{"id":67989,"date":"2022-12-29T10:21:05","date_gmt":"2022-12-29T10:21:05","guid":{"rendered":"https:\/\/haberulus.net\/?p=67989"},"modified":"2022-12-29T10:21:05","modified_gmt":"2022-12-29T10:21:05","slug":"2023te-yatirimcilarin-nelere-dikkat-etmesi-gerekiyor-secimler-ilk-sirada","status":"publish","type":"post","link":"https:\/\/haberulus.net\/?p=67989","title":{"rendered":"2023\u2019te yat\u0131r\u0131mc\u0131lar\u0131n nelere dikkat etmesi gerekiyor? Se\u00e7imler ilk s\u0131rada\u2026"},"content":{"rendered":"

2022, aralar\u0131nda T\u00fcrkiye\u2019nin de oldu\u011fu geli\u015fmekte olan piyasalar i\u00e7in zorlu bir y\u0131l oldu. 2022\u2019ye temerr\u00fctler, para birimlerindeki sert kay\u0131plar, hisse senetleri ve tahvillerdeki d\u00fc\u015f\u00fc\u015fler damga vurdu. Ancak bir\u00e7ok yat\u0131r\u0131mc\u0131 2023\u2019\u00fcn biraz rahatlama getirebilece\u011fi konusunda iyimser.<\/p>\n

\u0130ngiliz haber ajans\u0131 Reuters, 2023\u2019te geli\u015fmekte olan \u00fclkelerdeki yat\u0131r\u0131mc\u0131lar\u0131n odaklanaca\u011f\u0131 geli\u015fmeleri ve dikkat etmesi gereken hususlar\u0131 derledi. Analizde T\u00fcrkiye\u2019de yap\u0131lacak se\u00e7imlere de \u00f6zel vurgu yap\u0131ld\u0131. Olas\u0131 bir iktidar de\u011fi\u015fikli\u011finin T\u00fcrkiye ekonomisi i\u00e7in b\u00fcy\u00fck bir d\u00f6n\u00fc\u015f\u00fcme i\u015faret edebilece\u011fi belirtildi.<\/p>\n

\u0130\u015fte 2023\u2019te yat\u0131r\u0131mc\u0131lar\u0131n odaklanaca\u011f\u0131 geli\u015fmeler:<\/p>\n

1- Y\u00dcKSEK FA\u0130Z, D\u00dc\u015e\u00dcK B\u00dcY\u00dcME<\/b><\/p>\n

ABD ve di\u011fer b\u00fcy\u00fck ekonomilerdeki faiz art\u0131r\u0131mlar\u0131n\u0131n 2023\u2019te yava\u015flamas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor. Merkez bankalar\u0131n\u0131n frene basmas\u0131 beklenirken bu durum geli\u015fen piyasalar\u0131n toparlanmas\u0131na zemin haz\u0131rlayabilir. 2023\u2019te daha yumu\u015fak hareket edecek bir dolar ve zay\u0131flamas\u0131 beklenen enflasyon bu t\u00fcr ekonomiler i\u00e7in bir rahatlama sa\u011flayabilir.<\/p>\n

Ayr\u0131ca ABD ve ve Avrupa\u2019daki durgunluk korkular\u0131, \u00f6zellikle y\u0131l\u0131n ilk yar\u0131s\u0131nda genel olarak k\u00fcresel piyasalar\u0131 g\u00f6lgede b\u0131rakacak. Deutsche Bank ekonomisti David Folkerts-Landau konu ile ilgili de\u011ferlendirmesinde, \u201cEkonomik gerilemeler, agresif parasal s\u0131k\u0131la\u015ft\u0131rma ve bunlara neden olan jeopolitik \u015foklarla birlikte, geli\u015fmekte olan piyasalarda ge\u00e7ici sanc\u0131lar yaratacak\u201d dedi.<\/p>\n

2- \u00c7\u0130N YEN\u0130DEN A\u00c7ILIYOR<\/b><\/p>\n

\u00c7in\u2019in Covid-19 k\u0131s\u0131tlamalar\u0131n\u0131n ard\u0131ndan yeniden a\u00e7\u0131lmas\u0131 2023\u2019\u00fcn ba\u015flar\u0131nda k\u00fcresel ekonomiye damga vurmas\u0131 beklenen en \u00f6nemli geli\u015fmelerden biri. \u00c7in\u2019in yava\u015f k\u00fcresel b\u00fcy\u00fcme d\u00f6neminde keskin bir y\u00fckseli\u015f ya\u015fama olas\u0131l\u0131\u011f\u0131 bulunuyor.<\/p>\n

\"\"<\/p>\n

Analistler, 2023 ortas\u0131ndan itibaren d\u00fcnyan\u0131n en b\u00fcy\u00fck ikinci ekonomisinde t\u00fcketim ve yat\u0131r\u0131mda keskin bir art\u0131\u015f bekliyor. DuPont Capital analisti Erik Zipf, \u201c\u015eu anda \u00c7inlilerin tasarruf miktar\u0131 \u00e7ok y\u00fcksek. \u0130nsanlar kendilerini rahat hissettikleri anda bunu harcayacak. Bu durum, ekonomik a\u00e7\u0131dan olduk\u00e7a b\u00fcy\u00fck bir r\u00fczgar yaratacak\u201d dedi.<\/p>\n

3- UKRAYNA\u2019DA SAVA\u015e<\/b><\/p>\n

Rusya-Ukrayna sava\u015f\u0131 2022\u2019de piyasalar\u0131 ve d\u00fcnya ekonomisini alt \u00fcst etti. Sava\u015f, enerji piyasalar\u0131n\u0131, enflasyon bask\u0131lar\u0131n\u0131, g\u0131da g\u00fcvenli\u011fini ve jeopolitik risk alg\u0131s\u0131n\u0131 d\u00f6n\u00fc\u015ft\u00fcrd\u00fc.<\/p>\n

T\u00fcm bunlar genellikle geli\u015fmekte olan ekonomileri daha keskin bir \u015fekilde etkileyen fakt\u00f6rler. Avrupa \u00fclkeleri de m\u00fclteci hareketlerinden Rusya\u2019daki beyin g\u00f6\u00e7\u00fcne kadar insani etkiyi yak\u0131ndan hissetti.<\/p>\n

\"\"<\/p>\n

2023\u2019te sava\u015f\u0131n nas\u0131l ilerleyece\u011fi kritik \u00f6nem ta\u015f\u0131yor. Ukrayna sava\u015f\u0131n\u0131n t\u0131rman\u0131p t\u0131rmanmayaca\u011f\u0131 ve b\u00f6lgede \u00e7\u00f6z\u00fcm sa\u011flan\u0131p sa\u011flanmayaca\u011f\u0131 konusunda belirsizlik s\u00fcr\u00fcyor. Sava\u015fla ilgili geli\u015fmeler 2023\u2019te k\u00fcresel piyasalar\u0131n oda\u011f\u0131nda olacak.<\/p>\n

4- BOR\u00c7 D\u00dcZELEMELER\u0130<\/b><\/p>\n

Covid-19 ve Ukrayna\u2019daki sava\u015f\u0131n ard\u0131ndan giderek artan say\u0131da \u00fclke bor\u00e7 s\u0131k\u0131nt\u0131s\u0131 ya\u015f\u0131yor. Zambiya ve Etiyopya, G20 Ortak \u00c7er\u00e7evesi kapsam\u0131nda bor\u00e7 y\u00fcklerini revize etmeye \u00e7al\u0131\u015f\u0131yor. Sri Lanka ve Gana ise 2022\u2019de temerr\u00fcde d\u00fc\u015fen \u00fclkeler aras\u0131nda.<\/p>\n

Ancak mevcut bor\u00e7 krizi \u00f6nceki d\u00f6nemlerde ya\u015fanan bor\u00e7 s\u0131k\u0131nt\u0131lar\u0131na k\u0131yasla daha karma\u015f\u0131k. \u00c7in\u2019in d\u00fcnyan\u0131n en b\u00fcy\u00fck bor\u00e7 verenlerinden biri olarak ortaya \u00e7\u0131kmas\u0131 da dahil olmak \u00fczere pek \u00e7ok geli\u015fme bor\u00e7 i\u015flemlerini yava\u015f ve karma\u015f\u0131k hale getirdi.<\/p>\n

Terry College of Business Hukuk \u00c7al\u0131\u015fmalar\u0131 Do\u00e7enti Tim Samples, \u201cHepsinin ayn\u0131 \u015fark\u0131y\u0131 ayn\u0131 tonda s\u00f6ylemesini sa\u011flamak olduk\u00e7a zorlay\u0131c\u0131\u201d dedi.\u00a0Aviva Investors\u2019ta geli\u015fen piyasalar analisti Carmen Altenkirch ise, \u201c\u00d6n\u00fcm\u00fczdeki y\u0131l vadesi gelen \u00e7ok fazla bor\u00e7 yok. Muhtemelen en fazla risk alt\u0131nda olan \u00fclke Pakistan olacak\u201d dedi.<\/p>\n

5- BREZ\u0130LYA\u2019DA LULA 2.0 D\u00d6NEM\u0130<\/b><\/p>\n

\"\"<\/p>\n

Lula da Silva<\/p>\n<\/div>\n

Brezilya\u2019da yeniden ba\u015fkan se\u00e7ilen Luiz Inacio Lula da Silva 1 Ocak\u2019ta g\u00f6reve ba\u015flayacak. Piyasalar Latin Amerika\u2019n\u0131n en b\u00fcy\u00fck ekonomisinde harcamalar\u0131 kontrol etmek i\u00e7in mali \u00e7\u0131pa sinyalleri ar\u0131yor.<\/p>\n

Politika yap\u0131c\u0131lar, Silva\u2019n\u0131n kampanya vaatlerini yerine getirmek i\u00e7in yapt\u0131\u011f\u0131 168 milyar real (31,6 milyar $) harcama teklifinden kaynaklanan enflasyonist risklerin alt\u0131n\u0131 \u00e7izerken Standard Chartered Bank stratejisti Gordian Kemen, \u201cYat\u0131r\u0131mc\u0131lar, Brezilya\u2019daki borcun GSY\u0130H\u2019ya oran\u0131 patlamaya haz\u0131r m\u0131 yoksa dengelenecek mi bilmek istiyor\u201d dedi.<\/p>\n

6- T\u00dcRK\u0130YE SE\u00c7\u0130MLER\u0130<\/b><\/p>\n

Reuters\u2019a g\u00f6re Cumhurba\u015fkan\u0131 Recep Tayyip Erdo\u011fan, 2023\u2019te iktidardaki yirmi y\u0131l\u0131n\u0131n en b\u00fcy\u00fck siyasi meydan okumas\u0131yla kar\u015f\u0131 kar\u015f\u0131ya kalabilir.<\/p>\n

\"\"<\/p>\n

T\u00fcrkiye 2022\u2019de artan ya\u015fam maliyetleri ve d\u00fc\u015fen para biriminin yaratt\u0131\u011f\u0131 sorunlarla bo\u011fu\u015ftu. Heterodoks para politikas\u0131, bir\u00e7ok yat\u0131r\u0131mc\u0131n\u0131n \u00fclke varl\u0131klar\u0131na olan ilgisini azaltt\u0131. Liderlikteki olas\u0131 bir de\u011fi\u015fiklik ekonomide de bir d\u00f6n\u00fc\u015f\u00fcme arac\u0131l\u0131k edebilir.<\/p>\n

Bank of America K\u00fcresel Ara\u015ft\u0131rma birimi stratejisti David Hauner, \u201cT\u00fcrkiye se\u00e7imleri \u00f6yle ya da b\u00f6yle, 2023\u2019\u00fcn potansiyel olarak en ilgin\u00e7 hikayesi\u201d dedi.<\/p>\n

7- SE\u00c7\u0130MLER<\/b><\/p>\n

Pek \u00e7ok \u00fclke 2023\u2019te sand\u0131k ba\u015f\u0131na gidecek. Afrika\u2019n\u0131n en kalabal\u0131k \u00fclkesi Nijerya\u2019daki se\u00e7menler, g\u00f6revdeki Muhammadu Buhari\u2019nin g\u00f6rev s\u00fcresi s\u0131n\u0131rlamas\u0131 nedeniyle kat\u0131lmad\u0131\u011f\u0131 se\u00e7imde bir sonraki ba\u015fkanlar\u0131n\u0131 \u015fubat ay\u0131nda se\u00e7ecek.<\/p>\n

\"\"<\/p>\n

Arjantin Devlet Ba\u015fkan\u0131 Alberto Fern\u00e1ndez<\/p>\n<\/div>\n

Arjantin\u2019de ekimde ba\u015fkanl\u0131k se\u00e7imleri yap\u0131lacak. Eski ba\u015fkan Cristina Kirchner, tart\u0131\u015fmal\u0131 bir yolsuzluk davas\u0131nda alt\u0131 y\u0131l hapis cezas\u0131 alm\u0131\u015ft\u0131. Kirchner bu se\u00e7imlerde \u201chi\u00e7bir \u015feye aday olmayaca\u011f\u0131n\u0131\u201d s\u00f6yledi.<\/p>\n

Polonya\u2019da ise sonbaharda yap\u0131lacak se\u00e7imde se\u00e7menler iktidardaki milliyet\u00e7i Hukuk ve Adalet partisini (PiS) devrilebilir. Bu da Var\u015fova\u2019n\u0131n Br\u00fcksel ile gergin ili\u015fkilerini yeniden \u015fekillendirebilir.<\/p>\n","protected":false},"excerpt":{"rendered":"

Reuters, 2023’te geli\u015fen piyasalarda yat\u0131r\u0131mc\u0131lar\u0131n dikkat etmesi gereken geli\u015fmeleri derledi. Uzmanlara g\u00f6re T\u00fcrkiye’de yap\u0131lacak se\u00e7imler geli\u015fmekte olan piyasalar i\u00e7in kilit rolde.<\/p>\n","protected":false},"author":1,"featured_media":67990,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[25],"tags":[10501,750,10500,10360,160],"class_list":["post-67989","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-2023te","tag-borc","tag-gelisme","tag-piyasalar","tag-ulke"],"_links":{"self":[{"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts\/67989","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=67989"}],"version-history":[{"count":1,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts\/67989\/revisions"}],"predecessor-version":[{"id":67991,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts\/67989\/revisions\/67991"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/media\/67990"}],"wp:attachment":[{"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=67989"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=67989"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=67989"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}