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\u00dczeyir DO\u011eAN<\/strong> Yurt d\u0131\u015f\u0131nda \u00f6zellikle de ABD\u2019de y\u00fckselen faizlerin yaratt\u0131\u011f\u0131 strese ve \u00c7in\u2019den konut sekt\u00f6r\u00fcnden gelen olumsuz haberlere kar\u015f\u0131n Borsa \u0130stanbul\u2019da uluslararas\u0131 kurulu\u015flar ve yabanc\u0131 yat\u0131r\u0131m kurulu\u015flar\u0131ndan gelen olumlu a\u00e7\u0131klamalar, yabanc\u0131 yat\u0131r\u0131mc\u0131 giri\u015fi ba\u015flayaca\u011f\u0131 beklentisini art\u0131r\u0131yor.<\/p>\n Artan bu beklentiler fiyatlarda da kar\u015f\u0131l\u0131k bulmaya ba\u015flad\u0131. \u00d6nceki g\u00fcnlerde g\u00f6rece daha stabil kalan endeks a\u011f\u0131rl\u0131\u011f\u0131 y\u00fcksek hisselerde haftan\u0131n sonuna do\u011fru y\u00fckseli\u015flerin h\u0131z kazand\u0131\u011f\u0131n\u0131 g\u00f6rd\u00fck. \u00d6zellikle bankalar yabanc\u0131 yat\u0131r\u0131mc\u0131n\u0131n giri\u015fini h\u0131zland\u0131rabilecek baz\u0131 ad\u0131mlar\u0131n at\u0131labilece\u011fi beklentisi ile cuma g\u00fcn\u00fc \u00f6n plana \u00e7\u0131kt\u0131. Bankac\u0131l\u0131k endeksi cuma g\u00fcn\u00fc sergiledi\u011fi g\u00fc\u00e7l\u00fc y\u00fckseli\u015fle birlikte eyl\u00fcl ay\u0131 ba\u015f\u0131nda g\u00f6rd\u00fc\u011f\u00fc zirve seviyeleri a\u015farak yeni rekorlar k\u0131rd\u0131. Buna kar\u015f\u0131n BIST 100<\/a> endeksi eyl\u00fcl ba\u015f\u0131ndaki zirvelerini k\u0131rmay\u0131 bu haftaya b\u0131rakm\u0131\u015f gibi g\u00f6r\u00fcn\u00fcyor.<\/p>\n \u00d6nceki haftalarda da de\u011findi\u011fimiz \u00fczere endeksin bundan sonraki ta\u015f\u0131y\u0131c\u0131s\u0131n\u0131n yabanc\u0131 giri\u015fleri olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz. Yabanc\u0131 giri\u015flerinin de tan\u0131d\u0131klar\u0131, bildikleri piyasa ge\u00e7mi\u015fi uzun soluklu olan, likiditesi y\u00fcksek \u015firketlerden ba\u015flayaca\u011f\u0131n\u0131 tahmin etmek zor de\u011fil. Bu nedenle endeksin y\u00fckselece\u011fine dair beklenti i\u00e7inde olan yat\u0131r\u0131mc\u0131lar, bu d\u00f6nemde yan hisseler olarak tan\u0131mlayabilece\u011fimiz, k\u00fc\u00e7\u00fck orta \u00f6l\u00e7ekli \u015firketler ve piyasa r\u00fc\u015ft\u00fcn\u00fc yabanc\u0131 nezdinde de hen\u00fcz ispatlayamam\u0131\u015f borsan\u0131n yeni \u015firketleri yerine bu \u015firketleri<\/strong> tercih edilebilir.<\/p>\n Yurt d\u0131\u015f\u0131nda ise y\u00fckselen ABD faizleri<\/strong> keyif ka\u00e7\u0131rmaya devam ederken, haftan\u0131n son iki g\u00fcn\u00fc burada ya\u015fanan k\u0131smi d\u00fc\u015f\u00fc\u015fler az da olsa rahatlama sa\u011flad\u0131. Hafta i\u00e7inde y\u00fczde 4,68\u2019e kadar \u00e7\u0131kan ABD 10 y\u0131ll\u0131k tahvil faizleri hafta sonuna do\u011fru yeniden y\u00fczde 4,50 civar\u0131na geriledi. Buna ra\u011fmen ABD faizlerindeki y\u00fcksek seyir ABD\u2019de hisse senetleri<\/a> ve de\u011ferli metaller taraf\u0131nda bask\u0131 olu\u015fturmaya devam ediyor.<\/p>\n \u0130\u00e7eride g\u00fcndemin sakin beklentinin d\u00fc\u015f\u00fck oldu\u011fu g\u00fcnlerde buradaki bask\u0131y\u0131 Borsa<\/a> \u0130stanbul \u00fczerinde de hissettik. \u0130lerleyen g\u00fcnlerde de yabanc\u0131 giri\u015fi beklentisini olumsuz etkileyecek bir geli\u015fme bu bask\u0131n\u0131n hissedilmesine neden olabilir.<\/p>\n Di\u011fer taraftan ABD\u2019de y\u00fckselen faizler alt\u0131n\u0131n ons fiyatlar\u0131n\u0131 bask\u0131lamaya devam ediyor. Bir s\u00fcre daha bu bask\u0131 hissedilebilir, lakin biz bundan sonraki s\u00fcre\u00e7te alt\u0131n\u0131n ons baz\u0131nda d\u00fc\u015f\u00fc\u015f sergiledi\u011fi her d\u00f6nemin \u00f6zellikle 2024 sonu hedefli yat\u0131r\u0131mc\u0131lar i\u00e7in \u00e7ok iyi al\u0131m f\u0131rsat\u0131 olu\u015fturaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz. Bu nedenle orta uzun vadeli yat\u0131r\u0131mc\u0131lar\u0131n portf\u00f6ylerinde alt\u0131n<\/a> a\u011f\u0131rl\u0131\u011f\u0131n\u0131 art\u0131rmak<\/strong> i\u00e7in haz\u0131rl\u0131kl\u0131 olmalar\u0131n\u0131 \u00f6neriyoruz.<\/p>\n<\/p><\/div>\n
Phillip Capital Yurt \u0130\u00e7i Piyasalar Grup Ba\u015fkan\u0131<\/strong><\/span><\/p>\n