Hindistan rupisi, piyasalar\u0131n tatil olmas\u0131n\u0131n ard\u0131ndan \u00e7ar\u015famba g\u00fcn\u00fc ABD dolar\u0131 kar\u015f\u0131s\u0131nda de\u011fer kazand\u0131. Petrol fiyatlar\u0131n\u0131n gerilemesi ve ABD\u2013\u0130ran ate\u015fkesi beklentisiyle risk i\u015ftah\u0131n\u0131n (yat\u0131r\u0131mc\u0131lar\u0131n riskli varl\u0131klara y\u00f6nelme e\u011filimi) artmas\u0131 sonucu USD\/INR yakla\u015f\u0131k 93,20\u2019ye indi.<\/p>\n
Donald Trump, \u0130ran ile sava\u015f\u0131n \u201cbitmeye \u00e7ok yak\u0131n\u201d oldu\u011funu s\u00f6yledi. Ayr\u0131ca ABD ve \u0130ran heyetlerinin \u00f6n\u00fcm\u00fczdeki iki g\u00fcn i\u00e7inde Pakistan\u2019da yeniden g\u00f6r\u00fc\u015fmelere ba\u015flayabilece\u011fini belirtti.<\/p>\n
ABD Dolar Endeksi (DXY\u2014dolar\u0131n ba\u015fl\u0131ca para birimlerine kar\u015f\u0131 g\u00fcc\u00fcn\u00fc g\u00f6steren endeks) 98,15 civar\u0131na y\u00fckseldi; bu seviye yakla\u015f\u0131k yedi haftan\u0131n en d\u00fc\u015f\u00fck d\u00fczeyi olan 98,00\u2019a yak\u0131n. WTI (ABD tipi ham petrol g\u00f6stergesi) 90,00 dolar\u0131n alt\u0131na indi; olas\u0131 bir ate\u015fkesin arz s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131n\u0131 (piyasaya sunulan petrol\u00fcn yetersiz kalmas\u0131 riski) azaltabilece\u011fi beklentisi etkili oldu.<\/p>\n
Nisan ay\u0131nda Yabanc\u0131 Kurumsal Yat\u0131r\u0131mc\u0131lar (FII\u2014yurt d\u0131\u015f\u0131ndaki b\u00fcy\u00fck fonlar\/kurumlar) sekiz i\u015flem g\u00fcn\u00fcn\u00fcn yedisinde net sat\u0131c\u0131 oldu. Toplamda 40.955,81 crore rupi (yakla\u015f\u0131k 409,6 milyar rupi) tutar\u0131nda sat\u0131\u015f yaparak pozisyonlar\u0131n\u0131 azaltt\u0131lar; bunun 5.834,25 crore rupisi (yakla\u015f\u0131k 58,3 milyar rupi) 7 Nisan gece yar\u0131s\u0131ndan bu yana ger\u00e7ekle\u015fti ve ilk haftadaki tutar\u0131n yakla\u015f\u0131k be\u015fte birine denk geldi.<\/p>\n
Hindistan\u2019\u0131n mart WPI enflasyonu (toptan e\u015fya fiyat endeksi\u2014\u00fcretici\/toptan fiyatlardaki art\u0131\u015f\u0131 g\u00f6sterir) y\u0131ll\u0131k bazda %3,88 oldu; beklenti %3, \u00f6nceki %2,13\u2019t\u00fc. USD\/INR 93,25 civar\u0131nda seyrederken, 20 g\u00fcnl\u00fck EMA (\u00fcstel hareketli ortalama\u2014k\u0131sa vadeli trendi izlemek i\u00e7in kullan\u0131lan teknik seviye) 93,09 civar\u0131nda destek olarak izleniyor. Kur bu seviyenin alt\u0131nda kapan\u0131\u015f yaparsa 92,29\u2019a do\u011fru hareket g\u00fcndeme gelebilir.<\/p>\n
Ge\u00e7en y\u0131l ham petrol\u00fcn varil ba\u015f\u0131na 90 dolar\u0131n alt\u0131na gerilemesi rupi i\u00e7in \u00f6nemli bir destekti. Bug\u00fcn Brent petrol (k\u00fcresel g\u00f6sterge petrol) benzer \u015fekilde 87 dolar civar\u0131nda seyrediyor; ancak petroldeki a\u015fa\u011f\u0131 y\u00f6n daha s\u0131n\u0131rl\u0131 oldu\u011fu i\u00e7in rupi \u00fczerindeki olumlu etki daha zay\u0131f. Yat\u0131r\u0131mc\u0131lar\u0131n OPEC+ \u00fcretim kararlar\u0131n\u0131 (petrol \u00fcretici \u00fclkelerin arz miktar\u0131 karar\u0131) yak\u0131ndan izlemesi gerekiyor; s\u00fcrpriz \u00fcretim kesintileri petrol\u00fcn yeniden y\u00fckselmesine ve rupinin kazanc\u0131n\u0131n h\u0131zl\u0131 \u015fekilde silinmesine yol a\u00e7abilir.<\/p>\n
ABD dolar\u0131n\u0131n k\u00fcresel g\u00fcc\u00fc, Nisan 2025\u2019e k\u0131yasla bug\u00fcn farkl\u0131 bir tablo \u00e7iziyor. O d\u00f6nemde DXY 98,00 civar\u0131nda yedi haftan\u0131n dibine yakla\u015fm\u0131\u015ft\u0131; bug\u00fcn ise 106\u2019n\u0131n \u00fczerinde g\u00fc\u00e7l\u00fc seyrediyor. Dolar\u0131n genel g\u00fc\u00e7lenmesi, rupi i\u00e7in belirgin bir bask\u0131 anlam\u0131na geliyor; bu da olas\u0131 y\u00fckseli\u015flerin s\u0131n\u0131rl\u0131 kalabilece\u011fini g\u00f6steriyor.<\/p>\n
Yat\u0131r\u0131mc\u0131 e\u011filimi de, Nisan 2025 ba\u015f\u0131ndaki sert sat\u0131\u015flardan sonra belirgin \u015fekilde de\u011fi\u015fti. G\u00fcncel veriler, Yabanc\u0131 Portf\u00f6y Yat\u0131r\u0131mc\u0131lar\u0131n\u0131n (FPI\u2014hisse\/tahvil gibi menkul k\u0131ymetlere yurt d\u0131\u015f\u0131ndan yap\u0131lan portf\u00f6y yat\u0131r\u0131mlar\u0131) Hindistan hisselerinde net al\u0131c\u0131 konumda oldu\u011funu; 2026\u2019n\u0131n ilk \u00e7eyre\u011finde 3,5 milyar dolar\u0131n \u00fczerinde giri\u015f sa\u011flad\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Bu d\u00fczenli giri\u015f, rupiye \u00f6nemli bir destek vererek d\u0131\u015f \u015foklara kar\u015f\u0131 tampon olu\u015fturuyor.<\/p>\n
Ge\u00e7en y\u0131lki %3,88\u2019lik WPI enflasyonu, bug\u00fcn %5\u2019in biraz alt\u0131nda seyreden t\u00fcketici enflasyonuna g\u00f6re daha d\u00fc\u015f\u00fckt\u00fc; bu durum Hindistan Merkez Bankas\u0131\u2019n\u0131 (RBI) temkinli tutuyor. Enflasyonun y\u00fcksek kalmas\u0131, RBI\u2019nin yak\u0131n vadede faiz indirmesini zorla\u015ft\u0131r\u0131yor; bu da rupiyi \u201cta\u015f\u0131ma i\u015flemleri\u201d (carry trade\u2014d\u00fc\u015f\u00fck faizli para biriminden bor\u00e7lan\u0131p daha y\u00fcksek faizli para birimine yat\u0131r\u0131m yapma) i\u00e7in daha cazip k\u0131labiliyor. Bu faiz fark\u0131 deste\u011fi 2025\u2019te daha zay\u0131f bir temayd\u0131.<\/p>\n
VT Markets canl\u0131 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 beklentisi rupi cephesini canland\u0131rd\u0131: Petrol gerilerken USD\/INR 93,20\u2019ye indi. DXY bask\u0131s\u0131 s\u00fcrse de FPI giri\u015fleri tampon. WPI %3,88; 93,09 alt\u0131 92,29 hedef.<\/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-44673","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\/44673","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=44673"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44673\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44673"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44673"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44673"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}