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\u0130stanbul\/EKONOM\u0130<\/strong><\/p>\n Ata Yat\u0131r\u0131m, Ekim 2023 Strateji Raporu\u2019nda yeni tahmin ve de\u011ferlemeler \u0131\u015f\u0131\u011f\u0131nda para politikas\u0131n\u0131n rasyonelle\u015fmesi ile T\u00fcrk Liras\u0131\u2019n\u0131n 10 y\u0131l sonra ilk defa reel bazda de\u011fer kazanabilece\u011fine i\u015faret etti. Ata Yat\u0131r\u0131m raporunda BIST100 i\u00e7in 1 y\u0131ll\u0131k hedefini y\u00fczde 40 yukar\u0131 y\u00f6nl\u00fc potansiyele i\u015faret eden, 8.400 seviyesinden 11.000 seviyesine revize etti. Raporda, T\u00fcrkiye’nin rasyonel ekonomi<\/a> politikalar\u0131na d\u00f6n\u00fc\u015f\u00fcn\u00fcn 2024 y\u0131l\u0131nda somut sonu\u00e7lar\u0131n\u0131 vermeye ba\u015flayaca\u011f\u0131na ve bu politikalar\u0131n ekonomik istikrar\u0131 art\u0131rarak b\u00fcy\u00fcmeye pozitif katk\u0131 sa\u011flayaca\u011f\u0131na dikkat \u00e7ekildi.<\/p>\n Yeni ekonomi ekibinin ve eylem plan\u0131n\u0131n, yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n T\u00fcrkiye’yi yeniden de\u011ferlendirmesi konusunda g\u00fcven getirdi\u011fine de\u011finen Ata Yat\u0131r\u0131m Ara\u015ft\u0131rmadan Sorumlu Genel M\u00fcd\u00fcr Yard\u0131mc\u0131s\u0131 Cemal Demirta\u015f, \u201cSe\u00e7imlerin ard\u0131ndan rasyonel ekonomi politikalar\u0131n\u0131n benimsenmesi, T\u00fcrkiye’nin oyun plan\u0131na sad\u0131k kalmas\u0131 halinde s\u00fcrd\u00fcr\u00fclemez makro dengesizlikleri istikrara kavu\u015fturmas\u0131na dair g\u00fcveni art\u0131rd\u0131. Y\u0131llar i\u00e7inde ilk olumlu hamle olarak, CDS seviyelerinde d\u00fc\u015f\u00fc\u015f ger\u00e7ekle\u015fti ve 3 derecelendirme kurulu\u015fu taraf\u0131ndan kredi notu g\u00f6r\u00fcn\u00fcm\u00fc n\u00f6tr seviyesine y\u00fckseltildi. Yeni eylem plan\u0131ndaki hedefl erin ger\u00e7ekle\u015fmesi halinde hem yerli hem de yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n T\u00fcrk Liras\u0131\u2019na olan g\u00fcvenini kademeli olarak yeniden geri getirece\u011fine inan\u0131yoruz. T\u00fcm ekonomik g\u00f6stergeler, artan faiz<\/a> oranlar\u0131 ortam\u0131na ra\u011fmen yurt i\u00e7i t\u00fcketimin 2023’te diren\u00e7li kald\u0131\u011f\u0131n\u0131 g\u00f6steriyor. T\u00fcrkiye’nin GSYH’sinin 2023’te y\u00fczde 3,8 b\u00fcy\u00fcyece\u011fini, 2024’te ise y\u00fczde 2,9’a yava\u015flayaca\u011f\u0131n\u0131 tahmin ediyoruz\u201d diye konu\u015ftu.<\/p>\n Hik\u00e2yesi ve g\u00fc\u00e7l\u00fc bilan\u00e7osu olan \u015firketleri tercih ettiklerini belirten Demirta\u015f \u015funlar\u0131 s\u00f6yledi: \u201c\u00d6n\u00fcm\u00fczdeki 12 ayl\u0131k d\u00f6nemde T\u00fcrk hisse senetleri<\/a> i\u00e7in ana temam\u0131z, enfl asyonist ortamda g\u00fc\u00e7l\u00fc ihracat potansiyelinin yan\u0131 s\u0131ra i\u00e7 pazarda g\u00fc\u00e7l\u00fc konuma sahip \u015firketler olacakt\u0131r. 2023 y\u0131l\u0131nda takibimizdeki \u015firketler i\u00e7in y\u00fczde 20,9 k\u00e2r art\u0131\u015f\u0131 beklerken, 2024 y\u0131l\u0131nda y\u00fczde 28,9 net k\u00e2r art\u0131\u015f\u0131 bekliyoruz. 2023 i\u00e7in takibimizde olan banka d\u0131\u015f\u0131 \u015firketler ve holdingler i\u00e7in y\u00fczde 23,3 ve y\u00fczde 13,4 net k\u00e2r b\u00fcy\u00fcmesi beklerken, bankalar i\u00e7in y\u00fczde 22,2 net k\u00e2r b\u00fcy\u00fcmesi \u00f6ng\u00f6rmekteyiz. 2024 i\u00e7in ise takibimizde olan banka d\u0131\u015f\u0131 \u015firketler ve holdingler i\u00e7in y\u00fczde 39,2 ve y\u00fczde 11,5 net k\u00e2r b\u00fcy\u00fcmesi beklerken, bankalar i\u00e7in y\u00fczde 26,6 net k\u00e2r art\u0131\u015f\u0131 \u00f6ng\u00f6r\u00fcyoruz.\u201d<\/p>\n<\/p><\/div>\n2024\u2019te b\u00fcy\u00fcme beklentisi y\u00fczde 2,9<\/h2>\n
Bankalar i\u00e7in 2024\u2019da y\u00fczde 26,6 net k\u00e2r art\u0131\u015f\u0131<\/h2>\n