{"id":30836,"date":"2026-03-20T17:03:04","date_gmt":"2026-03-20T17:03:04","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/cinin-yil-basindan-bu-yana-dogrudan-yabanci-yatirim-artisi-subat-ayina-kadar-yillik-bazda-57-dususte-kaldi\/"},"modified":"2026-03-20T17:03:04","modified_gmt":"2026-03-20T17:03:04","slug":"cinin-yil-basindan-bu-yana-dogrudan-yabanci-yatirim-artisi-subat-ayina-kadar-yillik-bazda-57-dususte-kaldi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/cinin-yil-basindan-bu-yana-dogrudan-yabanci-yatirim-artisi-subat-ayina-kadar-yillik-bazda-57-dususte-kaldi\/","title":{"rendered":"\u00c7in\u2019in y\u0131l ba\u015f\u0131ndan bu yana do\u011frudan yabanc\u0131 yat\u0131r\u0131m art\u0131\u015f\u0131 \u015eubat ay\u0131na kadar y\u0131ll\u0131k bazda %5,7 d\u00fc\u015f\u00fc\u015fte kald\u0131"},"content":{"rendered":"\u00c7in\u2019in y\u0131l ba\u015f\u0131ndan bu yana (YTD) do\u011frudan yabanc\u0131 yat\u0131r\u0131m (FDI: yabanc\u0131 \u015firketlerin \u00c7in\u2019de fabrika kurmas\u0131, ortakl\u0131k sat\u0131n almas\u0131 gibi uzun vadeli yat\u0131r\u0131mlar) verisi \u015fubatta \u00f6nceki a\u00e7\u0131klamaya g\u00f6re de\u011fi\u015fmedi ve y\u0131ll\u0131k bazda (y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re) %-5,7 seviyesinde kald\u0131.\n\nBu veri, FDI\u2019\u0131n ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine k\u0131yasla %5,7 darald\u0131\u011f\u0131n\u0131 ve \u015fubatta d\u00fc\u015f\u00fc\u015f h\u0131z\u0131nda de\u011fi\u015fim olmad\u0131\u011f\u0131n\u0131 g\u00f6steriyor.\n\n

Yabanc\u0131 Sermayede Kal\u0131c\u0131 Geri \u00c7ekilme<\/h3>\nS\u00fcregelen negatif do\u011frudan yabanc\u0131 yat\u0131r\u0131m verisi, \u00c7in ekonomisine y\u00f6nelik g\u00fcven eksikli\u011finin devam etti\u011fine i\u015faret ediyor. Y\u0131l ba\u015f\u0131ndan bu yana %-5,7 seviyesindeki bu de\u011fer, 2026\u2019n\u0131n ba\u015f\u0131nda zay\u0131f e\u011filimin tersine d\u00f6nmedi\u011fini do\u011fruluyor. T\u00fcrev ara\u00e7 (opsiyon, vadeli i\u015flem gibi) i\u015flemi yapanlar i\u00e7in bu durum, \u00c7in b\u00fcy\u00fcmesine ba\u011fl\u0131 varl\u0131klar a\u00e7\u0131s\u0131ndan d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc (ay\u0131 piyasas\u0131) beklentiyi g\u00fc\u00e7lendiriyor.\n\nSermaye hareketleri \u00fczerindeki bask\u0131 g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda, offshore yuan\u2019da (CNH: \u00c7in yuan\u0131n\u0131n \u00fclke d\u0131\u015f\u0131nda i\u015flem g\u00f6ren versiyonu) ilave zay\u0131flama beklenebilir. USD\/CNH paritesi (ABD dolar\u0131\/yuan kuru) 2025 sonundan bu yana %1,5\u2019in \u00fczerinde y\u00fckseldi ve son olarak 7,32 seviyesini a\u015ft\u0131. Kurun de\u011fer kayb\u0131n\u0131n s\u00fcrmesine kar\u015f\u0131 pozisyon almak i\u00e7in USD\/CNH\u2019de al\u0131m opsiyonu (call: kur y\u00fckselirse kazand\u0131ran opsiyon) tercih edilebilir veya CNH vadeli i\u015flemleri (futures: ileri tarihte belirli fiyattan al\u0131m-sat\u0131m s\u00f6zle\u015fmesi) sat\u0131labilir.\n\nBu hava, \u00f6zellikle uluslararas\u0131 yat\u0131r\u0131mc\u0131 a\u011f\u0131rl\u0131\u011f\u0131 y\u00fcksek olan \u00c7in hisselerini ve Hang Seng Endeksi\u2019ni (HSI: Hong Kong\u2019un \u00f6nde gelen hisse endeksi) bask\u0131layabilir. Ge\u00e7mi\u015fte benzer sermaye \u00e7\u0131k\u0131\u015f\u0131 kayg\u0131lar\u0131yla 2025\u2019te HSI\u2019\u0131n yakla\u015f\u0131k %14 geriledi\u011fi g\u00f6r\u00fclm\u00fc\u015ft\u00fc. HSI sat\u0131m opsiyonu (put: endeks d\u00fc\u015ferse kazand\u0131ran opsiyon) almak veya endeks vadeli i\u015flemleri satmak, s\u00fcren yat\u0131r\u0131mc\u0131 geri \u00e7ekilmesine kar\u015f\u0131 do\u011frudan korunma (hedge: riski dengeleme) sa\u011flar.\n\nBelirsizli\u011fin s\u00fcrmesi piyasa oynakl\u0131\u011f\u0131n\u0131 (volatilite: fiyatlar\u0131n dalgalanma \u015fiddeti) art\u0131rabilir. Hang Seng Volatilite Endeksi (VHSI: HSI i\u00e7in beklenen oynakl\u0131\u011f\u0131 g\u00f6steren endeks) yukar\u0131 y\u00f6nl\u00fc hareket ederek 22 civar\u0131nda; ge\u00e7en \u00e7eyrekte ortalama 19 seviyesindeydi. \u00d6n\u00fcm\u00fczdeki haftalarda artmas\u0131 beklenen piyasa tedirginli\u011finden faydalanmak i\u00e7in VHSI \u00fczerinde al\u0131m opsiyonu almak d\u00fc\u015f\u00fck maliyetli bir se\u00e7enek olabilir.\n\n

Emtialara Aktar\u0131m Kanal\u0131<\/h3>\nYat\u0131r\u0131mlardaki yava\u015flama \u00e7o\u011fu zaman sanayi faaliyetinde yava\u015flaman\u0131n \u00f6nc\u00fcs\u00fc olur; bu da k\u00fcresel emtia fiyatlar\u0131n\u0131 etkileyebilir. \u00c7in\u2019in bak\u0131r ithalat\u0131 2025\u2019in son \u00e7eyre\u011finde y\u0131ll\u0131k bazda %4 d\u00fc\u015f\u00fc\u015f g\u00f6stermi\u015fti. Bu nedenle zay\u0131flaman\u0131n s\u00fcrmesi beklenebilir ve bak\u0131r vadeli i\u015flemlerinde k\u0131sa pozisyon (short: fiyat d\u00fc\u015f\u00fc\u015f\u00fcnden kazan\u00e7 hedefleyen i\u015flem) de\u011ferlendirilebilir.\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":"

S\u00fcrpriz yok: \u00c7in\u2019de YTD FDI \u015fubatta da y\u0131ll\u0131k %-5,7\u2019de kald\u0131. G\u00fcven sorunu s\u00fcr\u00fcyor; CNH zay\u0131flayabilir, USD\/CNH 7,32 \u00fczeri. Hang Seng bask\u0131, volatilite ve bak\u0131rda d\u00fc\u015f\u00fc\u015f riski.<\/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-30836","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\/30836","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=30836"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/30836\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=30836"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=30836"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=30836"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}