\u0130potekli konut kredilerini \u00f6dememeye y\u00f6nelik boykot \u00c7in\u2019in 91 ilinde 301 projeye yay\u0131ld\u0131. \u00c7in Devlet Ba\u015fkan\u0131 \u015ei Cinping i\u00e7 huzursuzlukla kar\u015f\u0131 kar\u015f\u0131ya.<\/b><\/p>\n
\u00c7in Devlet Ba\u015fkan\u0131 \u015ei Cinping ge\u00e7en birka\u00e7 y\u0131l i\u00e7inde \u00fclkenin b\u00fcy\u00fck teknoloji \u015firketlerini s\u0131n\u0131rlad\u0131, Hong Kong’daki demokrasi talebini dizginledi ve Covid-19 vakalar\u0131n\u0131n azalt\u0131lmas\u0131 i\u00e7in \u015eangay’da 26 milyon ki\u015finin karantina alt\u0131nda kalmas\u0131n\u0131 sa\u011flad\u0131.<\/p>\n
Zorlu d\u00f6neme\u00e7lerden s\u0131yr\u0131lmay\u0131 ba\u015faran \u015ei, konut krizinden darbe alabilir. Krizin giderek derinle\u015fmesi nedeniyle \u015ei, ev sahibi olmak isteyen orta s\u0131n\u0131flardan beklenmedik bir meydan okumayla kar\u015f\u0131 kar\u015f\u0131ya.<\/p>\n
Varl\u0131klar\u0131n\u0131n de\u011ferinin eridi\u011fine \u015fahit olan orta s\u0131n\u0131flar in\u015faat\u0131 tamamlanmam\u0131\u015f daireler i\u00e7in ipotekli konut kredilerini \u00f6demeyi reddediyor.<\/p>\n
HANE HALKLARININ SERVET\u0130 M\u00dcLKLERE BA\u011eLI<\/b><\/p>\n
Emlak piyasas\u0131 \u00fclkenin ekonomik faaliyetinin be\u015fte birini olu\u015fturuyor. \u00d6te yandan \u00c7in’de hane halklar\u0131n\u0131n servetinin yakla\u015f\u0131k y\u00fczde 70’i m\u00fclke ba\u011fl\u0131 ve bu nedenle konut krizi y\u00f6netim a\u00e7\u0131s\u0131ndan en hassas siyasi konulardan biri.<\/p>\n
Aylard\u0131r a\u015f\u0131r\u0131 kald\u0131ra\u00e7 kullanan \u00c7inli emlak geli\u015ftiricilerini dizginlemekte kararl\u0131 davranan \u015ei’nin hamleleri en az 24 \u00f6nde gelen emlak \u015firketini \u00e7\u00f6k\u00fc\u015f\u00fcn e\u015fi\u011fine getiren rekor bir temerr\u00fct dalgas\u0131na yol a\u00e7m\u0131\u015ft\u0131. Bu s\u00fcre\u00e7te deniza\u015f\u0131r\u0131 tahvil piyasas\u0131ndan 80 milyar dolardan fazla mebla\u011f silinmi\u015fti.<\/p>\n
BOYKOT 91 \u0130LE YAYILDI<\/b><\/p>\n
Bloomberg’in haberine g\u00f6re halihaz\u0131rda \u00c7inliler yakla\u015f\u0131k 91 \u015fehirde en az 301 projeye yay\u0131lm\u0131\u015f bir boykotla isyan ediyor.<\/p>\n
\u00c7inliler ipotekli konut kredilerini \u00f6demeyi reddediyor ve m\u00fcteahhitleri \u00f6demesini yapt\u0131klar\u0131n\u0131 s\u00f6yledikleri daireleri teslim etmemekle su\u00e7luyor. Boykottan etkilenebilece\u011fi d\u00fc\u015f\u00fcn\u00fclen ipotekli konut kredilerinin de\u011feri tahmin olarak 2 trilyon yuana (297 milyar dolar) y\u00fckseldi.<\/p>\n
\u2018\u00d6L\u00dcM KALIM MESELES\u0130’<\/b><\/p>\n
Singapur Ulusal \u00dcniversitesi’nde do\u00e7ent olan Alfred Wu, \u201c\u00c7in’de ev alan ki\u015filer bu i\u015flem i\u00e7in genellikle t\u00fcm ailenin kaynaklar\u0131n\u0131 bir araya getirir. Evlerinin negatif varl\u0131k haline gelmesi onlar i\u00e7in \u00f6l\u00fcm kal\u0131m meselesi\u201d ifadelerini kulland\u0131.<\/p>\n
Ancak kriz ev sahibi olmak isteyenler kadar \u015ei a\u00e7\u0131s\u0131ndan da epey k\u00f6t\u00fc sonu\u00e7lar do\u011furabilir. Her be\u015f y\u0131lda bir ger\u00e7ekle\u015ftirilen \u00c7in Kom\u00fcnist Partisi Kongresi’ne aylar kald\u0131 ve \u015ei bu kongrede \u00fc\u00e7\u00fcnc\u00fc kez koltu\u011funu korumak istiyor.<\/p>\n
\u00d6DEMELERDE ERTELEMEYE G\u0130D\u0130LEB\u0130L\u0130R<\/b><\/p>\n
\u00c7in Devlet Ba\u015fkan\u0131 bu ba\u011flamda sorunu \u00e7\u00f6zmeye y\u00f6nelik ad\u0131mlar at\u0131yor. Bloomberg pazartesi, \u00c7in’in durdurulan projelerdeki ipotekli konut kredilerinin \u00f6demesinin herhangi bir ceza y\u00fck\u00fcml\u00fcl\u00fc\u011f\u00fc olmadan ge\u00e7ici olarak durdurulmas\u0131na olanak tan\u0131yabilece\u011fini bildirmi\u015fti.<\/p>\n
Bu hamlenin yerel y\u00f6netimleri ve bankalar\u0131, geli\u015ftiricilerdeki finansman eksiklerini kapatmaya \u00e7a\u011f\u0131rmak da dahil piyasay\u0131 istikrara kavu\u015fturmak amac\u0131yla haz\u0131rlanan daha geni\u015f bir plan kapsam\u0131nda uygulanabilece\u011fi belirtilmi\u015fti.<\/p>\n
\u2018\u015e\u0130’N\u0130N \u0130ST\u0130KRARI KORUMASI \u00d6NEML\u0130’<\/b><\/p>\n
Fransa merkezli varl\u0131k y\u00f6netimi \u015firketi BNP Paribas Asset Management’\u0131n k\u0131demli Asya Pasifik yat\u0131r\u0131m stratejisti Chi Lo, \u201c\u00c7in’de bu t\u00fcr bir ipotekli konut kredisi boykotunu ilk kez g\u00f6r\u00fcyoruz ve a\u00e7\u0131k bir bi\u00e7imde Pekin’in dikkatini \u00e7ekmi\u015f durumda. \u015ei’nin 20. parti kongresinden \u00f6nce istikrar\u0131 korumas\u0131 \u00f6nemli\u201d dedi.<\/p>\n
Her ne kadar boykotlar portf\u00f6ylerin yaln\u0131zca k\u00fc\u00e7\u00fck bir b\u00f6l\u00fcm\u00fcn\u00fc etkilese de protestolar\u0131n h\u0131zla t\u0131rmanmas\u0131, d\u00fc\u015fen konut fiyatlar\u0131 ve duran projelerin daha geni\u015f bir ho\u015fnutsuzlu\u011fu tetikleyebilece\u011fine y\u00f6nelik endi\u015feler mevcut.<\/p>\n
Pekin merkezli medya kurulu\u015fu Caixin y\u00fczlerce in\u015faat firmas\u0131n\u0131n, geli\u015ftiricilerin onlara bor\u00e7lu olmas\u0131 nedeniyle faturalar\u0131n\u0131 \u00f6deyememekten \u015fikayet etti\u011fini bildirdi.<\/p>\n
Singapur merkezli UOB Kay Hian \u015firketinde analist olan Liu Jieqi’ye g\u00f6re krize y\u00f6nelik mekanizman\u0131n dikkatli bir \u015fekilde tasarlanmas\u0131 gerekiyor, aksi takdirde daha fazla ki\u015fi boykota kat\u0131labilir.<\/p>\n
Y\u00d6NET\u0130ME DA\u0130R FARKLI HO\u015eNUTSUZLUKLAR MEVCUT<\/b><\/p>\n
Konut piyasas\u0131ndaki huzursuzluklar\u0131n yan\u0131 s\u0131ra \u00c7in, son aylarda sosyal meselelerle ilgili bir dizi \u00e7evrimi\u00e7i protestoya da tan\u0131kl\u0131k etti. Boynundan zincirlenmi\u015f halde bulunan sekiz \u00e7ocuk annesinin g\u00f6r\u00fcnt\u00fcleri \u015fubatta infiale neden olmu\u015ftu. Ge\u00e7en ay restoranda yemek yerken darp edilen kad\u0131nlar\u0131n g\u00f6r\u00fcnt\u00fcleri de b\u00fcy\u00fck tepki \u00e7ekmi\u015fti.<\/p>\n
\u00c7in’deki toplumsal aktivizm \u00f6rneklerini inceleyen Kentucky \u00dcniversitesi’nden Zixue Tai \u00fclkedeki bir\u00e7ok protestonun belirli bir sonuca ula\u015fmak i\u00e7in \u201cstratejik olarak kendi kendini s\u0131n\u0131rlad\u0131\u011f\u0131n\u0131 belirtiyor. Tai bu t\u00fcr huzursuzluklar\u0131 yine \u015ei y\u00f6netimine y\u00f6nelik tepkinin bir yans\u0131mas\u0131 olarak d\u00fc\u015f\u00fcn\u00fclebilece\u011fini dile getiriyor.<\/p>\n
Tai, \u201cUlusal h\u00fck\u00fcmetin bak\u0131\u015f a\u00e7\u0131s\u0131na g\u00f6re, vatanda\u015flar\u0131n sesini bast\u0131rmaktansa, halk\u0131n bunu izin verilen bir dereceye kadar d\u0131\u015far\u0131 atmas\u0131na olanak tan\u0131mak muhtemelen daha g\u00fcvenli\u201d ifadelerini kullan\u0131yor.<\/p>\n
\u2018S\u0130STEMSEL B\u0130R S\u0130YAS\u0130 KR\u0130Z YA\u015eANAB\u0130L\u0130R’<\/b><\/p>\n
\u00c7inli emlak \u015firketlerini derinlemesine inceleyen yat\u0131r\u0131mc\u0131 ara\u015ft\u0131rma platformu Smartkarma\u2019da Asya piyasas\u0131 uzman\u0131 ve ba\u011f\u0131ms\u0131z analist olan Travis Lundy ise, yerel y\u00f6netimlerden destek istenebilece\u011fini s\u00f6yl\u00fcyor. Lundy’ye g\u00f6re projelerde az\u0131nl\u0131k hisseleri almak, \u00f6zel ama\u00e7l\u0131 tahviller yoluyla fon toplayarak devreye girmek m\u00fcmk\u00fcn.<\/p>\n
Yetkililer, rekor temerr\u00fctler emlak sekt\u00f6r\u00fcn\u00fc vursa da al\u0131c\u0131lara ev teslim etmenin gerekli\u011fini vurguluyor. Ancak, boykot edilen kredilerin \u00e7o\u011fu, temerr\u00fcde d\u00fc\u015fen in\u015faat\u00e7\u0131lar\u0131n projelerine ba\u011fl\u0131.<\/p>\n
\u00c7in’e dair ara\u015ft\u0131rmalar y\u00fcr\u00fcten Orient Capital Research Inc.’in genel m\u00fcd\u00fcr\u00fc Andrew Collier, \u00e7ok daha fazla say\u0131da ki\u015finin benzer bir endi\u015feye kap\u0131lmas\u0131 durumunda boykotlar\u0131n sistemsel bir siyasi kriz yaratabilece\u011fini s\u00f6yledi.<\/p>\n","protected":false},"excerpt":{"rendered":"
\u0130potekli konut kredilerini \u00f6dememeye y\u00f6nelik boykot \u00c7in\u2019in 91 ilinde 301 projeye yay\u0131ld\u0131. \u00c7in Devlet Ba\u015fkan\u0131 \u015ei Cinping i\u00e7 huzursuzlukla kar\u015f\u0131 …<\/p>\n","protected":false},"author":1,"featured_media":11057,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[25],"tags":[3177,793,2151,2519,636],"class_list":["post-11056","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-boykot","tag-cin","tag-kriz","tag-si","tag-yonetim"],"_links":{"self":[{"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts\/11056","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=11056"}],"version-history":[{"count":1,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts\/11056\/revisions"}],"predecessor-version":[{"id":11058,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts\/11056\/revisions\/11058"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/media\/11057"}],"wp:attachment":[{"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=11056"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=11056"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=11056"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}