{"id":43803,"date":"2026-04-02T04:57:22","date_gmt":"2026-04-02T04:57:22","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/dbs-ekonomisti-chua-dayanikli-malezya-makroekonomik-kosullari-ve-sermaye-girislerinin-yilbasindan-bu-yana-ringgit-ve-hisse-senetlerini-destekledigini-soyluyor\/"},"modified":"2026-04-02T04:57:22","modified_gmt":"2026-04-02T04:57:22","slug":"dbs-ekonomisti-chua-dayanikli-malezya-makroekonomik-kosullari-ve-sermaye-girislerinin-yilbasindan-bu-yana-ringgit-ve-hisse-senetlerini-destekledigini-soyluyor","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/dbs-ekonomisti-chua-dayanikli-malezya-makroekonomik-kosullari-ve-sermaye-girislerinin-yilbasindan-bu-yana-ringgit-ve-hisse-senetlerini-destekledigini-soyluyor\/","title":{"rendered":"DBS ekonomisti Chua, dayan\u0131kl\u0131 Malezya makroekonomik ko\u015fullar\u0131 ve sermaye giri\u015flerinin y\u0131lba\u015f\u0131ndan bu yana ringgit ve hisse senetlerini destekledi\u011fini s\u00f6yl\u00fcyor"},"content":{"rendered":"Malezya finans piyasalar\u0131 y\u0131l ba\u015f\u0131ndan bu yana sakin seyretti; ringgit %0,3 de\u011fer kazan\u0131rken, g\u00f6sterge hisse endeksi %0,6 y\u00fckseldi. Bu g\u00f6r\u00fcn\u00fcm, s\u00fcren k\u00fcresel belirsizlik ve Orta Do\u011fu gerilimine ra\u011fmen g\u00fc\u00e7l\u00fc makroekonomik ko\u015fullar ve sermaye giri\u015fleriyle (yurt d\u0131\u015f\u0131ndan \u00fclkeye para giri\u015fi) ili\u015fkilendiriliyor.\n\nBank Negara Malaysia (BNM \u2013 Malezya Merkez Bankas\u0131) 31 Mart\u2019ta g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc g\u00fcncelledi ve 2026 i\u00e7in GSYH (gayrisafi yurt i\u00e7i has\u0131la, yani ekonominin toplam \u00fcretimi) b\u00fcy\u00fcmesini %4,0\u2013%5,0 aral\u0131\u011f\u0131nda \u00f6ng\u00f6rd\u00fc.\n\n

Enflasyon ve Politika G\u00f6r\u00fcn\u00fcm\u00fc<\/h3>\nBNM, 2026\u2019da ortalama man\u015fet enflasyonun (t\u00fcm ana kalemleri i\u00e7eren genel enflasyon) %1,5\u2013%2,5 olaca\u011f\u0131n\u0131 tahmin etti. Bu, B\u00fct\u00e7e 2026\u2019daki %1,3\u2013%2,0 aral\u0131\u011f\u0131 ve DBS\u2019nin %2,0 tahminiyle k\u0131yaslan\u0131yor; beklenti, d\u0131\u015f ve i\u00e7 kaynakl\u0131 fiyat bask\u0131lar\u0131n\u0131n (maliyet ve talep y\u00f6nl\u00fc art\u0131\u015flar\u0131n) s\u0131n\u0131rl\u0131 kalaca\u011f\u0131 y\u00f6n\u00fcnde.\n\n2026\u2019da para politikas\u0131n\u0131n \u201cbekle-g\u00f6r\u201d konumunda kalmas\u0131 (faizde de\u011fi\u015fikli\u011fe gidilmemesi) bekleniyor; bu durum tahvil faizlerini (devletin bor\u00e7lanma faizi) dengede tutabilir. G\u00fcncellemede, Malezya\u2019n\u0131n jeopolitik belirsizlikle kar\u015f\u0131 kar\u015f\u0131ya oldu\u011fu, ancak g\u00fc\u00e7l\u00fc bir ba\u015flang\u0131\u00e7 konumunu korudu\u011fu belirtildi.\n\nG\u00fc\u00e7l\u00fc makro zemin, \u00f6n\u00fcm\u00fczdeki haftalarda Malezya ringgitinin ABD dolar\u0131 kar\u015f\u0131s\u0131nda istikrarl\u0131 kalaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnd\u00fcr\u00fcyor. B\u00fcy\u00fcme %4,0\u2013%5,0 aral\u0131\u011f\u0131nda beklenirken enflasyon da kontrol alt\u0131nda oldu\u011fundan, b\u00fcy\u00fck bir kur \u015foku \u00f6ng\u00f6rm\u00fcyoruz. Bu, USD\/MYR paritesinde (ABD dolar\u0131\/Malezya ringgiti d\u00f6viz \u00e7ifti) d\u00fc\u015f\u00fck oynakl\u0131\u011fa (fiyat\u0131n sert dalgalanmamas\u0131) i\u015faret ediyor.\n\nSon bir ayda USD\/MYR\u2019nin 4,68\u20134,72 gibi dar bir bantta i\u015flem g\u00f6rmesi bu beklentiyi destekliyor. Bu istikrar ortam\u0131nda yat\u0131r\u0131mc\u0131lar, d\u00fc\u015f\u00fck oynakl\u0131ktan gelir hedefleyen yakla\u015f\u0131mlar\u0131 de\u011ferlendirebilir; \u00f6rne\u011fin d\u00f6viz \u00e7ifti \u00fczerinde \u201cparan\u0131n d\u0131\u015f\u0131nda\u201d (\u015fu anki fiyattan uzak, ger\u00e7ekle\u015fme ihtimali daha d\u00fc\u015f\u00fck) opsiyon sat\u0131p prim (opsiyon sat\u0131c\u0131s\u0131n\u0131n ald\u0131\u011f\u0131 \u00fccret) toplamak 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":"

S\u00fcrpriz sakinlik: Malezya\u2019da ringgit y\u0131l ba\u015f\u0131ndan bu yana %0,3, endeks %0,6 y\u00fckseldi. BNM 2026 b\u00fcy\u00fcmesini %4\u2013%5, enflasyonu %1,5\u2013%2,5 g\u00f6r\u00fcyor; bekle-g\u00f6r, USD\/MYR\u2019de d\u00fc\u015f\u00fck oynakl\u0131k.<\/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-43803","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\/43803","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=43803"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/43803\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=43803"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=43803"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=43803"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}