{"id":44860,"date":"2026-04-17T09:21:57","date_gmt":"2026-04-17T09:21:57","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/asya-hisseleri-yatirimcilarin-kar-satisi-yapmasi-ve-abd-iran-ateskes-anlasmasinin-kaliciligina-dair-soru-isaretleri-nedeniyle-geriledi\/"},"modified":"2026-04-17T09:21:57","modified_gmt":"2026-04-17T09:21:57","slug":"asya-hisseleri-yatirimcilarin-kar-satisi-yapmasi-ve-abd-iran-ateskes-anlasmasinin-kaliciligina-dair-soru-isaretleri-nedeniyle-geriledi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/asya-hisseleri-yatirimcilarin-kar-satisi-yapmasi-ve-abd-iran-ateskes-anlasmasinin-kaliciligina-dair-soru-isaretleri-nedeniyle-geriledi\/","title":{"rendered":"Asya hisseleri, yat\u0131r\u0131mc\u0131lar\u0131n k\u00e2r sat\u0131\u015f\u0131 yapmas\u0131 ve ABD\u2013\u0130ran ate\u015fkes anla\u015fmas\u0131n\u0131n kal\u0131c\u0131l\u0131\u011f\u0131na dair soru i\u015faretleri nedeniyle geriledi"},"content":{"rendered":"

Asya borsalar\u0131, ABD\u2013\u0130ran ate\u015fkesinin s\u00fcr\u00fcp s\u00fcrmeyece\u011fine dair temkinin artmas\u0131 ve g\u00fc\u00e7l\u00fc y\u00fckseli\u015f sonras\u0131 yat\u0131r\u0131mc\u0131lar\u0131n k\u00e2r sat\u0131\u015f\u0131 yapmas\u0131yla cuma g\u00fcn\u00fc geriledi. Japonya\u2019da Nikkei 225 %1 d\u00fc\u015f\u00fc\u015fle 58.900 civar\u0131na indi. Hong Kong\u2019da Hang Seng Endeksi %1,30\u2019dan fazla kay\u0131pla 26.05 seviyesine yakla\u015ft\u0131. \u00c7in\u2019de SSE Bile\u015fik Endeksi %0,30 d\u00fc\u015ferek 4.050 civar\u0131na geriledi. G\u00fcney Kore\u2019de Kospi %0,42 d\u00fc\u015f\u00fc\u015fle 6.200 civar\u0131na indi.<\/p>\n

CNN\u2019e g\u00f6re L\u00fcbnan ordusu, ate\u015fkes ba\u015flad\u0131ktan sonra \u0130srail\u2019in birden fazla ihlalini kayda ge\u00e7irdi. L\u00fcbnan, g\u00fcneydeki k\u00f6yleri etkileyen aral\u0131kl\u0131 top\u00e7u at\u0131\u015flar\u0131 oldu\u011funu bildirdi. Ordu, bildirilen ihlaller nedeniyle halktan g\u00fcneydeki kasaba ve k\u00f6ylere d\u00f6n\u00fc\u015f\u00fc ertelemelerini istedi.<\/p>\n

Ate\u015fkes \u015e\u00fcpheleri Riskten Ka\u00e7\u0131\u015f\u0131 Tetikledi<\/h3>\n

Donald Trump, L\u00fcbnan Cumhurba\u015fkan\u0131 Joseph Aoun ve \u0130srail Ba\u015fbakan\u0131 Benjamin Netanyahu ile g\u00f6r\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc s\u00f6yledi. \u0130srail ve L\u00fcbnan\u2019\u0131n, TS\u0130\u2019ye g\u00f6re gece saatlerine denk gelen 17.00 ET itibar\u0131yla ba\u015flayan 10 g\u00fcnl\u00fck ate\u015fkes \u00fczerinde anla\u015ft\u0131\u011f\u0131n\u0131 ekledi. Trump ayr\u0131ca \u0130ran\u2019la sava\u015f\u0131n yak\u0131nda bitece\u011fini, Tahran\u2019\u0131n n\u00fckleer hedeflerinden vazge\u00e7meyi ve H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131 yeniden a\u00e7may\u0131 kabul etti\u011fini s\u00f6yledi.<\/p>\n

Japonya Merkez Bankas\u0131 (BoJ) Ba\u015fkan\u0131 Kazuo Ueda, politikan\u0131n Japonya\u2019daki d\u00fc\u015f\u00fck \u201creel faiz\u201di (enflasyon etkisi d\u00fc\u015f\u00fcld\u00fckten sonraki faiz) dikkate almas\u0131 gerekti\u011fini s\u00f6yledi. Piyasa, bu ay i\u00e7inde bir faiz art\u0131\u015f\u0131 (politika faizinin y\u00fckseltilmesi) olup olmayaca\u011f\u0131 konusunda ikiye b\u00f6l\u00fcnm\u00fc\u015f durumda. Asya\u2019n\u0131n k\u00fcresel b\u00fcy\u00fcmenin yakla\u015f\u0131k %70\u2019ini sa\u011flad\u0131\u011f\u0131 tahmin ediliyor; b\u00f6lge Japonya, G\u00fcney Kore, \u00c7in, Hong Kong ve Hindistan\u2019daki ba\u015fl\u0131ca endeksleri kaps\u0131yor.<\/p>\n

Petrol \u015eokuna Kar\u015f\u0131 Korunma ve Endekslerde K\u0131sa Pozisyon<\/h3>\n

H\u00fcrm\u00fcz Bo\u011faz\u0131 kritik \u00e7\u00fcnk\u00fc d\u00fcnya petrol arz\u0131n\u0131n yakla\u015f\u0131k %20\u2019si buradan ge\u00e7iyor. Anla\u015fman\u0131n bozuldu\u011funa dair her i\u015faret, Brent veya WTI ham petrol \u201cvadeli i\u015flem\u201dlerinde (gelecekte belirli fiyattan al\u0131m-sat\u0131m taahh\u00fcd\u00fc veren s\u00f6zle\u015fmeler) y\u00fckseli\u015f y\u00f6nl\u00fc pozisyonlar\u0131 g\u00fcndeme getirebilir. 2019\u2019daki benzer gerilimlerde petrol fiyatlar\u0131n\u0131n bir g\u00fcnde %15\u2019ten fazla s\u0131\u00e7ramas\u0131, riskin boyutunu g\u00f6steriyor.<\/p>\n

Petrol fiyatlar\u0131ndaki sert y\u00fckseli\u015f, ihtiyac\u0131n\u0131n %90\u2019dan fazlas\u0131n\u0131 ithal petrol ile kar\u015f\u0131layan Japonya ve G\u00fcney Kore gibi \u00fclkeleri olumsuz etkiler. Bu nedenle anla\u015fma zay\u0131flarsa, vadeli i\u015flemlerle Nikkei ve Kospi endekslerinde \u201ck\u0131sa pozisyon\u201d (fiyat d\u00fc\u015f\u00fc\u015f\u00fcnden kazan\u00e7 hedefleyen i\u015flem) al\u0131nabilir. Bu yakla\u015f\u0131m, artan enerji maliyetlerinin \u00fcretim ve ihracata dayal\u0131 ekonomiler \u00fczerindeki bask\u0131s\u0131na oynar.<\/p>\n

Belirsizli\u011fin kendisi de i\u015flem f\u0131rsat\u0131 yarat\u0131r; \u201cima edilen oynakl\u0131k\u201d\u0131n (opsiyon fiyatlar\u0131n\u0131n ima etti\u011fi beklenen dalgalanma) y\u00fckselmesi muhtemeldir. Ge\u00e7mi\u015fte 2022 ba\u015f\u0131ndaki gibi b\u00fcy\u00fck jeopolitik olaylar, VIX\u2019i (ABD\u2019de piyasa oynakl\u0131\u011f\u0131 g\u00f6stergesi, \u201ckorku endeksi\u201d olarak da bilinir) 40\u2019\u0131n \u00fczerine ta\u015f\u0131m\u0131\u015ft\u0131. Asya odakl\u0131 borsa yat\u0131r\u0131m fonlar\u0131nda (ETF \u2013 endeks sepetini takip eden fondur) \u201cstraddle\u201d gibi opsiyon stratejileri kullan\u0131labilir. Straddle, ayn\u0131 vadede hem al\u0131m (call) hem sat\u0131m (put) opsiyonu alarak piyasa hangi y\u00f6ne sert giderse gitsin kazan\u00e7 hedefler.<\/p>\n

Ayr\u0131ca BoJ izlenmeli; bu ay olas\u0131 bir faiz art\u0131\u015f\u0131 konusunda g\u00f6r\u00fc\u015f ayr\u0131l\u0131\u011f\u0131 Japon yeni i\u00e7in f\u0131rsat yarat\u0131yor. USD\/JPY paritesi \u00fczerinde opsiyonlarla pozisyon al\u0131nabilir. Faiz art\u0131\u015f\u0131, genelde yenin g\u00fc\u00e7lenmesine yol a\u00e7abilir.<\/p>\n

VT Markets canl\u0131 hesab\u0131n\u0131z\u0131 olu\u015fturun<\/a>\u00a0ve\u00a0i\u015flem yapmaya ba\u015flay\u0131n<\/a>\u00a0.<\/b><\/p>\n","protected":false},"excerpt":{"rendered":"

Ate\u015fkes \u015f\u00fcpheleri Asya\u2019da risk i\u015ftah\u0131n\u0131 vurdu: Nikkei, Hang Seng, SSE ve Kospi geriledi. H\u00fcrm\u00fcz kaynakl\u0131 petrol \u015foku endi\u015fesi artt\u0131; yat\u0131r\u0131mc\u0131lar hedge, k\u0131sa pozisyon, opsiyonla oynakl\u0131k ar\u0131yor. BoJ sinyalleri 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-44860","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\/44860","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=44860"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44860\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44860"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44860"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44860"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}