Singapur\u2019un perakende sat\u0131\u015flar\u0131ndaki b\u00fcy\u00fcme Mart ay\u0131nda yava\u015flad\u0131. Y\u0131ll\u0131k bazda (ge\u00e7en y\u0131l\u0131n ayn\u0131 ay\u0131na g\u00f6re) perakende sat\u0131\u015flar %4,8 artt\u0131; \u00f6nceki d\u00f6nemde bu oran %8,3\u2019t\u00fc.<\/p>\n
Son veri, bir \u00f6nceki okumaya k\u0131yasla daha yava\u015f bir geni\u015flemeye i\u015faret ediyor. Bu durum, ay boyunca perakende faaliyetlerinde ivmenin zay\u0131flad\u0131\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n
Perakende sat\u0131\u015f b\u00fcy\u00fcmesinin y\u0131ll\u0131k bazda %8,3\u2019ten %4,8\u2019e gerilemesi, Singapur\u2019da t\u00fcketici g\u00fcveninde belirgin bir so\u011fumaya i\u015faret ediyor. Bu veri, ilk \u00e7eyre\u011fin biti\u015fine ili\u015fkin a\u00e7\u0131klanan ilk \u00f6nemli ekonomik g\u00f6stergelerden biri. Zay\u0131f gelmesi, ekonominin daha \u00f6nce d\u00fc\u015f\u00fcn\u00fcld\u00fc\u011f\u00fc kadar g\u00fc\u00e7l\u00fc olmayabilece\u011fini g\u00f6steriyor. \u015eimdi, bu zay\u0131fl\u0131\u011f\u0131n genele yay\u0131l\u0131p yay\u0131lmad\u0131\u011f\u0131n\u0131 g\u00f6rmek i\u00e7in yakla\u015fan imalat verileri ile PMI (Sat\u0131n Alma Y\u00f6neticileri Endeksi: \u015firketlerin sipari\u015f, \u00fcretim ve istihdam gibi kalemlerine dayanan, 50 \u00fczeri b\u00fcy\u00fcmeye i\u015faret eden \u00f6nc\u00fc g\u00f6sterge) izlenecek.<\/p>\n
Bu yava\u015flaman\u0131n, Singapur Dolar\u0131 \u00fczerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 yaratmas\u0131 muhtemel. Singapur Para Otoritesi (MAS: \u00fclkenin merkez bankas\u0131 ve finansal d\u00fczenleyicisi) i\u00e7 talep zay\u0131flarken daha g\u00fc\u00e7l\u00fc bir para birimine izin verme konusunda daha temkinli olabilir. Ge\u00e7en hafta USD\/SGD (ABD dolar\u0131\/Singapur dolar\u0131 kuru) 1,37 seviyesine do\u011fru y\u00fckselmeye ba\u015flam\u0131\u015ft\u0131; bu veri, hareketi yukar\u0131 ta\u015f\u0131yabilir.<\/p>\n
Hisse senedi yat\u0131r\u0131mc\u0131lar\u0131 a\u00e7\u0131s\u0131ndan bu tablo, Straits Times Index (STI: Singapur\u2019un ana borsa endeksi) i\u00e7inde iste\u011fe ba\u011fl\u0131 t\u00fcketim (zorunlu olmayan harcamalara ba\u011fl\u0131 sekt\u00f6r) ve perakende a\u011f\u0131rl\u0131kl\u0131 hisselerde olas\u0131 zay\u0131fl\u0131\u011fa i\u015faret ediyor. Olas\u0131 bir geri \u00e7ekilmeye kar\u015f\u0131 korunmak i\u00e7in STI \u00fczerinde veya Singapur t\u00fcketim hisselerini takip eden bir ETF (Borsa Yat\u0131r\u0131m Fonu: endeksi\/sepeti takip eden, borsada i\u015flem g\u00f6ren fon) \u00fczerinde sat\u0131m opsiyonu (put: belirli fiyattan sat\u0131\u015f hakk\u0131 veren t\u00fcrev \u00fcr\u00fcn) al\u0131nmas\u0131 de\u011ferlendirilebilir. Ge\u00e7mi\u015fte, 2025 ortas\u0131nda benzer bir t\u00fcketim harcamas\u0131 zay\u0131fl\u0131\u011f\u0131 g\u00f6r\u00fclm\u00fc\u015f ve ard\u0131ndan geni\u015f endekste iki ay s\u00fcren g\u00f6rece zay\u0131f performans ya\u015fanm\u0131\u015ft\u0131.<\/p>\n
Bu veri, faiz beklentilerini de etkileyerek MAS\u2019\u0131n yak\u0131n vadede beklemede kalaca\u011f\u0131na i\u015faret ediyor. Faiz swap (faiz takas\u0131: sabit faiz ile de\u011fi\u015fken faizin takas edildi\u011fi t\u00fcrev s\u00f6zle\u015fme) piyasalar\u0131nda fiyatlamalar \u015fimdiden de\u011fi\u015fiyor; fiyatlar y\u0131l\u0131n ikinci yar\u0131s\u0131nda politika s\u0131k\u0131la\u015ft\u0131rmas\u0131 (faiz\/para politikas\u0131 daha s\u0131k\u0131 hale getirilmesi) ihtimalinin neredeyse olmad\u0131\u011f\u0131na i\u015faret ediyor. Bu durum, savunma ama\u00e7l\u0131 olarak uzun vadeli Singapur devlet tahvilleri tutmay\u0131 bir miktar daha cazip hale getiriyor.<\/p>\n","protected":false},"excerpt":{"rendered":"
Singapur\u2019da perakende sat\u0131\u015f b\u00fcy\u00fcmesi Mart\u2019ta %8,3\u2019ten %4,8\u2019e indi: t\u00fcketici ivmesi so\u011fuyor. SG$ bask\u0131lanabilir, USD\/SGD y\u00fckselebilir; STI t\u00fcketim hisseleri zay\u0131flayabilir. MAS bekle-g\u00f6r, tahviller cazip.<\/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-46151","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\/46151","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=46151"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/46151\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=46151"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=46151"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=46151"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}