{"id":46033,"date":"2026-05-04T06:54:58","date_gmt":"2026-05-04T06:54:58","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/endonezyanin-ihracat-artisi-tersine-dondu-daha-once-101-yukseldikten-sonra-martta-31-daraldi\/"},"modified":"2026-05-04T06:54:58","modified_gmt":"2026-05-04T06:54:58","slug":"endonezyanin-ihracat-artisi-tersine-dondu-daha-once-101-yukseldikten-sonra-martta-31-daraldi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/endonezyanin-ihracat-artisi-tersine-dondu-daha-once-101-yukseldikten-sonra-martta-31-daraldi\/","title":{"rendered":"Endonezya\u2019n\u0131n ihracat art\u0131\u015f\u0131 tersine d\u00f6nd\u00fc; daha \u00f6nce %1,01 y\u00fckseldikten sonra martta %3,1 darald\u0131"},"content":{"rendered":"<p>Endonezya\u2019n\u0131n ihracat\u0131 mart ay\u0131nda %3,1 geriledi. Bir \u00f6nceki d\u00f6nemde %1,01 art\u0131\u015f kaydedilmi\u015fti.<\/p>\n<p>Mart verisi, ihracat\u0131n art\u0131\u015ftan d\u00fc\u015f\u00fc\u015fe d\u00f6nd\u00fc\u011f\u00fcn\u00fc g\u00f6steriyor. A\u00e7\u0131klamada ek detay veya neden payla\u015f\u0131lmad\u0131.<\/p>\n<h3>Rupiah ve D\u0131\u015f Talep A\u00e7\u0131s\u0131ndan Sonu\u00e7lar<\/h3>\n<p>Mart ihracat verisi, bir \u00f6nceki aydaki s\u0131n\u0131rl\u0131 art\u0131\u015f\u0131n ard\u0131ndan %3,1\u2019lik kayda de\u011fer bir d\u00fc\u015f\u00fc\u015fe i\u015faret ediyor. Bu tersine d\u00f6n\u00fc\u015f, d\u0131\u015f talebin zay\u0131flad\u0131\u011f\u0131na i\u015faret eder ve Endonezya Rupiah\u2019\u0131 (IDR) \u00fczerinde k\u0131sa vadede a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 yarat\u0131r. Bu durum, \u00c7in\u2019in **imalat PMI**\u2019\u0131n\u0131n (sat\u0131n alma y\u00f6neticileri endeksi; 50\u2019nin alt\u0131 daralma anlam\u0131na gelir) 50 seviyesinin biraz alt\u0131na inmesiyle daha da \u00f6nem kazan\u0131yor. Bu, en b\u00fcy\u00fck ticaret orta\u011f\u0131ndan gelen talebin zay\u0131flad\u0131\u011f\u0131na i\u015faret eder.<\/p>\n<p>\u00d6n\u00fcm\u00fczdeki haftalarda **USD\/IDR paritesinin** (ABD dolar\u0131\/Endonezya rupiah kuru) yukar\u0131 y\u00f6nl\u00fc hareketi g\u00fcndeme gelebilir; bu da rupiah\u0131n de\u011fer kayb\u0131 anlam\u0131na gelir. Buna g\u00f6re, **USD\/IDR forward** (vadeli d\u00f6viz s\u00f6zle\u015fmesi; bug\u00fcnden belirlenen kurla gelecekte al\u0131m-sat\u0131m) gibi ara\u00e7larla dolar lehine pozisyon al\u0131nabilir. Riskin s\u0131n\u0131rland\u0131r\u0131lmas\u0131 i\u00e7in **call opsiyonu** (belirli bir fiyattan alma hakk\u0131; zorunluluk de\u011fildir) tercih edilebilir. Benzer bir tablo 2025 ortas\u0131nda da g\u00f6r\u00fclm\u00fc\u015f, k\u00fcresel emtia talebindeki yava\u015flama IDR\u2019de birka\u00e7 hafta i\u00e7inde h\u0131zl\u0131 de\u011fer kayb\u0131 getirmi\u015fti.<\/p>\n<p>\u0130hracattaki zay\u0131flama, **Jakarta Composite Index (JCI)**\u2019de (Cakarta Bile\u015fik Endeksi; Endonezya borsas\u0131n\u0131n ana endeksi) yer alan b\u00fcy\u00fck \u015firketlerin k\u00e2rlar\u0131n\u0131 da bask\u0131layabilir. Bu nedenle, olas\u0131 bir geri \u00e7ekilmeye kar\u015f\u0131 **put opsiyonu** (belirli bir fiyattan satma hakk\u0131) veya ilgili **ETF**\u2019ler (borsada i\u015flem g\u00f6ren fon; bir endeksi izleyen yat\u0131r\u0131m \u00fcr\u00fcn\u00fc) \u00fczerinden koruma ama\u00e7l\u0131 pozisyonlar de\u011ferlendirilebilir. Enflasyonun ge\u00e7en y\u0131l\u0131n sonlar\u0131nda %2,9 civar\u0131nda y\u00fcksek kalmas\u0131, Bank Indonesia\u2019n\u0131n %6,0 seviyesindeki **politika faizini** (merkez bankas\u0131n\u0131n temel faiz oran\u0131) b\u00fcy\u00fcmeyi desteklemek i\u00e7in indirme alan\u0131n\u0131 s\u0131n\u0131rl\u0131yor; bu da hisseler i\u00e7in ek risk yarat\u0131yor.<\/p>\n<h3>Hisse Senedi ve Politika Riski G\u00f6r\u00fcn\u00fcm\u00fc<\/h3>\n","protected":false},"excerpt":{"rendered":"<p>Endonezya\u2019da mart ihracat\u0131 %3,1 d\u00fc\u015ft\u00fc; \u00f6nceki ay %1,01 artm\u0131\u015ft\u0131. D\u0131\u015f talep zay\u0131fl\u0131yor, \u00c7in PMI\u2019daki gerileme tabloyu a\u011f\u0131rla\u015ft\u0131r\u0131yor. Rupiah bask\u0131 alt\u0131nda; USD\/IDR y\u00fckseli\u015fi, forward\/opsiyon ve JCI\u2019de koruma \u00f6ne \u00e7\u0131k\u0131yor.<\/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-46033","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\/46033","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=46033"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/46033\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=46033"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=46033"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=46033"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}