{"id":30391,"date":"2026-03-16T10:03:48","date_gmt":"2026-03-16T10:03:48","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/ocak-ayinda-guney-korenin-para-arzi-buyumesi-onceki-73-seviyesinden-71e-geriledi\/"},"modified":"2026-03-16T10:03:48","modified_gmt":"2026-03-16T10:03:48","slug":"ocak-ayinda-guney-korenin-para-arzi-buyumesi-onceki-73-seviyesinden-71e-geriledi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/ocak-ayinda-guney-korenin-para-arzi-buyumesi-onceki-73-seviyesinden-71e-geriledi\/","title":{"rendered":"Ocak ay\u0131nda G\u00fcney Kore\u2019nin para arz\u0131 b\u00fcy\u00fcmesi, \u00f6nceki %7,3 seviyesinden %7,1\u2019e geriledi"},"content":{"rendered":"G\u00fcney Kore\u2019de para arz\u0131 art\u0131\u015f\u0131 ocakta %7,1\u2019e yava\u015flad\u0131. Bir \u00f6nceki d\u00f6nemde %7,3\u2019t\u00fc.\n\nG\u00fcney Kore\u2019de M2 para arz\u0131 b\u00fcy\u00fcmesinin ocakta %7,1\u2019e gerilemesi g\u00f6z ard\u0131 edilemez bir sinyal. M2, nakit ve vadesiz mevduat gibi kolayca harcanabilen paran\u0131n yan\u0131nda k\u0131sa vadeli mevduatlar\u0131 da i\u00e7eren geni\u015f para g\u00f6stergesidir. Bu yava\u015flama, Kore Merkez Bankas\u0131 (BOK) faiz art\u0131rmasa bile finansal ko\u015fullar\u0131n s\u0131k\u0131la\u015ft\u0131\u011f\u0131na i\u015faret ediyor. Sistemdeki \u201clikidite\u201d (piyasada i\u015flem ve kredi i\u00e7in kolayca bulunabilen para) azal\u0131rsa, ekonomi genelde zamanla so\u011fur.\n\nBu g\u00f6r\u00fcn\u00fcm, \u015eubat 2026 enflasyon raporuyla da uyumlu. \u00c7ekirdek T\u00dcFE (g\u0131da ve enerji gibi oynak kalemler \u00e7\u0131kar\u0131larak hesaplanan enflasyon) %3,2\u2019de y\u00fcksek kalmay\u0131 s\u00fcrd\u00fcrd\u00fc ve merkez bankas\u0131n\u0131n %2 hedefinin \u00fczerinde. BOK politika faizini (merkez bankas\u0131n\u0131n bankalara uygulad\u0131\u011f\u0131 temel faiz) bir y\u0131l\u0131 a\u015fk\u0131n s\u00fcredir %3,5\u2019te tutuyor. Enflasyonun inat\u00e7\u0131 kalmas\u0131, yak\u0131n zamanda faiz indirimi ihtimalini zay\u0131flat\u0131yor. Bu da para politikas\u0131n\u0131n (faiz ve likidite ad\u0131mlar\u0131) bir s\u00fcre daha s\u0131k\u0131 kalaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnd\u00fcr\u00fcyor.\n\nStrateji taraf\u0131nda bu tablo, Kore wonunu g\u00fc\u00e7lendirebilir. BOK s\u0131k\u0131 duru\u015funu korurken di\u011fer b\u00fcy\u00fck merkez bankalar\u0131 daha \u201cg\u00fcvercin\u201d (faiz indirimine daha yak\u0131n) g\u00f6r\u00fcn\u00fcrse, faiz fark\u0131 wonu destekleyebilir. Bu nedenle wonun de\u011fer kazanmas\u0131na oynayan i\u015flemler \u00f6ne \u00e7\u0131k\u0131yor: KRW\/USD al\u0131m opsiyonlar\u0131 (belirli bir tarihe kadar belirli fiyattan alma hakk\u0131 veren s\u00f6zle\u015fme) veya vadeli i\u015flem s\u00f6zle\u015fmeleri (gelecekte belirli fiyattan al\u0131m-sat\u0131m taahh\u00fcd\u00fc) de\u011ferlendirilebilir.\n\nBu ortam KOSPI endeksi i\u00e7in de olumsuz. Likiditenin azalmas\u0131 ve bor\u00e7lanma maliyetlerinin (kredi\/faiz y\u00fck\u00fc) y\u00fcksek kalmas\u0131, \u015firket k\u00e2rlar\u0131n\u0131 ve hisse de\u011ferlemelerini bask\u0131layabilir. Bu nedenle koruma ama\u00e7l\u0131 ad\u0131mlar g\u00fcndeme gelebilir: KOSPI 200 endeksinde sat\u0131m opsiyonu (put; fiyat d\u00fc\u015ferse de\u011fer kazanan opsiyon) almak veya d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc put spread (biri al\u0131nan di\u011feri sat\u0131lan iki sat\u0131m opsiyonuyla maliyeti d\u00fc\u015f\u00fcr\u00fcp kazanc\u0131 s\u0131n\u0131rlayan strateji) kurmak gibi.\n

\n\n

Hemen i\u015flem yapmaya ba\u015flay\u0131n – Ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in buraya<\/a> t\u0131klay\u0131n <\/strong> <\/p>\n","protected":false},"excerpt":{"rendered":"

Alarm zilleri: G\u00fcney Kore\u2019de M2 para arz\u0131 b\u00fcy\u00fcmesi ocakta %7,1\u2019e indi. Likidite daral\u0131rken \u00e7ekirdek enflasyon %3,2 ile inat\u00e7\u0131; BOK\u2019un %3,5 faizi s\u00fcrebilir: won g\u00fc\u00e7lenir, KOSPI bask\u0131lan\u0131r.<\/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-30391","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\/30391","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=30391"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/30391\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=30391"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=30391"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=30391"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}