\u011fi g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda, yat\u0131r\u0131m yap\u0131labilir kredi notuna d\u00f6nmesi biraz zaman alacakt\u0131r.”<\/p>\n

\n\tYakla\u015f\u0131k 8 trilyon dolarla d\u00fcnyan\u0131n en b\u00fcy\u00fck ikinci varl\u0131k y\u00f6neticisi olan Vanguard’\u0131n Geli\u015fmekte Olan Piyasalar Aktif Sabit Gelir K\u00fcresel E\u015f Ba\u015fkan\u0131 Nick Eisinger, ge\u00e7en hafta yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, portf\u00f6ylerinde her zaman T\u00fcrk devlet tahvili bulundurduklar\u0131n\u0131 dile getirerek, “TCMB’nin faiz politikas\u0131ndaki hamleleri, gelecekteki enflasyon patikas\u0131 ve T\u00fcrk devletinin yerel tahvillerinin yabanc\u0131 yat\u0131r\u0131mc\u0131larda \u00e7ok az bulundu\u011funu g\u00f6z \u00f6n\u00fcnde bulundurdu\u011fumuzda, yak\u0131n zamanda TL cinsinden devlet tahvilleriyle ilgilenmeye karar verdik.” ifadesini kullanm\u0131\u015ft\u0131.<\/p>\n

\n\tUluslararas\u0131 bas\u0131nda yer alan haberlerde, ABD’li yat\u0131r\u0131m y\u00f6netimi \u015firketi PIMCO’nun, politika de\u011fi\u015fikli\u011finin de etkisiyle ge\u00e7en y\u0131l\u0131n ikinci yar\u0131s\u0131ndan itibaren TL cinsinden tahvil ald\u0131\u011f\u0131 belirtilmi\u015fti.<\/p>\n

\n
ET\u0130KETLER<\/div>\n
\n Merkez Bankas\u0131
\n Ekonomik D\u00fczenlemeler\n <\/div>\n<\/p><\/div>\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"

ABD’li yat\u0131r\u0131m bankas\u0131 J.P. Morgan’\u0131n Orta ve Do\u011fu Avrupa, Orta Do\u011fu ve Afrika (CEEMEA) Bor\u00e7…<\/p>\n","protected":false},"author":1,"featured_media":111,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[60,6083,538,363,2848,640],"class_list":["post-6083","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi-haberleri","tag-ile","tag-ilgileniyor","tag-turkiye","tag-uluslararasi","tag-yatirimcilar","tag-yeniden"],"yoast_head":"\nUluslararas\u0131 yat\u0131r\u0131mc\u0131lar yeniden T\u00fcrkiye ile ilgileniyor - 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=6083\" \/>\n<meta property=\"og:locale\" content=\"tr_TR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Uluslararas\u0131 yat\u0131r\u0131mc\u0131lar yeniden T\u00fcrkiye ile ilgileniyor - Es-Exchange Ekonomi Haberleri\" \/>\n<meta property=\"og:description\" content=\"ABD’li yat\u0131r\u0131m bankas\u0131 J.P. 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