{"id":43774,"date":"2026-04-01T07:52:21","date_gmt":"2026-04-01T07:52:21","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/endonezyanin-subat-ayi-ithalati-%1085-artti-%112lik-beklentinin-altinda-kaldi\/"},"modified":"2026-04-01T07:52:21","modified_gmt":"2026-04-01T07:52:21","slug":"endonezyanin-subat-ayi-ithalati-%1085-artti-%112lik-beklentinin-altinda-kaldi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/endonezyanin-subat-ayi-ithalati-%1085-artti-%112lik-beklentinin-altinda-kaldi\/","title":{"rendered":"Endonezya\u2019n\u0131n \u015fubat ay\u0131 ithalat\u0131 %10,85 artt\u0131; %11,2\u2019lik beklentinin alt\u0131nda kald\u0131"},"content":{"rendered":"Endonezya\u2019n\u0131n ithalat\u0131 \u015fubatta %10,85 artt\u0131. Beklenti %11,2 seviyesindeydi.\n\nA\u00e7\u0131klanan veri, tahminin 0,35 y\u00fczde puan alt\u0131nda kald\u0131. Bu g\u00fcncelleme, ger\u00e7ekle\u015fen sonu\u00e7lar\u0131 piyasa beklentisiyle kar\u015f\u0131la\u015ft\u0131r\u0131yor.\n\n\u015eubat ithalat art\u0131\u015f\u0131 %10,85 ile izledi\u011fimiz %11,2 seviyesinin alt\u0131nda geldi. Bu durum, Endonezya\u2019da i\u00e7 talebin (\u00fclke i\u00e7i t\u00fcketim ve yat\u0131r\u0131m i\u015ftah\u0131n\u0131n) beklenenden daha zay\u0131f oldu\u011funa i\u015faret ediyor; ekonomide yava\u015flama g\u00f6r\u00fclebilir. Bu tablo, yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131n\u0131 Endonezya Rupisi\u2019ne (IDR) \u00e7eviriyor; \u00e7\u00fcnk\u00fc ithalat talebinin d\u00fc\u015f\u00fck olmas\u0131, \u015firketlerin ABD dolar\u0131 (USD) talebini azalt\u0131r.\n\nK\u0131sa vadede USD\/IDR paritesinde (dolar\/rupi kuru) a\u015fa\u011f\u0131 y\u00f6n\u00fcn daha bask\u0131n olabilece\u011fini ve 15.500 seviyesinin test edilebilece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. Martta enflasyonun %2,9 ile istikrarl\u0131 oldu\u011fu belirtilirken, Endonezya Merkez Bankas\u0131\u2019n\u0131n (Bank Indonesia) daha \u201cg\u00fcvercin\u201d (faiz art\u0131rmaya mesafeli, gerekti\u011finde faiz indirimine a\u00e7\u0131k) bir \u00e7izgi izlemesi i\u00e7in alan\u0131 art\u0131yor; bu da dolar\u0131n rupi kar\u015f\u0131s\u0131nda zay\u0131flamas\u0131na neden olabilir. T\u00fcrev \u00fcr\u00fcn (de\u011feri kur gibi bir varl\u0131\u011fa ba\u011fl\u0131 s\u00f6zle\u015fmeler) yat\u0131r\u0131mc\u0131lar\u0131, USD\/IDR\u2019de sat\u0131m opsiyonu (put: belirli fiyattan satma hakk\u0131) almay\u0131 veya k\u0131sa vadeli d\u00f6viz forward\u2019\u0131 (ileri tarihli kurdan al\u0131m-sat\u0131m anla\u015fmas\u0131) ile k\u0131sa pozisyon (d\u00fc\u015f\u00fc\u015f beklentisiyle pozisyon) kurmay\u0131 de\u011ferlendirebilir.\n\nZay\u0131f veri, faiz t\u00fcrevleri (faize ba\u011fl\u0131 s\u00f6zle\u015fmeler) taraf\u0131nda da fiyatlamay\u0131 etkiliyor; piyasa, Bank Indonesia\u2019n\u0131n y\u0131l\u0131n ilerleyen d\u00f6neminde faiz indirimi yapma olas\u0131l\u0131\u011f\u0131n\u0131 daha y\u00fcksek fiyatlamaya ba\u015flayabilir. Bu e\u011filim, devlet tahvili getirilerinde (tahvil faizi) de g\u00f6r\u00fcl\u00fcyor: 10 y\u0131ll\u0131k tahvil faizi ge\u00e7en hafta 15 baz puan (1 baz puan = %0,01) d\u00fc\u015ferek %6,55\u2019e indi. Ekonomide so\u011fuma genellikle hisse piyasas\u0131 i\u00e7in olumsuzdur; bu nedenle IDX Composite endeksi vadeli i\u015flemlerinde (futures: belirli tarihte belirli fiyattan i\u015flem yapma s\u00f6zle\u015fmesi) uzun pozisyonlarda (y\u00fckseli\u015f beklentisiyle pozisyon) temkinli oluruz.\n

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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 ithalat verisi: Endonezya\u2019da \u015fubat ithalat\u0131 %10,85\u2019te kald\u0131, beklenti %11,2. \u0130\u00e7 talepte zay\u0131flama sinyali IDR\u2019yi destekleyebilir; USD\/IDR\u2019de 15.500 testi, g\u00fcvercin Bank Indonesia ihtimali g\u00fc\u00e7leniyor.<\/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-43774","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\/43774","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=43774"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/43774\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=43774"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=43774"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=43774"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}