Borsa \u0130stanbul’da nisan ay\u0131nda BIST 100 endeksi 14.442,56 puanla BIST 30 endeksi de 16.601,12 puanla t\u00fcm zamanlar\u0131n en y\u00fcksek ayl\u0131k kapan\u0131\u015f\u0131n\u0131 ger\u00e7ekle\u015ftirdi.<\/p>\n\n\n\n
\u0130stanbul<\/p>\n\n\n\n
Nisan ay\u0131 jeopolitik risklerden dolay\u0131 k\u00fcresel piyasalarda \u00e7ift y\u00f6nl\u00fc oynakl\u0131\u011f\u0131n hakim oldu\u011fu bir d\u00f6nem olarak \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n\n\n\n
Buna kar\u015f\u0131n, yurt i\u00e7i pay piyasalar\u0131, Orta Do\u011fu kaynakl\u0131 jeopolitik gerilimlerin yaratt\u0131\u011f\u0131 bask\u0131ya ra\u011fmen, nisan ay\u0131nda rekor tazeledi.<\/p>\n\n\n\n
Nisan ay\u0131nda, Borsa \u0130stanbul’da en b\u00fcy\u00fck ve likiditesi y\u00fcksek \u015firketleri bar\u0131nd\u0131ran BIST 30 endeksi 16.601,12 puanla, BIST 100 endeksi de 14.442,56 puanla t\u00fcm zamanlar\u0131n en y\u00fcksek ayl\u0131k kapan\u0131\u015f\u0131n\u0131 ger\u00e7ekle\u015ftirirken, g\u00f6r\u00fclen en y\u00fcksek seviye rekorunu BIST 30 endeksi 16.822,46 puana, BIST 100 endeksi de 14.621,97 puana \u00e7\u0131kard\u0131.<\/p>\n\n\n\n
S\u00f6z konusu d\u00f6nemde, BIST 30 endeksi y\u00fczde 14,35, BIST 100 endeksi de y\u00fczde 12,91 artarak d\u00fcnya genelinde en fazla de\u011fer kazanan borsa endeksleri aras\u0131nda ilk 10’a girdi.<\/p>\n\n\n\n
\u0130ki endeksin dolar baz\u0131ndaki kazan\u00e7lar\u0131 da dikkati \u00e7ekti. Ge\u00e7en ay BIST 30 endeksi yat\u0131r\u0131mc\u0131s\u0131na dolar baz\u0131nda y\u00fczde 12,46, BIST 100 Endeksi y\u00fczde 11,05 kazand\u0131rd\u0131.<\/p>\n\n\n\n
ABD\/\u0130srail-\u0130ran sava\u015f\u0131na ili\u015fkin g\u00fcndem s\u0131cakl\u0131\u011f\u0131n\u0131 korumas\u0131na kar\u015f\u0131n bundan sonraki s\u00fcre\u00e7te jeopolitik risklere daha s\u0131n\u0131rl\u0131 tepkiler verilece\u011fine ili\u015fkin beklentiler, k\u00fcresel piyasalarda oldu\u011fu gibi yurt i\u00e7i piyasalarda da risk i\u015ftah\u0131n\u0131 destekledi.<\/p>\n\n\n\n
Jeopolitik olaylar\u0131n b\u00fcy\u00fck \u00f6l\u00e7\u00fcde sahadan masaya ta\u015f\u0131nmas\u0131n\u0131n da olumlu etkileri g\u00f6r\u00fcl\u00fcrken, kar sat\u0131\u015flar\u0131n\u0131n s\u0131n\u0131rl\u0131 kalmas\u0131na neden oldu.<\/p>\n\n\n\n
ABD Ba\u015fkan\u0131 Donald Trump’\u0131n Pakistan’\u0131n da talebi \u00fczerine \u0130ran’dan somut bir teklif gelene kadar ate\u015fkesi uzatma karar\u0131 \u0130srail-L\u00fcbnan cephesinden gelen ate\u015fkes a\u00e7\u0131klamalar\u0131 risk i\u015ftah\u0131n\u0131 g\u00fc\u00e7lendirirken, k\u00fcresel risk i\u015ftah\u0131ndaki toparlanman\u0131n etkisiyle yurt i\u00e7i piyasalarda yukar\u0131 y\u00f6nl\u00fc bir e\u011filim g\u00f6r\u00fcld\u00fc.<\/p>\n\n\n\n
ABD-\u0130ran hatt\u0131nda artan diplomatik temaslar ve bar\u0131\u015f ihtimalinin g\u00fc\u00e7lenmesi, piyasalarda risk alg\u0131s\u0131n\u0131 desteklerken BIST 100 endeksi TL baz\u0131nda tarihi zirvelerini test etti.<\/p>\n\n\n\n
Piyasalar\u0131n her olumlu geli\u015fmeyi fiyatlama arzusu risk i\u015ftah\u0131n\u0131n yeniden canlanmas\u0131na katk\u0131 verdi.<\/p>\n\n\n\n
Taraflar\u0131n kal\u0131c\u0131 bar\u0131\u015f\u0131 tesis etmek i\u00e7in hafta sonu bir araya gelmesinden \u00f6nce piyasalarda iyimser bir tablo \u00f6ne \u00e7\u0131kt\u0131. Ekonomi y\u00f6netiminin sava\u015f\u0131n etkilerini engellemek \u00fczere ald\u0131\u011f\u0131 \u00f6nlemlerin yan\u0131 s\u0131ra esnek ve proaktif yakla\u015f\u0131m\u0131n benimsenece\u011fine y\u00f6nelik mesajlar da T\u00fcrkiye’nin b\u00f6lgedeki g\u00fc\u00e7l\u00fc duru\u015funu peki\u015ftirdi.<\/p>\n\n\n\n
Bu s\u00fcre\u00e7te, petrol fiyatlar\u0131ndaki sert y\u00fckseli\u015fler ve dolardaki g\u00fc\u00e7lenme k\u00fcresel \u00e7apta enflasyon korkular\u0131n\u0131 art\u0131rmas\u0131na kar\u015f\u0131n, g\u00fc\u00e7l\u00fc rezerv y\u00f6netimi ve olas\u0131 d\u00f6viz risklerini s\u0131n\u0131rlayan hamleler TL varl\u0131klara y\u00f6nelik talebin zay\u0131flamas\u0131n\u0131n \u00f6n\u00fcne ge\u00e7ti.<\/p>\n\n\n\n
Teknik olarak BIST 100 endeksinin 13 bin puan\u0131n \u00fczerine \u00e7\u0131kmas\u0131 da endeksteki y\u00fckseli\u015fleri h\u0131zland\u0131r\u0131rken, endeksin 13.400 seviyesinin \u00fczerine ge\u00e7mesi temkinli iyimserlikten daha cesur bir iyimserli\u011fe do\u011fru de\u011fi\u015fim sa\u011flanmas\u0131na neden oldu.<\/p>\n\n\n\n
T\u00fcrkiye’nin bulundu\u011fu co\u011frafyada g\u00fcven veren duru\u015fu, yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n T\u00fcrk liras\u0131 varl\u0131klara talebini art\u0131r\u0131rken, \u00fclkenin bor\u00e7lanma maliyetleri de geriledi. T\u00fcrkiye’nin 5 y\u0131ll\u0131k kredi risk primi (CDS), ge\u00e7en ay 230 baz puana kadar inmesinin ard\u0131ndan ay\u0131 249 baz puanda tamamlad\u0131.<\/p>\n\n\n\n
Yurt d\u0131\u015f\u0131nda yerle\u015fik ki\u015filer ge\u00e7en ay toplam 365 milyon dolarl\u0131k tahvil, 1 milyar 120 milyon dolarl\u0131k ise hisse senedi al\u0131m\u0131 ger\u00e7ekle\u015ftirdi. Yurt d\u0131\u015f\u0131 yerle\u015fiklerin hisse senedi stoku 43 milyar 911,6 milyon dolar, D\u0130BS stoku 15 milyar 443,9 milyon dolar olarak kaydedildi.<\/p>\n\n\n\n
Bahsedilen geli\u015fmelere ek olarak olumlu gelen \u015firket bilan\u00e7olar\u0131 da yurt i\u00e7i piyasalardaki risk i\u015ftah\u0131n\u0131 destekledi. Bu anlamda endeksteki a\u011f\u0131rl\u0131\u011f\u0131 en y\u00fcksek \u015firket ASELSAN, nisan ay\u0131nda y\u00fczde 31,23 y\u00fckselirken, s\u00f6z konusu d\u00f6nemi 1 trilyon 916 milyar 340 milyon lira piyasa de\u011feriyle tamamlad\u0131.<\/p>\n\n\n\n
T\u00fcrkiye’de savunma teknolojisinin geli\u015fimi ve d\u00f6n\u00fc\u015f\u00fcm\u00fcnde \u00f6nc\u00fc rol oynayan ASELSAN, Borsa \u0130stanbul BIST 100 endeksinde en y\u00fcksek piyasa de\u011ferine sahip \u015firket konumunda.<\/p>\n\n\n\n
Son y\u0131llarda d\u00fcnya genelinde yat\u0131r\u0131mc\u0131 ilgisi, geleneksel \u00fcretim yapan sanayi \u015firketlerinden ziyade teknoloji geli\u015ftiren ve bunu y\u00fcksek katma de\u011ferli \u00fcr\u00fcnlere d\u00f6n\u00fc\u015ft\u00fcrebilen \u015firketlere y\u00f6neldi.<\/p>\n\n\n\n
K\u00fcresel borsalarda da b\u00fcy\u00fcme potansiyeli en y\u00fcksek firmalar, teknoloji tabanl\u0131 \u015firketlerden olu\u015fuyor. Savunma sanayisinde de benzer bir ayr\u0131\u015fma ya\u015fan\u0131yor.<\/p>\n\n\n\n
Sadece silah \u00fcreten ya da konvansiyonel savunma \u00fcr\u00fcnleri sunan \u015firketler de\u011fil savunma teknolojisini geli\u015ftiren \u015firketler yat\u0131r\u0131mc\u0131lar nezdinde \u00f6nem kazand\u0131.<\/p>\n\n\n\n
Spinn Dan\u0131\u015fmanl\u0131k Kurucu Orta\u011f\u0131 ve ekonomist \u00d6zlem Derici \u015eeng\u00fcl, AA muhabirine yapt\u0131\u011f\u0131 de\u011ferlendirmede, borsada ABD\/\u0130srail-\u0130ran sava\u015f\u0131 nedeniyle \u00e7ok ciddi bir dalgalanma ya\u015fand\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n\n\n\n
Sava\u015ftan \u00f6nce borsan\u0131n yukar\u0131 gitme iste\u011fi oldu\u011funu, de\u011ferlemelerin de buna i\u015faret etti\u011fini ifade eden \u015eeng\u00fcl, “Ayr\u0131ca Merkez Bankas\u0131’n\u0131n faiz indirece\u011fine dair beklentiler de vard\u0131. O y\u00fczden de borsada yukar\u0131 gitme iste\u011fi \u00e7ok yo\u011fundu. Sava\u015fla birlikte bu b\u00f6yle sekteye u\u011frad\u0131 diyelim veya kesintiler ya\u015fand\u0131.” dedi.<\/p>\n\n\n\n
Ancak borsan\u0131n ate\u015fkes a\u00e7\u0131klamalar\u0131yla beraber f\u0131rsat buldu\u011fu anda y\u00fckseli\u015f iste\u011finin devam etti\u011fini dile getiren \u015eeng\u00fcl, “Borsada, olumlu y\u00f6nde haberleri daha fazla fiyatlamaya \u00e7al\u0131\u015fan bir e\u011filim g\u00f6rd\u00fck. E\u011fer ki \u00f6n\u00fcm\u00fczdeki d\u00f6nemde somut bir anla\u015fma zeminine do\u011fru bir hareket g\u00f6r\u00fcrsek o zaman daha da yukar\u0131lar\u0131 bekleyebiliriz.” ifadelerini kulland\u0131.<\/p>\n\n\n\n
\u0130stanbul Bilgi \u00dcniversitesi Ekonomi B\u00f6l\u00fcm\u00fc \u00d6\u011fretim \u00dcyesi Prof. Dr. Erhan Aslano\u011flu da genel olarak bak\u0131ld\u0131\u011f\u0131nda asl\u0131nda G\u00fcney Kore, Tayvan, Brezilya Tayland gibi bir\u00e7ok borsan\u0131n da fena bir performans g\u00f6stermedi\u011fini, genelde geli\u015fmekte olan \u00fclkelerin borsalar\u0131n\u0131n olduk\u00e7a iyi bir performans g\u00f6sterdi\u011fini belirtti.<\/p>\n\n\n\n
“Burada ana konu bir b\u00fct\u00fcn d\u00fcnyada uluslararas\u0131 kurulu\u015flardan gelen tahminlerde \u00f6nc\u00fc g\u00f6stergelerde b\u00fcy\u00fcmede ciddi bir dayan\u0131kl\u0131l\u0131k oldu\u011funu g\u00f6steriyor.” ifadelerini kullanan Aslano\u011flu, \u00f6zellikle askeri harcamalar ba\u015fta olmak \u00fczere yap\u0131lan harcamalar\u0131n ve yapay zeka ba\u015fta olmak \u00fczere teknolojik geli\u015fmelerin verimlili\u011fi art\u0131rmas\u0131n\u0131n b\u00fcy\u00fcmenin ana temel kayna\u011f\u0131n\u0131 olu\u015fturdu\u011funu s\u00f6yledi. Aslano\u011flu dolay\u0131s\u0131yla b\u00fcy\u00fcme varsa sat\u0131\u015f ve karl\u0131l\u0131\u011f\u0131n da var oldu\u011fu anlam\u0131na geldi\u011fini dile getirdi.<\/p>\n\n\n\n
Petrol fiyatlar\u0131n\u0131n uzunca bir s\u00fcre y\u00fcksek seyretmesine ra\u011fmen gerek farkl\u0131 taraflardan arz\u0131n art\u0131r\u0131labilmesi gerek talepteki baz\u0131 gerilemelerden dolay\u0131 100-110 dolarlar\u0131n \u00fczerine gitmekte de zorland\u0131\u011f\u0131n\u0131 hatta biraz olumlu haberlerde geri d\u00f6n\u00fc\u015f\u00fcn de oldu\u011funu ifade eden Aslano\u011flu, \u015funlar\u0131 kaydetti:<\/p>\n\n\n\n
“Yani piyasalar temelde iyimser senaryolar\u0131 fiyatl\u0131yor. Makro g\u00f6r\u00fcn\u00fcmde gerek b\u00fcy\u00fcme gerek enflasyon a\u00e7\u0131s\u0131ndan ki petrol 100-110 dolarlarda uzun s\u00fcre kalmas\u0131na ra\u011fmen de enflasyonda d\u00fcnyada bir puanl\u0131k bir art\u0131\u015f oldu. \u00c7ok anormal s\u0131\u00e7ramalar g\u00f6zlenmiyor. Yani b\u00fcy\u00fcmenin devam etti\u011fi, enflasyonun \u00e7ok artmad\u0131\u011f\u0131 ve merkez bankalar\u0131n\u0131n faiz indiremedi\u011fi ama art\u0131rmad\u0131\u011f\u0131 bir noktaday\u0131z gibi g\u00f6z\u00fck\u00fcyor. T\u00fcm bu fakt\u00f6rlere ba\u011fl\u0131 olarak temelde asl\u0131nda borsalar\u0131n g\u00f6rece iyi performans\u0131n\u0131n, bizim borsam\u0131z\u0131n da g\u00f6rece iyi performans\u0131n\u0131n ana nedeni bu oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyoruz.”<\/p>\n","protected":false},"excerpt":{"rendered":"
Borsa \u0130stanbul’da nisan ay\u0131nda BIST 100 endeksi 14.442,56 puanla BIST 30 endeksi de 16.601,12 puanla t\u00fcm zamanlar\u0131n en y\u00fcksek ayl\u0131k kapan\u0131\u015f\u0131n\u0131 ger\u00e7ekle\u015ftirdi. \u0130stanbul Nisan ay\u0131 jeopolitik risklerden dolay\u0131 k\u00fcresel piyasalarda \u00e7ift y\u00f6nl\u00fc oynakl\u0131\u011f\u0131n hakim oldu\u011fu bir d\u00f6nem olarak \u00f6ne \u00e7\u0131kt\u0131. Buna kar\u015f\u0131n, yurt i\u00e7i pay piyasalar\u0131, Orta Do\u011fu kaynakl\u0131 jeopolitik gerilimlerin yaratt\u0131\u011f\u0131 bask\u0131ya ra\u011fmen, nisan<\/p>\n","protected":false},"author":1,"featured_media":602,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_rtcl_gb_attr":"","footnotes":""},"categories":[14],"tags":[],"class_list":["post-601","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/turkiyemhaber.com\/index.php?rest_route=\/wp\/v2\/posts\/601","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/turkiyemhaber.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/turkiyemhaber.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/turkiyemhaber.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/turkiyemhaber.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=601"}],"version-history":[{"count":1,"href":"https:\/\/turkiyemhaber.com\/index.php?rest_route=\/wp\/v2\/posts\/601\/revisions"}],"predecessor-version":[{"id":603,"href":"https:\/\/turkiyemhaber.com\/index.php?rest_route=\/wp\/v2\/posts\/601\/revisions\/603"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/turkiyemhaber.com\/index.php?rest_route=\/wp\/v2\/media\/602"}],"wp:attachment":[{"href":"https:\/\/turkiyemhaber.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=601"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/turkiyemhaber.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=601"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/turkiyemhaber.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=601"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}