Asya para birimleri, Orta Do\u011fu\u2019da iki haftal\u0131k ate\u015fkesin (\u00e7at\u0131\u015fmalar\u0131 ge\u00e7ici durdurma anla\u015fmas\u0131) hen\u00fcz bir g\u00fcn bile dolmadan yeniden gerilim yaratmas\u0131na ra\u011fmen, zay\u0131flayan ABD Dolar\u0131 ile birlikte yatay seyrini korudu.<\/p>\n
Piyasa alg\u0131s\u0131 (yat\u0131r\u0131mc\u0131lar\u0131n genel ruh hali) g\u00f6rece olumlu kald\u0131; ate\u015fkesin ilk i\u015faretlerde zorlanmas\u0131na ra\u011fmen Asya d\u00f6viz kurlar\u0131 \u015fimdilik dayan\u0131kl\u0131.<\/p>\n
H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndan ge\u00e7en fiziki petrol ak\u0131\u015f\u0131 h\u00e2l\u00e2 s\u0131n\u0131rl\u0131. Bo\u011fazdan \u00e7\u0131kan gemi say\u0131s\u0131 artarken, \u0130ran\u2019dan al\u0131nan ge\u00e7i\u015f \u00fccretleri, Umman rotas\u0131 ve diplomatik g\u00f6r\u00fc\u015fmeler bu iyile\u015fmeyi destekledi.<\/p>\n
Buna ra\u011fmen toplam trafik d\u00fc\u015f\u00fck kalmay\u0131 s\u00fcrd\u00fcr\u00fcyor ve H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda hareketin oda\u011f\u0131 h\u00e2l\u00e2 giri\u015ften \u00e7ok \u00e7\u0131k\u0131\u015f yapan gemiler ve petrol tankerleri.<\/p>\n
Not, risk kar\u015f\u0131s\u0131nda temkinli duru\u015f \u00f6neriyor ve daha k\u0131r\u0131lgan g\u00f6r\u00fclen Asya geli\u015fen piyasa para birimlerindeki pozisyonlar\u0131n (kur hareketine maruz kalman\u0131n) korunmas\u0131n\u0131 tavsiye ediyor; INR (Hindistan rupisi), PHP (Filipin pezosu), THB (Tayland baht\u0131) ve KRW (G\u00fcney Kore wonu) \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
Buna g\u00f6re, t\u00fcrev \u00fcr\u00fcnlerle i\u015flem yapanlar\u0131n (vadeli s\u00f6zle\u015fme ve opsiyon gibi \u00fcr\u00fcnlerle i\u015flem yapanlar) \u00f6n\u00fcm\u00fczdeki haftalar i\u00e7in THB veya INR gibi k\u0131r\u0131lgan para birimlerinde \u201cput opsiyonu\u201d (belirli bir tarihe kadar belirli fiyattan satma hakk\u0131 veren, kur d\u00fc\u015f\u00fc\u015f\u00fcne kar\u015f\u0131 sigorta i\u015flevi g\u00f6ren opsiyon) almay\u0131 de\u011ferlendirmesi gerekiyor. Bu, ate\u015fkesin bozulmas\u0131 ve petrol endi\u015feleriyle h\u0131zl\u0131 bir \u201cg\u00fcvene ka\u00e7\u0131\u015f\u201d (riskli varl\u0131klardan \u00e7\u0131k\u0131p dolara, tahvile y\u00f6nelme) ya\u015fanmas\u0131 halinde, g\u00f6rece d\u00fc\u015f\u00fck maliyetle a\u015fa\u011f\u0131 y\u00f6nl\u00fc koruma sa\u011flar.<\/p>\n
Forex opsiyonlar\u0131nda mevcut \u201cz\u0131mni oynakl\u0131\u011f\u0131n\u201d (opsiyon fiyatlar\u0131na yans\u0131yan, piyasan\u0131n bekledi\u011fi kur dalgalanmas\u0131) d\u00fc\u015f\u00fck olmas\u0131, bu t\u00fcr korumalar\u0131 b\u00fcy\u00fck bir kriz ortam\u0131na k\u0131yasla daha ucuz hale getiriyor. Bu nedenle, y\u00fckseli\u015fi kovalamak yerine mevcut g\u00fc\u00e7lenmeyi korunma ama\u00e7l\u0131 de\u011ferlendirmek daha uygun g\u00f6r\u00fcl\u00fcyor.<\/p>\n
Canl\u0131 VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturun<\/a>\u00a0ve\u00a0hemen i\u015flem yapmaya ba\u015flay\u0131n<\/a>. <\/b><\/p>\n","protected":false},"excerpt":{"rendered":" Ate\u015fkes \u00e7at\u0131rdasa da Asya d\u00f6vizleri, zay\u0131flayan dolar deste\u011fiyle yatay ve dayan\u0131kl\u0131. H\u00fcrm\u00fcz trafi\u011fi d\u00fc\u015f\u00fck. Not: INR, THB, PHP, KRW k\u0131r\u0131lgan; d\u00fc\u015f\u00fck z\u0131mni oynakl\u0131kla put opsiyonlar\u0131yla hedge \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-44276","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\/44276","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=44276"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44276\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44276"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44276"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44276"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}