{"id":29945,"date":"2026-03-10T04:01:24","date_gmt":"2026-03-10T04:01:24","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/guney-korenin-dorduncu-ceyrek-yillik-bazda-gsyh-buyumesi-17lik-beklentinin-altinda-kalarak-16-oldu\/"},"modified":"2026-03-10T04:01:24","modified_gmt":"2026-03-10T04:01:24","slug":"guney-korenin-dorduncu-ceyrek-yillik-bazda-gsyh-buyumesi-17lik-beklentinin-altinda-kalarak-16-oldu","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/guney-korenin-dorduncu-ceyrek-yillik-bazda-gsyh-buyumesi-17lik-beklentinin-altinda-kalarak-16-oldu\/","title":{"rendered":"G\u00fcney Kore\u2019nin d\u00f6rd\u00fcnc\u00fc \u00e7eyrek y\u0131ll\u0131k bazda GSYH b\u00fcy\u00fcmesi %1,7\u2019lik beklentinin alt\u0131nda kalarak %1,6 oldu"},"content":{"rendered":"G\u00fcney Kore\u2019nin gayrisafi yurt i\u00e7i has\u0131las\u0131 (GSYH, yani \u00fclkenin toplam \u00fcretimi) d\u00f6rd\u00fcnc\u00fc \u00e7eyrekte y\u0131ll\u0131k bazda %1,6 b\u00fcy\u00fcd\u00fc. Bu oran, %1,7 olan beklentinin alt\u0131nda kald\u0131.\n\nSonu\u00e7, beklentilerin 0,1 y\u00fczde puan alt\u0131nda ger\u00e7ekle\u015fti. Veriler, d\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011fi bir \u00f6nceki y\u0131l\u0131n ayn\u0131 d\u00f6nemiyle kar\u015f\u0131la\u015ft\u0131r\u0131yor.\n\n<h3>Piyasalar \u0130\u00e7in Anlam\u0131<\/h3>\n2025\u2019in d\u00f6rd\u00fcnc\u00fc \u00e7eyrek b\u00fcy\u00fcmesinin tahminimizden zay\u0131f gelmesi, G\u00fcney Kore varl\u0131klar\u0131 \u00fczerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 yaratabilir. Bu k\u00fc\u00e7\u00fck sapma bile yeni y\u0131la girerken ekonomide h\u0131z kayb\u0131na i\u015faret ediyor. Bu nedenle yat\u0131r\u0131mc\u0131lar \u00f6n\u00fcm\u00fczdeki haftalarda daha y\u00fcksek dalgalanma (fiyatlar\u0131n daha sert ini\u015f-\u00e7\u0131k\u0131\u015f yapmas\u0131) ve genel olarak olumsuz (ay\u0131) bir hava bekleyebilir.\n\nHisse senedi piyasalar\u0131nda KOSPI 200 endeksi i\u00e7in sat\u0131m opsiyonu (put: fiyat d\u00fc\u015f\u00fc\u015f\u00fcne kar\u015f\u0131 koruma sa\u011flayan s\u00f6zle\u015fme) almak d\u00fc\u015f\u00fcn\u00fclebilir. Bu, olas\u0131 bir geri \u00e7ekilmeye kar\u015f\u0131 sigorta i\u015flevi g\u00f6r\u00fcr; 2025 ba\u015f\u0131nda zay\u0131f bir imalat verisinin ard\u0131ndan endeksin bir ay i\u00e7inde %4 gerilemesine benzer bir risk var. Mevcut veriler, yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n net sat\u0131c\u0131ya d\u00f6nd\u00fc\u011f\u00fcn\u00fc g\u00f6steriyor; 2026 \u015eubat\u0131n\u0131n son haftas\u0131nda Kore hisselerinde 2 trilyon wonun \u00fczerinde sat\u0131\u015f yap\u0131ld\u0131 ve bu durum d\u00fc\u015f\u00fc\u015f e\u011filimini h\u0131zland\u0131rabilir.\n\nD\u00f6viz piyasas\u0131nda bu zay\u0131f veri, Kore wonunun (KRW) de\u011fer kayb\u0131na i\u015faret ediyor. USD\/KRW paritesinde al\u0131m opsiyonu (call: kur y\u00fckseli\u015fine oynayan s\u00f6zle\u015fme) almak, kurun 1.360 civar\u0131ndaki seviyesinden yukar\u0131 gitmesine y\u00f6nelik bir pozisyon olabilir. Bu g\u00f6r\u00fc\u015f\u00fc destekleyen bir di\u011fer unsur, G\u00fcney Kore\u2019nin d\u0131\u015f ticaret fazlas\u0131n\u0131n (ihracat\u0131n ithalattan fazla olmas\u0131) 2026 \u015eubat\u0131nda bir \u00f6nceki aya g\u00f6re %15 daralmas\u0131; bu, ihracat g\u00fcc\u00fcn\u00fcn zay\u0131flayabilece\u011fini ve wonu daha az destekleyece\u011fini g\u00f6steriyor.\n\nKore Merkez Bankas\u0131\u2019n\u0131n faiz art\u0131r\u0131m\u0131 yapma olas\u0131l\u0131\u011f\u0131 daha da d\u00fc\u015f\u00fcyor; banka 2025 boyunca faizleri art\u0131rmam\u0131\u015ft\u0131. Bu GSYH verisi, bir sonraki ad\u0131m\u0131n ekonomiyi canland\u0131rmak i\u00e7in faiz indirimi olabilece\u011fi ihtimalini y\u00fckseltiyor. Bu g\u00f6r\u00fcn\u00fcm, Kore faiz swaplar\u0131nda (faiz takas\u0131: de\u011fi\u015fken faizin sabit faizle de\u011fi\u015ftirildi\u011fi t\u00fcrev i\u015flem) sabit faiz alma pozisyonunu \u00f6ne \u00e7\u0131karabilir; \u00e7\u00fcnk\u00fc faizlerin (tahvil getirilerinin) d\u00fc\u015fmesi beklenebilir.\n\n<h3>Hedefli Sekt\u00f6r Stratejileri<\/h3>\nKore ekonomisini s\u00fcr\u00fckleyen sekt\u00f6rler, \u00f6zellikle yar\u0131 iletkenler ve teknoloji yak\u0131ndan izlenmeli. 2026 \u015eubat raporlar\u0131 k\u00fcresel yar\u0131 iletken fiyatlar\u0131nda %3 d\u00fc\u015f\u00fc\u015fe i\u015faret ediyor; bu durum b\u00fcy\u00fck Koreli ihracat\u00e7\u0131lar\u0131n k\u00e2rl\u0131l\u0131\u011f\u0131n\u0131 bask\u0131layabilir. Bu nedenle, b\u00fcy\u00fck \u00f6l\u00e7ekli (large-cap: piyasa de\u011feri y\u00fcksek) teknoloji hisselerinde sat\u0131m opsiyonu almak, ekonomiye y\u00f6nelik olumsuz g\u00f6r\u00fc\u015f\u00fc daha hedefli yans\u0131tman\u0131n bir yolu olabilir.\n<p>\n\n<p><strong>Hemen i\u015flem yapmaya ba\u015flay\u0131n &#8211; Ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in <a href=\"https:\/\/www.vtmarkets.com\/tr\/trade-now\/\">buraya<\/a> t\u0131klay\u0131n <\/strong> <\/p>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>S\u00fcrpriz zay\u0131fl\u0131k: G\u00fcney Kore GSYH\u2019si 4\u00c7\u2019de %1,6 ile beklenti (%1,7) alt\u0131nda kald\u0131. Risk: KOSPI\u2019da bask\u0131, KRW\u2019de de\u011fer kayb\u0131, oynakl\u0131k art\u0131\u015f\u0131; opsiyonla korunma, swaplarda faiz indirimi fiyatlamas\u0131.<\/p>\n","protected":false},"author":87,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-29945","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/29945","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/users\/87"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/comments?post=29945"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/29945\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=29945"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=29945"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=29945"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}