{"id":44002,"date":"2026-04-06T21:21:37","date_gmt":"2026-04-06T21:21:37","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/mufgden-lloyd-chan-hurmuz-bogazindaki-aksamalar-enflasyonu-korukleyip-buyumeye-zarar-verebilir-krw-php-ve-thbyi-zayiflatabilir\/"},"modified":"2026-04-06T21:21:37","modified_gmt":"2026-04-06T21:21:37","slug":"mufgden-lloyd-chan-hurmuz-bogazindaki-aksamalar-enflasyonu-korukleyip-buyumeye-zarar-verebilir-krw-php-ve-thbyi-zayiflatabilir","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/mufgden-lloyd-chan-hurmuz-bogazindaki-aksamalar-enflasyonu-korukleyip-buyumeye-zarar-verebilir-krw-php-ve-thbyi-zayiflatabilir\/","title":{"rendered":"MUFG\u2019den Lloyd Chan: H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki aksamalar enflasyonu k\u00f6r\u00fckleyip b\u00fcy\u00fcmeye zarar verebilir; KRW, PHP ve THB\u2019yi zay\u0131flatabilir"},"content":{"rendered":"Asya, H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00fczerinden olas\u0131 bir enerji arz kesintisine a\u00e7\u0131k. Uzun s\u00fcren bir kesinti; enflasyonu (fiyat art\u0131\u015flar\u0131n\u0131) y\u00fckseltebilir, cari dengeyi (\u00fclkenin d\u0131\u015f ticaret ve gelir-gider dengesini) bozabilir ve b\u00f6lge genelinde b\u00fcy\u00fcmeyi d\u00fc\u015f\u00fcrebilir.\n\nBu senaryoda KRW, PHP ve THB daha k\u0131r\u0131lgan g\u00f6r\u00fcl\u00fcyor. Risk, enerji maliyetlerindeki art\u0131\u015f\u0131n fiyatlara ve d\u0131\u015f dengeye h\u0131zl\u0131 yans\u0131mas\u0131na ba\u011fl\u0131.\n\n<h3>\u00c7in Daha Dayan\u0131kl\u0131 G\u00f6r\u00fcl\u00fcyor<\/h3>\nCNY\u2019nin daha korunakl\u0131 oldu\u011fu ve daha dayan\u0131kl\u0131 kalmas\u0131n\u0131n beklendi\u011fi belirtiliyor. Gerek\u00e7eler aras\u0131nda daha y\u00fcksek enerji kendine yeterlili\u011fi ve b\u00fcy\u00fck stratejik rezervler \u00f6ne \u00e7\u0131k\u0131yor (stratejik rezerv: acil durumlar i\u00e7in depolanan petrol\/enerji stoklar\u0131).\n\nMYR, CNY ile genellikle ayn\u0131 y\u00f6nde hareket etti\u011fi i\u00e7in bir miktar destek bulabilir. Rapora g\u00f6re MYR, g\u00fc\u00e7l\u00fc i\u00e7 dinamiklerden (ekonominin i\u00e7eriden gelen sa\u011flam g\u00f6stergeleri: b\u00fcy\u00fcme, b\u00fct\u00e7e disiplini, bankac\u0131l\u0131k yap\u0131s\u0131 gibi) de faydalan\u0131yor.\n\n<h3>D\u00f6viz Pozisyonlama ve Korunma Fikirleri<\/h3>\nBu ortam, \u00f6n\u00fcm\u00fczdeki haftalarda G\u00fcney Kore wonu, Filipin pesosu ve Tayland baht\u0131n\u0131 k\u0131r\u0131lgan g\u00f6steriyor. G\u00fcney Kore \u00f6rne\u011finde, enerji ihtiyac\u0131n\u0131n %90\u2019dan fazlas\u0131 ithalatla kar\u015f\u0131land\u0131\u011f\u0131 i\u00e7in won \u00fczerinde belirgin a\u015fa\u011f\u0131 y\u00f6nl\u00fc risk olu\u015fuyor. T\u00fcrev \u00fcr\u00fcn i\u015flemi yapanlar, ani bir petrol \u015fokuna kar\u015f\u0131 korunmak i\u00e7in bu para birimlerinden olu\u015fan bir sepette put opsiyonu (put: belirli bir tarihe kadar belirli fiyattan satma hakk\u0131 veren opsiyon) almay\u0131 d\u00fc\u015f\u00fcnebilir.\n\nBuna kar\u015f\u0131l\u0131k \u00c7in yuan\u0131 bu senaryoya kar\u015f\u0131 g\u00f6rece daha korunakl\u0131. \u00c7in\u2019in net ithalat\u0131n\u0131n 90 g\u00fcnden fazlas\u0131n\u0131 kar\u015f\u0131layabildi\u011fi tahmin edilen stratejik petrol rezervleri, k\u0131sa vadeli arz kesintilerine kar\u015f\u0131 g\u00fc\u00e7l\u00fc bir tampon (\u015fok emici stok) sa\u011fl\u0131yor. Bu da yuan\u0131n b\u00f6lgedeki benzerlerine g\u00f6re daha istikrarl\u0131 kalmas\u0131na yard\u0131mc\u0131 olabilir.\n\nBu dayan\u0131kl\u0131l\u0131k, yuanla yak\u0131n hareket eden Malezya ringgitine de destek verebilir. Malezya ayn\u0131 zamanda net petrol ve gaz ihracat\u00e7\u0131s\u0131; yani enerji fiyatlar\u0131n\u0131n y\u00fckselmesi, \u00fclkenin d\u00f6viz gelirini ve d\u0131\u015f ticaret dengesini (ihracat-ithalat fark\u0131n\u0131) destekleyebilir. Ringgitte uzun (de\u011fer art\u0131\u015f\u0131 beklentisiyle al\u0131m), Tayland baht\u0131nda k\u0131sa (de\u011fer kayb\u0131 beklentisiyle sat\u0131\u015f) y\u00f6n alan bir \u201cpair trade\u201d (ikili pozisyon: iki varl\u0131kta z\u0131t y\u00f6nl\u00fc i\u015flem) bu ayr\u0131\u015fmadan yararlanmak i\u00e7in kullan\u0131labilecek bir strateji olabilir.\n<p>\n\n<p><strong>Hemen i\u015flem yapmaya ba\u015flay\u0131n &#8211; Ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in <a href=\"https:\/\/www.vtmarkets.com\/tr\/trade-now\/\">buraya<\/a> t\u0131klay\u0131n <\/strong> <\/p>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>H\u00fcrm\u00fcz kaynakl\u0131 uzun enerji kesintisi Asya\u2019da enflasyon ve cari a\u00e7\u0131\u011f\u0131 art\u0131r\u0131p b\u00fcy\u00fcmeyi bask\u0131layabilir. KRW-PHP-THB k\u0131r\u0131lgan, CNY rezervlerle dayan\u0131kl\u0131. MYR destekli; MYR long\/THB short \u00f6neriliyor.<\/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-44002","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\/44002","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=44002"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44002\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44002"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44002"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44002"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}