Hindistan Rupisi, Per\u015fembe g\u00fcn\u00fc ABD Dolar\u0131 kar\u015f\u0131s\u0131nda hafif g\u00fc\u00e7l\u00fc a\u00e7\u0131ld\u0131 ve USD\/INR paritesi yakla\u015f\u0131k 93,20 seviyesine geriledi. Bu hareket, ABD ile \u0130ran aras\u0131nda kal\u0131c\u0131 bir **ate\u015fkes** (\u00e7at\u0131\u015fmalar\u0131n durdurulmas\u0131) ihtimaline dair beklentilerin g\u00fc\u00e7lenmesini izledi.<\/p>\n
**G\u00fcvenli liman** (kriz d\u00f6nemlerinde daha az riskli g\u00f6r\u00fclen varl\u0131klar) talebinin azalmas\u0131 ABD Dolar\u0131\u2019n\u0131 bask\u0131larken, daha riskli varl\u0131klara al\u0131mlar artt\u0131. ABD Ba\u015fkan\u0131 Donald Trump, Tahran ile sava\u015f\u0131n bitmesine \u201c\u00e7ok yakla\u015f\u0131ld\u0131\u011f\u0131n\u0131\u201d s\u00f6yledi ve \u00f6n\u00fcm\u00fczdeki iki g\u00fcn i\u00e7inde olas\u0131 duyurulara i\u015faret etti.<\/p>\n
USD\/INR\u2019deki d\u00fc\u015f\u00fc\u015fler, Hindistanl\u0131 ithalat\u00e7\u0131lar\u0131n dolar al\u0131mlar\u0131yla s\u0131n\u0131rl\u0131 kald\u0131. Reuters\u2019\u0131n aktard\u0131\u011f\u0131na g\u00f6re bankac\u0131lar, ithalat\u00e7\u0131lar\u0131n s\u00fcren **kur riski koruma (hedging)** i\u015flemleri (kur dalgalanmas\u0131na kar\u015f\u0131 \u00f6nceden koruma ama\u00e7l\u0131 pozisyon alma) ve daha uzun vadeli dolar bor\u00e7lar\u0131n\u0131 sabitleme iste\u011fi nedeniyle Rupide yukar\u0131 y\u00f6n\u00fcn s\u0131n\u0131rl\u0131 olmas\u0131n\u0131 bekliyor.<\/p>\n
Yabanc\u0131 Kurumsal Yat\u0131r\u0131mc\u0131lar (FII), \u00c7ar\u015famba g\u00fcn\u00fc Hint hisse senetlerinde net al\u0131c\u0131 oldu ve 666,15 crore rupi tutar\u0131nda al\u0131m yapt\u0131. Nisan ay\u0131nda toplamda iki g\u00fcnde 1.338,24 crore rupi ile net al\u0131c\u0131 olurken, kalan g\u00fcnlerde 41.627,90 crore rupi ile net sat\u0131c\u0131 konumunda yer ald\u0131.<\/p>\n
Piyasalar ayr\u0131ca g\u00fcn\u00fcn ilerleyen saatlerinde yap\u0131lacak \u0130srail\u2013L\u00fcbnan g\u00f6r\u00fc\u015fmelerini izliyor. ABD\u2013\u0130ran iki haftal\u0131k ate\u015fkesinin 21 Nisan\u2019da sona ermesi bekleniyor. Tahran ise Washington\u2019u, L\u00fcbnan\u2019da \u0130ran destekli Hizbullah\u2019a y\u00f6nelik sald\u0131r\u0131lar\u0131 s\u00fcrd\u00fcrerek ate\u015fkes \u015fartlar\u0131n\u0131 ihlal etmekle su\u00e7lad\u0131.<\/p>\n
Teknik g\u00f6r\u00fcn\u00fcmde USD\/INR 93,20 civar\u0131nda ve **20 g\u00fcnl\u00fck \u00fcssel hareketli ortalaman\u0131n (EMA)** (son g\u00fcnlere daha fazla a\u011f\u0131rl\u0131k veren trend g\u00f6stergesi) 93,1181 seviyesinin \u00fczerinde. **RSI** (0\u2013100 aras\u0131 de\u011fer alan, fiyat\u0131n a\u015f\u0131r\u0131 al\u0131m\/a\u015f\u0131r\u0131 sat\u0131m b\u00f6lgesinde olup olmad\u0131\u011f\u0131n\u0131 g\u00f6steren momentum g\u00f6stergesi) yakla\u015f\u0131k 52 d\u00fczeyinde. Destek 93,12 civar\u0131nda; bir sonraki destek 92,29. Diren\u00e7ler ise 94,00 ve 95,15 seviyelerinde.<\/p>\n
Bug\u00fcn, 16 Nisan 2026 itibar\u0131yla, Orta Do\u011fu\u2019daki belirsizlik Brent petrol fiyatlar\u0131n\u0131 y\u00fcksek tutuyor; Brent yakla\u015f\u0131k 88 dolar\/varil civar\u0131nda i\u015flem g\u00f6r\u00fcyor. Hindistan b\u00fcy\u00fck bir petrol ithalat\u00e7\u0131s\u0131 oldu\u011fu i\u00e7in bu durum Rupiyi bask\u0131l\u0131yor. Bu **jeopolitik risk primi** (jeopolitik geli\u015fmelerin fiyatlara ek oynakl\u0131k ve maliyet bindirmesi) nedeniyle olas\u0131 bir t\u0131rmanma haberi, USD\/INR\u2019de sert yukar\u0131 hareketlere yol a\u00e7abilir.<\/p>\n
Yurt i\u00e7inde Hindistan Merkez Bankas\u0131 (RBI) i\u00e7in temel g\u00fcndem y\u00fcksek enflasyon. Son **T\u00dcFE (CPI)** (t\u00fcketici fiyatlar\u0131n\u0131n y\u0131ll\u0131k art\u0131\u015f\u0131n\u0131 g\u00f6steren enflasyon g\u00f6stergesi) verisi enflasyonu %5,9 olarak g\u00f6steriyor; bu seviye RBI\u2019\u0131n hedefinin \u00fczerinde. Bu nedenle merkez bankas\u0131n\u0131n faizleri y\u00fcksek tutmas\u0131 bekleniyor. Bu politika, tahvil taraf\u0131na para giri\u015fini destekleyerek Rupiye taban olu\u015fturuyor ve sert de\u011fer kayb\u0131 riskini azalt\u0131yor.<\/p>\n
Yabanc\u0131 sermaye ak\u0131mlar\u0131 h\u00e2l\u00e2 isteksiz. FII\u2019lar son \u00e7eyrekte hisse piyasas\u0131nda net sat\u0131c\u0131 konumunda kald\u0131 ve k\u00fcresel b\u00fcy\u00fcme endi\u015feleri ile y\u00fcksek de\u011ferlemeler nedeniyle yakla\u015f\u0131k 2 milyar dolar \u00e7\u0131k\u0131\u015f oldu. Yabanc\u0131 al\u0131m i\u015ftah\u0131n\u0131n zay\u0131f olmas\u0131, Rupiyi destekleyen \u00f6nemli bir unsuru azalt\u0131yor.<\/p>\n
\u015eu anda en kritik ba\u015fl\u0131k, RBI\u2019\u0131n d\u00f6viz piyasas\u0131ndaki aktif rol\u00fc. Son veriler, Hindistan\u2019\u0131n **d\u00f6viz rezervlerinin** (merkez bankas\u0131n\u0131n elindeki yabanc\u0131 para ve alt\u0131n varl\u0131klar\u0131) yakla\u015f\u0131k 642 milyar dolara hafif geriledi\u011fini g\u00f6steriyor; bu da RBI\u2019\u0131n Rupiyi savunmak ve oynakl\u0131\u011f\u0131 azaltmak i\u00e7in dolar sat\u0131yor olabilece\u011fine i\u015faret ediyor. Bu **m\u00fcdahale** (merkez bankas\u0131n\u0131n kur hareketini s\u0131n\u0131rlamak i\u00e7in piyasaya do\u011frudan al\u0131m-sat\u0131m yapmas\u0131) USD\/INR\u2019de g\u00fc\u00e7l\u00fc bir diren\u00e7 alan\u0131 yarat\u0131yor ve ani y\u00fckseli\u015flerin kal\u0131c\u0131 olmas\u0131n\u0131 zorla\u015ft\u0131r\u0131yor.<\/p>\n","protected":false},"excerpt":{"rendered":"
Ate\u015fkes beklentisiyle dolar zay\u0131flad\u0131, Rup\u0131 g\u00fc\u00e7lenip USD\/INR 93,20\u2019ye indi. \u0130thalat\u00e7\u0131 hedging\u2019i y\u00fckseli\u015fi s\u0131n\u0131rl\u0131yor. Brent 88$ bask\u0131 kuruyor. RBI m\u00fcdahalesi diren\u00e7, teknik seviyeler kritik, yabanc\u0131 ak\u0131m zay\u0131f.<\/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-44777","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\/44777","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=44777"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44777\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44777"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44777"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44777"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}