Asya borsalar\u0131, Wall Street\u2019teki y\u00fckseli\u015fin ard\u0131ndan art\u0131da seyretti. ABD\u2013\u0130ran ate\u015fkesinin ard\u0131ndan petrol fiyatlar\u0131n\u0131n gerilemesi piyasalar\u0131 destekledi. Japonya\u2019da Nikkei 225 endeksi %1,85 y\u00fckseli\u015fle 56.900 civar\u0131na \u00e7\u0131kt\u0131. Hong Kong\u2019da Hang Seng Endeksi %0,64 art\u0131\u015fla 25.900 civar\u0131nda seyretti. \u00c7in\u2019de SSE Composite %0,77 y\u00fckseli\u015fle 4.000 civar\u0131na \u00e7\u0131kt\u0131. G\u00fcney Kore\u2019de Kospi %1,55 art\u0131\u015fla 5.870 civar\u0131na y\u00fckseldi.<\/p>\n
Piyasalar, ate\u015fkesin ne kadar s\u00fcrece\u011fine dair belirsizlik nedeniyle temkinli kald\u0131. Bu hafta sonu \u0130slamabad\u2019da yap\u0131lmas\u0131 beklenen ABD\u2013\u0130ran g\u00f6r\u00fc\u015fmeleri h\u00e2l\u00e2 netle\u015fmedi; Cuma g\u00fcn\u00fc heyetlerin geldi\u011fine dair resm\u00ee bir do\u011frulama yap\u0131lmad\u0131.<\/p>\n
\u0130srail, L\u00fcbnan\u2019la do\u011frudan m\u00fczakere planlar\u0131na ra\u011fmen Hizbullah\u2019a y\u00f6nelik sald\u0131r\u0131lar\u0131n\u0131 s\u00fcrd\u00fcrd\u00fc. ABD Ba\u015fkan\u0131 Donald Trump, anla\u015fmaya \u201ctam uyum\u201d sa\u011flanana kadar ABD g\u00fc\u00e7lerinin \u0130ran \u00e7evresinde konu\u015flu kalaca\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n
Japonya\u2019da, Japonya Merkez Bankas\u0131\u2019n\u0131n (Bank of Japan) Nisan ay\u0131nda faiz art\u0131rabilece\u011fi beklentisi g\u00fc\u00e7lendi. (Faiz art\u0131r\u0131m\u0131, kredi maliyetini y\u00fckseltir; genelde para birimini destekler ve hisse piyasas\u0131 \u00fczerinde bask\u0131 yaratabilir.) Cuma g\u00fcn\u00fc 10 y\u0131ll\u0131k devlet tahvili faizi %2,4 civar\u0131ndayd\u0131; bu seviye 1998\u2019den bu yana en y\u00fcksek seviyelere yak\u0131nd\u0131. (Tahvil faizi, devletin bor\u00e7lanma maliyeti demektir.)<\/p>\n
\u00c7in\u2019de Mart ay\u0131nda T\u00dcFE (CPI: t\u00fcketici fiyat endeksi, yani enflasyon) y\u0131ll\u0131k bazda %1 artt\u0131; \u015eubat\u2019taki %1,3\u2019\u00fcn alt\u0131na indi ve %1,2\u2019lik piyasa beklentisinin alt\u0131nda kald\u0131. T\u00dcFE ayl\u0131k bazda ise \u00f6nceki ayki %1,0 art\u0131\u015f\u0131n ard\u0131ndan %0,7 geriledi. \u00dcFE (PPI: \u00fcretici fiyat endeksi, fabrika \u00e7\u0131k\u0131\u015f fiyatlar\u0131) y\u0131ll\u0131k bazda %0,5 artt\u0131; %0,9\u2019luk d\u00fc\u015f\u00fc\u015ften toparland\u0131 ve Eyl\u00fcl 2022\u2019den bu yana ilk art\u0131\u015f\u0131n\u0131 kaydetti.<\/p>\n
Petrol fiyatlar\u0131ndaki sert d\u00fc\u015f\u00fc\u015f ana etken olsa da bu d\u00fc\u015f\u00fc\u015f\u00fcn kal\u0131c\u0131 olup olmayaca\u011f\u0131 belirsiz. Ge\u00e7mi\u015fte K\u0131z\u0131ldeniz\u2019deki sevkiyat aksamalar\u0131 s\u0131ras\u0131nda (2023 sonu ve 2024 ba\u015f\u0131) benzer sert fiyat dalgalanmalar\u0131 g\u00f6r\u00fclm\u00fc\u015ft\u00fc. Enerji taraf\u0131nda oynakl\u0131\u011f\u0131n (volatilite: fiyatlar\u0131n h\u0131zl\u0131 ve geni\u015f aral\u0131kta hareket etmesi) y\u00fcksek kalmas\u0131 bekleniyor. Bu ortamda petrol ETF\u2019leri \u00fczerinde \u201cstraddle\u201d gibi opsiyon stratejileri \u00f6ne \u00e7\u0131kabilir. (ETF: borsada i\u015flem g\u00f6ren fon. Opsiyon: belirli fiyattan alma\/satma hakk\u0131 veren s\u00f6zle\u015fme. Straddle: ayn\u0131 vadede ayn\u0131 fiyattan hem al\u0131m hem sat\u0131m opsiyonu almak; fiyat iki y\u00f6nden birine sert giderse kazan\u00e7 hedefler.)<\/p>\n
Japonya Merkez Bankas\u0131\u2019n\u0131n faiz art\u0131r\u0131m\u0131 ihtimali \u00f6nemli. Mart 2024\u2019te negatife yak\u0131n faiz d\u00f6neminin kapanmas\u0131na benzer \u015fekilde, b\u00f6yle bir ad\u0131m\u0131n yeni g\u00fc\u00e7lenen yen temas\u0131n\u0131 \u00f6ne \u00e7\u0131karabilece\u011fi d\u00fc\u015f\u00fcn\u00fcl\u00fcyor. Yenin g\u00fc\u00e7lenmesine y\u00f6nelik i\u015flem arayanlar, dolar kar\u015f\u0131s\u0131nda d\u00f6viz vadeli i\u015flem s\u00f6zle\u015fmeleri veya al\u0131m opsiyonlar\u0131n\u0131 de\u011ferlendirebilir. (Vadeli i\u015flem: ileri tarihte belirli fiyattan al\u0131m-sat\u0131m s\u00f6zle\u015fmesi. Al\u0131m opsiyonu\/call: fiyat y\u00fckseli\u015finden faydalanmay\u0131 hedefler.)<\/p>\n
\u00c7in\u2019de Mart verilerinde t\u00fcketici fiyatlar\u0131 zay\u0131f kal\u0131rken \u00fcretici fiyatlar\u0131n\u0131n artmas\u0131, toparlanman\u0131n dengeli olmad\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Bu t\u00fcr tutars\u0131z b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fc 2023 ve 2024 boyunca s\u0131k g\u00f6r\u00fclm\u00fc\u015f ve zaman zaman piyasada hayal k\u0131r\u0131kl\u0131\u011f\u0131na yol a\u00e7m\u0131\u015ft\u0131. Bu nedenle \u00c7in hisselerindeki y\u00fckseli\u015flerin k\u0131sa s\u00fcrme ihtimali bulunuyor; \u00c7in odakl\u0131 ETF\u2019lerde sat\u0131m opsiyonlar\u0131yla korunma veya d\u00fc\u015f\u00fc\u015f beklentisi g\u00fcndeme gelebilir. (Sat\u0131m opsiyonu\/put: fiyat d\u00fc\u015f\u00fc\u015f\u00fcnden faydalanmay\u0131 veya portf\u00f6y\u00fc d\u00fc\u015f\u00fc\u015fe kar\u015f\u0131 sigortalamay\u0131 hedefler.)<\/p>\n
Canl\u0131 VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturun<\/a> ve hemen i\u015flem yapmaya ba\u015flay\u0131n<\/a>. <\/b><\/p>\n","protected":false},"excerpt":{"rendered":" Asya borsalar\u0131 Wall Street r\u00fczg\u00e2r\u0131yla y\u00fckseldi; ate\u015fkes sonras\u0131 petrol d\u00fc\u015f\u00fc\u015f\u00fc destek verdi. Ancak jeopolitik belirsizlik s\u00fcr\u00fcyor. BoJ faiz art\u0131\u015f\u0131 beklentisi, \u00c7in enflasyon verileri ve opsiyon stratejileri izleniyor.<\/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-44319","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\/44319","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=44319"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44319\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44319"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44319"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44319"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}