Yurt i\u00e7i piyasalarda y\u0131l ba\u015flang\u0131c\u0131nda g\u00f6r\u00fclen pozitif ivmelenme ay sonuna kadar devam etti. Y\u0131la al\u0131c\u0131l\u0131 ba\u015flayan BIST 100 endeksinde y\u00fckseli\u015f e\u011filimi ocak ay\u0131 sonuna kadar s\u00fcrerken, endeks ay boyunca y\u00fckseli\u015f trendini koruyarak rekor seviyelerini geli\u015ftirmeyi s\u00fcrd\u00fcrd\u00fc.<\/p>\n
BIST 100 endeksi ocak ay\u0131n\u0131n ilk i\u015flem g\u00fcn\u00fcne y\u00fczde 0,31 art\u0131\u015fla 11.296,52 puandan ba\u015flarken, endeks 5 Ocak\u2019ta 11.726,18 puana \u00e7\u0131karak y\u0131l\u0131n ilk rekorunu k\u0131rd\u0131. Yabanc\u0131 yat\u0131r\u0131mc\u0131n\u0131n devam eden ilgisiyle endeks, g\u00f6rd\u00fc\u011f\u00fc en y\u00fcksek seviye rekorunu 29 Ocak\u2019ta 13.906,51 puana \u00e7\u0131kard\u0131.<\/p>\n
BIST 100 endeksi ocak ay\u0131n\u0131 y\u00fczde 22,9 getiri ile tamamlad\u0131. Endeks, bu y\u00fckseli\u015fle 1997\u2019den bu yana en iyi ocak ay\u0131 performans\u0131n\u0131 sergiledi. Endeks, 1997 y\u0131l\u0131 ocak ay\u0131nda yat\u0131r\u0131mc\u0131s\u0131na y\u00fczde 64 getiri sunmu\u015ftu.<\/p>\n
S\u00f6z konusu geli\u015fmelerle Borsa \u0130stanbul’da BIST 100 endeksi y\u0131lba\u015f\u0131ndan beri sa\u011flad\u0131\u011f\u0131 getiri ile d\u00fcnyan\u0131n \u00f6nemli endeksleri aras\u0131nda ikinci s\u0131rada yer ald\u0131. Bu d\u00f6nemde getiri baz\u0131nda G\u00fcney Kore’de Kospi endeksi ilk s\u0131rada yer ald\u0131. S\u00f6z konusu endeks, y\u0131l ba\u015f\u0131nda bu yana yat\u0131r\u0131mc\u0131s\u0131na y\u00fczde 24 kazan\u00e7 sa\u011flad\u0131.<\/p>\n
BIST 100 endeksi dolar baz\u0131nda 320,38 puana \u00e7\u0131karak 2 A\u011fustos 2024\u2019ten bu yana en y\u00fcksek seviyesini test etti.<\/p>\n
Ge\u00e7en ay BIST 100 endeksinde g\u00fcnl\u00fck ortalama 178,2 milyar liral\u0131k i\u015flem hacmi olu\u015ftu. Endeksin en y\u00fcksek i\u015flem hacmine 302,5 milyar lira ile 29 Ocak\u2019ta ula\u015ft\u0131\u011f\u0131 g\u00f6r\u00fcld\u00fc.<\/p>\n
CDS OCAK AYINDA 202,7 PUANA KADAR \u0130ND\u0130<\/strong><\/p>\n ABD y\u00f6netiminin uygulad\u0131\u011f\u0131 politikalar\u0131n piyasalar \u00fczerinde olu\u015fturdu\u011fu belirsizlikler s\u00fcrerken, yurt i\u00e7inde ekonomi y\u00f6netiminin att\u0131\u011f\u0131 ad\u0131mlar\u0131n olumlu etkileri piyasalarda hissedilmeye devam ediyor.<\/p>\n Jeopolitik ve ekonomik belirsizliklerin k\u00fcresel \u00f6l\u00e7ekte s\u00fcrd\u00fc\u011f\u00fc bir d\u00f6nemde, yat\u0131r\u0131mc\u0131lar\u0131n temkinli davrand\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcrken, TL varl\u0131klara y\u00f6nelik ilginin artt\u0131\u011f\u0131 izlendi. T\u00fcrkiye’de ekonomi y\u00f6netiminin att\u0131\u011f\u0131 ad\u0131mlar \u00e7er\u00e7evesinde dezenflasyon s\u00fcreci s\u00fcrerken, bu s\u00fcre\u00e7te zay\u0131flayan dolar k\u00fcresel \u00f6l\u00e7ekte enflasyonla m\u00fccadeleye destek verdi.<\/p>\n T\u00fcrkiye\u2019nin 5 y\u0131ll\u0131k kredi risk priminin (CDS) ocak ay\u0131nda 202,7 puana kadar inmesi, TL varl\u0131klar\u0131n\u0131n yeniden fiyatlanmas\u0131 a\u00e7\u0131s\u0131ndan makroekonomide \u00f6nemli bir g\u00f6sterge olarak \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n TL varl\u0131klara g\u00fcvenin artmas\u0131, enflasyondaki yava\u015flama ve buna paralel faizlerdeki d\u00fc\u015f\u00fc\u015f ile birlikte teorik olarak hisse senetleri ba\u015fta olmak \u00fczere riskli varl\u0131klar lehine bir zemin olu\u015ftu.<\/p>\n Yabanc\u0131 yat\u0131r\u0131m kurulu\u015flar\u0131n\u0131n da T\u00fcrk varl\u0131klar\u0131na y\u00f6nelik olumlu raporlar\u0131 devam ederken, uluslararas\u0131 kredi derecelendirme kurulu\u015fu Fitch Ratings, T\u00fcrkiye’nin kredi notunu “BB-” olarak teyit ederken, kredi notu g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc “dura\u011fan”dan “pozitif”e \u00e7evirdi.<\/p>\n YURT DI\u015eI YERLE\u015e\u0130KLER\u0130N G\u00dc\u00c7L\u00dc ALIMI S\u00dcRD\u00dc<\/strong><\/p>\n Yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n tahvil ve hisse senedi piyasalar\u0131ndaki al\u0131mlar\u0131 dikkat \u00e7ekerken, yurt d\u0131\u015f\u0131 yerle\u015fiklerin ge\u00e7en ay net al\u0131c\u0131 konumda oldu\u011fu g\u00f6r\u00fcld\u00fc.<\/p>\n Yurt d\u0131\u015f\u0131nda yerle\u015fik ki\u015filer, ocak ay\u0131n\u0131n son haftas\u0131 hari\u00e7 olmak \u00fczere toplam 3 milyar 506,8 milyon dolarl\u0131k Devlet \u0130\u00e7 Bor\u00e7lanma Senedi (D\u0130BS), 1 milyar 27,4 milyon dolarl\u0131k hisse senedi al\u0131m\u0131 ger\u00e7ekle\u015ftirdi.<\/p>\n Yurt d\u0131\u015f\u0131nda yerle\u015fiklerin hisse senedi stoku 23 Ocak haftas\u0131nda 39 milyar 866,3 milyon dolara, D\u0130BS stoku da 21 milyar 510,1 milyon dolara \u00e7\u0131kt\u0131.<\/p>\n \u00d6te yandan T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131n\u0131n (TCMB) toplam rezervleri 23 Ocak haftas\u0131nda 215 milyar 614 milyon dolara \u00e7\u0131karak t\u00fcm zamanlar\u0131n en y\u00fcksek seviyesine ula\u015ft\u0131.<\/p>\n “\u00d6ZELL\u0130KLE YABANCI YATIRIMCININ \u0130LG\u0130S\u0130 \u00c7OK ARTMI\u015e DURUMDA”<\/strong><\/p>\n \u0130stanbul Bilgi \u00dcniversitesi Ekonomi B\u00f6l\u00fcm\u00fc \u00d6\u011fretim \u00dcyesi Prof. Dr. Erhan Aslano\u011flu, AA muhabirine yapt\u0131\u011f\u0131 de\u011ferlendirmede, borsadaki y\u00fckseli\u015fin hem yurt i\u00e7i hem de yurt d\u0131\u015f\u0131 fakt\u00f6rlerden kaynakland\u0131\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n Yurt i\u00e7inde makroekonomik g\u00f6stergelere bak\u0131ld\u0131\u011f\u0131nda b\u00fct\u00e7e taraf\u0131nda ve \u00f6demeler dengesinde g\u00f6rece olumlu bir tablo bulundu\u011funu belirten Aslano\u011flu, \u00f6zellikle b\u00fct\u00e7e taraf\u0131n\u0131n beklentilerin \u00fczerinde sonu\u00e7lar verdi\u011fini ifade etti.<\/p>\n Cari a\u00e7\u0131\u011f\u0131n y\u00f6netilebilir d\u00fczeyde seyretti\u011fini aktaran Aslano\u011flu, Merkez Bankas\u0131 rezervlerinin de tarihi zirveye \u00e7\u0131kt\u0131\u011f\u0131n\u0131 an\u0131msatarak, “Alt\u0131n tutman\u0131n art\u0131lar\u0131 da burada \u00e7ok ortaya \u00e7\u0131kt\u0131. \u00d6zellikle yabanc\u0131 yat\u0131r\u0131mc\u0131n\u0131n ilgisi \u00e7ok artm\u0131\u015f durumda.” dedi.<\/p>\n Yabanc\u0131 yat\u0131r\u0131mc\u0131 giri\u015finin d\u00f6viz rezervlerinin yeterli olmas\u0131, kur riskinin g\u00f6rece d\u00fc\u015f\u00fck g\u00f6r\u00fclmesi ve cari a\u00e7\u0131\u011f\u0131n s\u0131n\u0131rl\u0131 seyriyle h\u0131zland\u0131\u011f\u0131n\u0131 belirten Aslano\u011flu, \u015fu de\u011ferlendirmelerde bulundu:<\/p>\n “Uzun s\u00fcredir d\u00f6viz baz\u0131nda da de\u011fer kaybeden ve geli\u015fmekte olan \u00fclkelere g\u00f6re aras\u0131 a\u00e7\u0131lan T\u00fcrk borsas\u0131n\u0131n tekrar o fark\u0131 kapatt\u0131\u011f\u0131 bir s\u00fcrece girdik gibi g\u00f6z\u00fck\u00fcyor. B\u00fct\u00fcn d\u00fcnyada da ABD’den veya geli\u015fmi\u015f \u00fclkelerden, geli\u015fmekte olan \u00fclkelere do\u011fru bir ak\u0131m da var.<\/p>\n D\u00fcnyadaki b\u00fcy\u00fcme trendlerine, dinamizme ve \u00f6n\u00fcm\u00fczdeki s\u00fcre\u00e7teki talep ko\u015fullar\u0131na bak\u0131ld\u0131\u011f\u0131nda, geli\u015fmekte olan \u00fclkeler daha \u00f6ne \u00e7\u0131k\u0131yor. T\u00fcrkiye de bu makro dengelerle birlikte s\u00f6z konusu y\u00fckseli\u015fi ya\u015fayan \u00fclkelerden biri olarak \u00f6ne \u00e7\u0131k\u0131yor.”<\/p>\n\n <\/p>\n Kaynak :\u00a0http:\/\/www.milliyet.com.tr\/ekonomi\/borsada-1997den-beri-en-iyi-ocak-ayi-performansi-7530694<\/span><\/p>\n","protected":false},"excerpt":{"rendered":" Borsa \u0130stanbul\u2019da BIST 100 endeksi y\u0131l ba\u015f\u0131ndan bu yana d\u00fcnya genelinde \u00f6nde gelen endeksler aras\u0131nda getiri baz\u0131nda \u00f6n s\u0131ralarda yer al\u0131rken, y\u00fczde 22,9 y\u00fckseli\u015fle 1997\u2019den beri en iyi ocak ay\u0131 performans\u0131n\u0131 sergiledi.<\/p>\n","protected":false},"author":1,"featured_media":173994,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[163,1079,785,11334,221],"class_list":["post-173993","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-dolar","tag-endeks","tag-milyar","tag-ocak-ayi","tag-turk"],"_links":{"self":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/173993","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/comments?post=173993"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/173993\/revisions"}],"predecessor-version":[{"id":173995,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/173993\/revisions\/173995"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media\/173994"}],"wp:attachment":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media?parent=173993"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/categories?post=173993"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/tags?post=173993"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}