Uluslararas\u0131 fon y\u00f6neticileri se\u00e7im sonu\u00e7lar\u0131 hakk\u0131nda de\u011ferlendirmelerini payla\u015fmaya devam ediyor. Uzmanlar, Erdo\u011fan\u2019\u0131n kazanma ihtimalinin artmas\u0131 nedeniyle T\u00fcrk varl\u0131klar\u0131ndaki yabanc\u0131 yat\u0131r\u0131mc\u0131 ilgisinin geri d\u00f6nme olas\u0131l\u0131\u011f\u0131n\u0131n d\u00fc\u015f\u00fck oldu\u011fu g\u00f6r\u00fc\u015f\u00fcnde.<\/p>\n
Pazar g\u00fcn\u00fc yap\u0131lan se\u00e7imlerde Cumhurba\u015fkan\u0131 Tayyip Erdo\u011fan ve Millet \u0130ttifak\u0131 Cumhurba\u015fkan\u0131 Aday\u0131 Kemal K\u0131l\u0131\u00e7daro\u011flu y\u00fczde 50\u2019yi ge\u00e7emedi. Erdo\u011fan y\u00fczde 49,5, Kemal K\u0131l\u0131\u00e7daro\u011flu ise y\u00fczde 44,89 oy ald\u0131.<\/p>\n
Erdo\u011fan\u2019\u0131n se\u00e7imi \u00f6nde tamamlamas\u0131, yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n beklentilerini bo\u015fa \u00e7\u0131kard\u0131. Yabanc\u0131 yat\u0131r\u0131mc\u0131lar, muhalefetin kazanmas\u0131 halinde ortodoks para politikas\u0131na d\u00f6n\u00fc\u015f bekliyordu. Ancak uzmanlar mevcut politikalar\u0131n devam\u0131 halinde bunun zor oldu\u011fu g\u00f6r\u00fc\u015f\u00fcnde.<\/p>\n
\u2018EKONOM\u0130K DENGES\u0130ZL\u0130K S\u00dcRER\u2019<\/b><\/p>\n
Reuters\u2019\u0131n aktard\u0131\u011f\u0131na g\u00f6re, William Blair\u2019in geli\u015fen piyasalar portf\u00f6y y\u00f6neticisi Dan Wood \u201cPiyasan\u0131n \u015fu ana kadarki tepkisinden, piyasan\u0131n Erdo\u011fan\u2019\u0131n ikinci turda kazanmas\u0131n\u0131 bekledi\u011fi \u00e7ok kesin\u201d de\u011ferlendirmesinde bulundu.<\/p>\n
Londra merkezli dan\u0131\u015fmanl\u0131k \u015firketi TS Lombard\u2019\u0131n geli\u015fen piyasalar Genel M\u00fcd\u00fcr\u00fc Jon Harrison ise, \u201cPiyasalar, muhtemelen \u00f6nceki y\u00f6netime geri d\u00f6nece\u011fimiz ve T\u00fcrkiye\u2019yi Bat\u0131l\u0131 fon y\u00f6neticileri a\u00e7\u0131s\u0131ndan neredeyse yat\u0131r\u0131m yap\u0131lmaz hale getiren politikalar\u0131n devam edece\u011fi ger\u00e7eklerine tepki veriyor\u201d dedi.<\/p>\n
R\u0130SK PUANINA D\u0130KKAT \u00c7EKT\u0130LER<\/b><\/p>\n
\u00d6te yandan Ge\u00e7en hafta 500 puan\u0131n alt\u0131na gerileyen T\u00fcrkiye\u2019nin kredi risk primi (CDS) bug\u00fcn 600\u2019\u00fc ge\u00e7ti ve alt\u0131 ay\u0131n zirvesini g\u00f6rd\u00fc. T\u00fcrkiye’nin 5 y\u0131l vadeli borcunu iflasa kar\u015f\u0131 sigortalaman\u0131n maliyetini g\u00f6steren CDS, cuma g\u00fcn\u00fcne k\u0131yasla 150 baz puandan fazla artarak 652 baz puana y\u00fckseldi.<\/p>\n
Uluslararas\u0131 sigortac\u0131l\u0131k \u015firketi Canopius Group politika stratejisti Crispin Hodges, CDS\u2019lerdeki b\u00fcy\u00fck art\u0131\u015f hakk\u0131nda yorumda bulunarak, \u201cSon \u00fc\u00e7 y\u0131ld\u0131r T\u00fcrkiye\u2019de kredi riskini veya \u00f6deme riskini garanti etmeyi reddediyorum\u201d dedi.<\/p>\n
Hodges, \u201cErdo\u011fan\u2019\u0131n g\u00fcc\u00fc elinde tutmas\u0131, bizim i\u00e7in stat\u00fckonun devam edece\u011fi anlam\u0131na gelir. Ekonominin durumu, enflasyon, zay\u0131f para birimi ve onun politika stratejisi nedeniyle T\u00fcrk varl\u0131klar\u0131n\u0131n ticaretini geriletmeye devam edece\u011fiz\u201d ifadelerini kulland\u0131.<\/p>\n
EKONOM\u0130K DENGES\u0130ZL\u0130\u011e\u0130N DEVAMI<\/b><\/p>\n
New York merkezli varl\u0131k y\u00f6netimi \u015firketi Candriam\u2019\u0131n geli\u015fen piyasalar biriminin k\u0131demli fon y\u00f6neticisi Richard Briggs\u2019a g\u00f6re ise Erdo\u011fan\u2019\u0131n kazanmas\u0131; ekonomik dengesizli\u011fin, al\u0131\u015f\u0131lm\u0131\u015f\u0131n d\u0131\u015f\u0131nda para politikas\u0131n\u0131n ve liray\u0131 desteklemek i\u00e7in giri\u015filen maliyetli \u00e7abalar\u0131n devam\u0131 anlam\u0131na geliyor.<\/p>\n
Briggs, \u201cT\u00fcrkiye b\u00fcy\u00fck cari hesap a\u00e7\u0131klar\u0131 vermeye devam ederse, g\u00fcvenilir bir politika \u00e7er\u00e7evesi olmadan para birimi ve ekonomi \u00fczerindeki bask\u0131 \u015fiddetli olabilir\u201d dedi.<\/p>\n
FITCH: BEL\u0130RS\u0130ZL\u0130K UZUYOR<\/b><\/p>\n
Kredi derecelendirme kurulu\u015fu Fitch de d\u00fcn T\u00fcrkiye\u2019de uygulanan politikalar nedeniyle \u00f6demeler dengesi alan\u0131ndaki bask\u0131lar\u0131n artt\u0131\u011f\u0131na, ikinci tura kalan se\u00e7imler nedeniyle T\u00fcrkiye\u2019de olu\u015fan siyasi ve ekonomik belirsizli\u011fin en az\u0131ndan ay sonuna kadar s\u00fcrece\u011fine dikkat \u00e7ekti.<\/p>\n
Fitch\u00a0taraf\u0131ndan d\u00fcn yay\u0131mlanan notta, se\u00e7imlerin ard\u0131ndan uygulanacak ekonomi politikalar\u0131n\u0131n izlenece\u011fi ifade edildi.<\/p>\n
Notta, se\u00e7imlerden sonra kurulacak h\u00fck\u00fcmetin ertelenmi\u015f d\u00f6viz talebi, lira \u00fczerinde bask\u0131, geni\u015f bir b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131, uluslararas\u0131 rezervlerde d\u00fc\u015f\u00fc\u015f ve y\u00fcksek enflasyon gibi sorunlarla kar\u015f\u0131 kar\u015f\u0131ya kalaca\u011f\u0131n\u0131 belirtildi.<\/p>\n
Notta, kredi notu a\u00e7\u0131s\u0131ndan para ve maliye politikas\u0131 bile\u015fiminin daha itibarl\u0131 ve tutarl\u0131 olup olmad\u0131\u011f\u0131na bak\u0131laca\u011f\u0131 belirtilerek, \u201cG\u00fcveni ne kadar sa\u011flad\u0131\u011f\u0131, makro ve finansal istikrara y\u00f6nelik riskleri ne kadar azaltt\u0131\u011f\u0131 ve d\u0131\u015f finansmana eri\u015fimi kolayla\u015ft\u0131r\u0131p kolayla\u015ft\u0131rmayaca\u011f\u0131 izlenecek\u201d denildi.<\/p>\n","protected":false},"excerpt":{"rendered":"
Uluslararas\u0131 fon y\u00f6neticileri, pazar g\u00fcn\u00fc ger\u00e7ekle\u015fen se\u00e7imlerin ard\u0131ndan T\u00fcrkiye ekonomisine ili\u015fkin yorumlar\u0131n\u0131 a\u00e7\u0131klamaya ba\u015flad\u0131. Uzmanlar Erdo\u011fan’\u0131n galibiyeti durumunda T\u00fcrkiye’yi yat\u0131r\u0131m yap\u0131lmaz hale getiren politikalar\u0131n devam edece\u011fini belirtti.<\/p>\n","protected":false},"author":1,"featured_media":90936,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[25],"tags":[516,215,2121,320,87],"class_list":["post-90935","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-ekonomi","tag-para","tag-politika","tag-secim","tag-turk"],"_links":{"self":[{"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts\/90935","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=90935"}],"version-history":[{"count":1,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts\/90935\/revisions"}],"predecessor-version":[{"id":90937,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts\/90935\/revisions\/90937"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/media\/90936"}],"wp:attachment":[{"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=90935"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=90935"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=90935"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}