{"id":46327,"date":"2026-05-07T02:00:38","date_gmt":"2026-05-07T02:00:38","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/societe-generale-zayiflayan-endonezya-mali-gorunumune-dikkat-cekti-dis-acik-baskilari-surerken-rupiah-icin-dusus-beklentisini-koruyor\/"},"modified":"2026-05-07T02:00:38","modified_gmt":"2026-05-07T02:00:38","slug":"societe-generale-zayiflayan-endonezya-mali-gorunumune-dikkat-cekti-dis-acik-baskilari-surerken-rupiah-icin-dusus-beklentisini-koruyor","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/societe-generale-zayiflayan-endonezya-mali-gorunumune-dikkat-cekti-dis-acik-baskilari-surerken-rupiah-icin-dusus-beklentisini-koruyor\/","title":{"rendered":"Societe Generale, zay\u0131flayan Endonezya mali g\u00f6r\u00fcn\u00fcm\u00fcne dikkat \u00e7ekti; d\u0131\u015f a\u00e7\u0131k bask\u0131lar\u0131 s\u00fcrerken rupiah i\u00e7in d\u00fc\u015f\u00fc\u015f beklentisini koruyor"},"content":{"rendered":"<p>Societe Generale analistleri, 2026\u2019n\u0131n ba\u015f\u0131nda \u00f6nden y\u00fcklemeli harcamalar (harcaman\u0131n y\u0131l\u0131n erken d\u00f6neminde yo\u011funla\u015ft\u0131r\u0131lmas\u0131) nedeniyle Endonezya\u2019n\u0131n mali g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn (kamu b\u00fct\u00e7esi dengesi) zay\u0131flad\u0131\u011f\u0131n\u0131 s\u00f6yl\u00fcyor. Analistler, birincil dengenin (faiz \u00f6demeleri hari\u00e7 b\u00fct\u00e7e dengesi) \u015fimdiden a\u00e7\u0131\u011fa d\u00f6nd\u00fc\u011f\u00fcn\u00fc ve bunun finansman ihtiyac\u0131n\u0131 art\u0131rd\u0131\u011f\u0131n\u0131 belirtiyor.<\/p>\n<p>Mali verilerin mevcut endi\u015feleri art\u0131rd\u0131\u011f\u0131n\u0131, ancak rupi i\u00e7in yeni bir \u015fok yaratmad\u0131\u011f\u0131n\u0131 ifade ediyorlar. Para biriminde d\u00fc\u015f\u00fc\u015f beklentilerini (ay\u0131 g\u00f6r\u00fcn\u00fcm\u00fc: zay\u0131flama beklentisi) koruyorlar.<\/p>\n<p>Kur riskinin ana kaynaklar\u0131n\u0131 daha y\u00fcksek net petrol ve gaz ithalat\u0131 (ithalat\u0131n ihracattan fazla olmas\u0131) ve geni\u015fleyen cari a\u00e7\u0131kla ili\u015fkilendiriyorlar. Mali g\u00fcncellemenin, d\u00f6viz kuru \u00fczerinde bu d\u0131\u015f etkenlere k\u0131yasla daha s\u0131n\u0131rl\u0131 bir ek bask\u0131 yaratt\u0131\u011f\u0131n\u0131 s\u00f6yl\u00fcyorlar.<\/p>\n<p>Mali g\u00f6r\u00fcn\u00fcm\u00fcn, uzun vadeli faizlerde yukar\u0131 y\u00f6nl\u00fc bask\u0131 olu\u015fturmas\u0131n\u0131 bekliyorlar; \u00e7\u00fcnk\u00fc uzun vadeli vade primlerini (yat\u0131r\u0131mc\u0131n\u0131n uzun vadeye gitmek i\u00e7in talep etti\u011fi ek getiri) y\u00fckseltir. Ayr\u0131ca mali duru\u015fun, enflasyon \u015foklar\u0131n\u0131n (enflasyonda ani y\u00fckseli\u015f) ekonomide nas\u0131l kar\u015f\u0131land\u0131\u011f\u0131n\u0131 da etkileyebilece\u011fini not ediyorlar.<\/p>\n<p>Mali uygulaman\u0131n yak\u0131ndan izlenece\u011fini ve yetkililerin uluslararas\u0131 piyasa alg\u0131s\u0131na duyarl\u0131 kalmas\u0131n\u0131 bekliyorlar. D\u00f6vizde d\u00fc\u015f\u00fc\u015f e\u011filimini ve faizlerde ay\u0131-d\u00fczle\u015fme e\u011filimini (uzun vadeli faizlerin k\u0131sa vadeden daha h\u0131zl\u0131 y\u00fckselmesi) s\u00fcrd\u00fcr\u00fcyorlar.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Endonezya\u2019da alarm zilleri: \u00d6nden y\u00fcklemeli harcamalar 2026 ba\u015f\u0131 mali g\u00f6r\u00fcn\u00fcm\u00fc zay\u0131flatt\u0131; birincil denge a\u00e7\u0131\u011fa d\u00f6nd\u00fc. Rupi ay\u0131 g\u00f6r\u00fcn\u00fcmde; artan enerji ithalat\u0131, cari a\u00e7\u0131k, uzun faizlerde yukar\u0131 bask\u0131.<\/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-46327","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\/46327","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=46327"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/46327\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=46327"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=46327"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=46327"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}