{"id":31195,"date":"2026-03-26T05:07:00","date_gmt":"2026-03-26T05:07:00","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/yabancilarin-japon-hisselerine-yatirimi-martta-2-milyar-yene-iyileserek-onceki-donemdeki-1-7726-milyar-yenden-toparlandi\/"},"modified":"2026-03-26T05:07:00","modified_gmt":"2026-03-26T05:07:00","slug":"yabancilarin-japon-hisselerine-yatirimi-martta-2-milyar-yene-iyileserek-onceki-donemdeki-1-7726-milyar-yenden-toparlandi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/yabancilarin-japon-hisselerine-yatirimi-martta-2-milyar-yene-iyileserek-onceki-donemdeki-1-7726-milyar-yenden-toparlandi\/","title":{"rendered":"Yabanc\u0131lar\u0131n Japon hisselerine yat\u0131r\u0131m\u0131 Mart\u2019ta -2 milyar yen\u2019e iyile\u015ferek \u00f6nceki d\u00f6nemdeki -1.772,6 milyar yen\u2019den toparland\u0131"},"content":{"rendered":"Japon hisselerine yabanc\u0131 yat\u0131r\u0131m Mart 2020\u2019de \u00a5-2 milyar oldu. \u00d6nceki d\u00f6nemde \u00a5-1.772,6 milyar seviyesindeydi.\n\nVeriler, yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n **net sat\u0131\u015f\u0131n\u0131n** (al\u0131\u015f-sat\u0131\u015f fark\u0131; sat\u0131\u015flar al\u0131mlardan fazlaysa \u201cnet sat\u0131\u015f\u201d denir) belirgin bi\u00e7imde azald\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Para ak\u0131\u015f\u0131 (piyasaya giren\/\u00e7\u0131kan para) toplamda yine hafif negatif kald\u0131.\n\n

Yabanc\u0131 Sat\u0131\u015f\u0131 Neredeyse Durdu<\/h3>\nYabanc\u0131 yat\u0131r\u0131mc\u0131 davran\u0131\u015f\u0131nda belirgin bir de\u011fi\u015fim var; Japon hisselerindeki g\u00fc\u00e7l\u00fc sat\u0131\u015flar neredeyse durma noktas\u0131na geldi. Ak\u0131\u015f, 1,7 trilyon yenin \u00fczerindeki **net \u00e7\u0131k\u0131\u015ftan** (piyasadan para \u00e7\u0131kmas\u0131) neredeyse s\u0131f\u0131ra yakla\u015ft\u0131. Bu, piyasadaki sert sat\u0131\u015f bask\u0131s\u0131n\u0131n zay\u0131flad\u0131\u011f\u0131na i\u015faret ediyor. Bu \u00f6l\u00e7ekte bir yava\u015flama son bir y\u0131ldan uzun s\u00fcredir g\u00f6r\u00fclmemi\u015fti.\n\nBu de\u011fi\u015fim, Nikkei 225\u2019in y\u0131l\u0131n ba\u015f\u0131ndaki rekor seviyeleri g\u00f6rd\u00fckten sonra 39.500 civar\u0131na geri \u00e7ekilmesiyle geldi. Bu seviyede sat\u0131c\u0131lar\u0131n \u201cyorulmas\u0131\u201d, endekste olas\u0131 bir dip olu\u015fumuna i\u015faret edebilir. K\u0131sa vadede bu durumun piyasaya destek olabilece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz.\n\nDuyarl\u0131l\u0131ktaki (yat\u0131r\u0131mc\u0131lar\u0131n genel alg\u0131s\u0131) de\u011fi\u015fim, son ekonomik veriler ve merkez bankas\u0131 mesajlar\u0131yla da destekleniyor. Ge\u00e7en haftaki Japonya Merkez Bankas\u0131 (BoJ) toplant\u0131s\u0131, 2025 sonuna kadar g\u00f6r\u00fclen **politika normalle\u015fmesinin** (\u00e7ok gev\u015fek para politikas\u0131ndan daha \u201cnormal\u201d seviyelere d\u00f6n\u00fc\u015f; \u00f6rne\u011fin faiz art\u0131r\u0131m\u0131 gibi) ard\u0131ndan bir **duraklama** sinyali verdi. Bu da **agresif s\u0131k\u0131la\u015fma d\u00f6ng\u00fcs\u00fc** (faizlerin h\u0131zl\u0131 ve art arda art\u0131r\u0131ld\u0131\u011f\u0131 d\u00f6nem) endi\u015felerini azaltt\u0131. \u015eubat ay\u0131nda **\u00e7ekirdek enflasyonun** (g\u0131da ve enerji gibi oynak kalemler hari\u00e7 enflasyon) %2,1\u2019de sabit kalmas\u0131yla yat\u0131r\u0131mc\u0131lar Japon hisselerinden uzakla\u015fmak i\u00e7in daha az neden g\u00f6r\u00fcyor.\n\n2025\u2019in d\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011finde \u00e7\u0131k\u0131\u015flar\u0131n ana nedeni, h\u0131zl\u0131 faiz art\u0131\u015flar\u0131n\u0131n \u015firket k\u00e2rlar\u0131n\u0131 bask\u0131layaca\u011f\u0131 korkusuydu. Yeni veriler, bu endi\u015felerin b\u00fcy\u00fck \u00f6l\u00e7\u00fcde fiyatlara yans\u0131d\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Panik azald\u0131; bu da i\u015flem yapmak i\u00e7in daha sakin bir ortam yarat\u0131yor.\n\n**T\u00fcrev \u00fcr\u00fcn** (de\u011feri ba\u015fka bir varl\u0131\u011fa ba\u011fl\u0131 s\u00f6zle\u015fme; opsiyon gibi) i\u015flemi yapanlar i\u00e7in bu, d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc ya da n\u00f6tr duru\u015ftan temkinli bi\u00e7imde y\u00fckseli\u015f y\u00f6n\u00fcne ge\u00e7meyi g\u00fcndeme getirebilir. Olas\u0131 toparlanmadan yararlanmak i\u00e7in Nisan vadeli Nikkei 225 **al\u0131m opsiyonu (call)** (belirli fiyattan alma hakk\u0131) almak veya **paran\u0131n d\u0131\u015f\u0131nda** (kullan\u0131m fiyat\u0131 mevcut fiyattan daha uzak; ger\u00e7ekle\u015fme ihtimali daha d\u00fc\u015f\u00fck) **sat\u0131m opsiyonu (put) spread\u2019i** (riskin s\u0131n\u0131rl\u0131 oldu\u011fu \u00e7oklu opsiyon pozisyonu) satmak de\u011ferlendirilebilir. Sat\u0131\u015f\u0131n keskin bi\u00e7imde azalmas\u0131, ikinci \u00e7eyre\u011fe girerken piyasay\u0131 zorlayan \u00f6nemli bir r\u00fczg\u00e2r\u0131 azalt\u0131yor.\n\n

2. \u00c7eyrek \u0130\u015flemlerine Etkiler<\/h3>\nAyr\u0131ca piyasa oynakl\u0131\u011f\u0131n\u0131n (fiyat dalgalanmas\u0131) sat\u0131\u015f dalgas\u0131nda g\u00f6r\u00fclen y\u00fcksek seviyelerden gerilemesi olas\u0131. Nikkei Oynakl\u0131k Endeksi (piyasan\u0131n beklenen dalgalanmas\u0131n\u0131 g\u00f6steren \u00f6l\u00e7\u00fcm) yak\u0131n zamanda 20\u2019nin \u00fczerindeydi; \u015fimdi d\u00fc\u015f\u00fc\u015f i\u015faretleri veriyor. Bu durum, oynakl\u0131k d\u00fc\u015f\u00fc\u015f\u00fcnden faydalanan stratejileri, \u00f6rne\u011fin **straddle satmay\u0131** (ayn\u0131 kullan\u0131m fiyatl\u0131 al\u0131m ve sat\u0131m opsiyonunu birlikte satmak; fiyat\u0131n dar bantta kalmas\u0131na oynayan strateji) daha cazip hale getirebilir.\n\nBu de\u011fi\u015fimin d\u00f6viz piyasas\u0131, \u00f6zellikle yen i\u00e7in de etkisi var. Japon hisselerinde daha az yabanc\u0131 sat\u0131\u015f, yabanc\u0131 para birimine \u00e7evirmek i\u00e7in daha az yen sat\u0131lmas\u0131 anlam\u0131na gelir; bu da JPY\u2019ye (Japon yeni) destek verebilir. USD\/JPY paritesi 155 civar\u0131ndaki son zirvelerinden geri \u00e7ekilebilir; bu da yenin g\u00fc\u00e7lenmesine oynayan opsiyonlar\u0131 uygulanabilir bir strateji haline getirebilir.\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":"

\u015eok veri: Yabanc\u0131lar\u0131n Japon hisselerinde net sat\u0131\u015f\u0131 Mart 2020\u2019de \u00a5-2 milyara indi; \u00f6nceki d\u00f6nem \u00a5-1.772,6 milyard\u0131. Sat\u0131\u015f bask\u0131s\u0131 zay\u0131fl\u0131yor, dip sinyali art\u0131yor; yen ve oynakl\u0131k \u00fczerinde etkiler.<\/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-31195","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\/31195","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=31195"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/31195\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=31195"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=31195"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=31195"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}