Hindistan, ABD dolar\u0131 talebini azaltmak ve rupiyi desteklemek i\u00e7in alt\u0131n ve g\u00fcm\u00fc\u015f ithalat vergilerini %6\u2019dan %15\u2019e y\u00fckseltti. Ama\u00e7, g\u00fc\u00e7l\u00fc k\u0131ymetli maden ithalat\u0131n\u0131n (alt\u0131n-g\u00fcm\u00fc\u015f) b\u00fcy\u00fctt\u00fc\u011f\u00fc d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131n\u0131 daraltmak.<\/p>\n
2026\u2019n\u0131n ilk \u00e7eyre\u011finde toplam ithalat\u0131n %14\u2019\u00fcn\u00fc olu\u015fturan alt\u0131n ve g\u00fcm\u00fc\u015f ithalat\u0131 y\u0131ll\u0131k bazda %146 artt\u0131. Ayn\u0131 d\u00f6nemde k\u00fcresel alt\u0131n ve g\u00fcm\u00fc\u015f fiyatlar\u0131 y\u0131ll\u0131k bazda s\u0131ras\u0131yla %60 ve %161 y\u00fckseldi.<\/p>\n
K\u0131ymetli maden ithalat\u0131ndaki art\u0131\u015f, \u00fclke i\u00e7inde ABD dolar\u0131na olan talebi y\u00fckselterek d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131n\u0131 b\u00fcy\u00fctt\u00fc. Rupi bask\u0131 alt\u0131nda kal\u0131rken USD\/INR kuru rekor seviyelere yak\u0131n seyrediyor. (USD\/INR, 1 ABD dolar\u0131n\u0131n ka\u00e7 Hindistan rupisi etti\u011fini g\u00f6steren d\u00f6viz kurudur.)<\/p>\n
Ba\u015fbakan Narendra Modi, d\u00f6viz rezervlerini korumak i\u00e7in vatanda\u015flardan alt\u0131n al\u0131m\u0131n\u0131 azaltmalar\u0131n\u0131, yak\u0131t t\u00fcketimini d\u00fc\u015f\u00fcrmelerini ve hava yolculu\u011funu s\u0131n\u0131rlamalar\u0131n\u0131 istedi. Hindistan\u2019\u0131n d\u00f6viz rezervleri (merkez bankas\u0131n\u0131n elindeki yabanc\u0131 para ve varl\u0131klar) 1 May\u0131s ile biten haftada %1,1 gerileyerek 690,7 milyar dolara indi.<\/p>\n
USD\/INR %0,1 y\u00fckselerek 95,72\u2019ye \u00e7\u0131kt\u0131 ve \u00fcst \u00fcste d\u00f6rd\u00fcnc\u00fc g\u00fcnl\u00fck art\u0131\u015f\u0131 kaydetti. Yabanc\u0131 yat\u0131r\u0131mc\u0131lar bu hafta \u015fimdiye kadar hisse senetlerinde net 1,6 milyar dolarl\u0131k sat\u0131\u015f yapt\u0131.<\/p>\n
Bu vergi art\u0131\u015f\u0131, \u00f6zellikle d\u00f6viz rezervleri 690,7 milyar dolara gerilerken, para birimini desteklemeye y\u00f6nelik daha geni\u015f ve e\u015fg\u00fcd\u00fcml\u00fc bir \u00e7aban\u0131n ilk ad\u0131m\u0131 olabilir. Modi\u2019nin kamuoyuna yapt\u0131\u011f\u0131 harcama azaltma \u00e7a\u011fr\u0131s\u0131, dolar \u00e7\u0131k\u0131\u015f\u0131n\u0131 k\u0131smaya y\u00f6nelik kararl\u0131l\u0131\u011f\u0131 g\u00fc\u00e7lendiriyor. Piyasada g\u00f6zler \u015fimdi Hindistan Merkez Bankas\u0131\u2019n\u0131n (RBI) bir sonraki toplant\u0131s\u0131na \u00e7evrildi; gecelik swaplarda (bankalar aras\u0131 k\u0131sa vadeli faiz takas\u0131) faiz art\u0131\u015f\u0131 olas\u0131l\u0131\u011f\u0131 %65 olarak fiyatlan\u0131yor. (Faiz art\u0131\u015f\u0131, yerel paray\u0131 destekleyebilir \u00e7\u00fcnk\u00fc yerel varl\u0131klara getiriyi art\u0131r\u0131r.)<\/p>\n
Hindistan hisseleri \u00fczerindeki bask\u0131 da artabilir; yabanc\u0131 yat\u0131r\u0131mc\u0131lar yaln\u0131zca bu hafta 1,6 milyar dolar \u00e7ekti. G\u00fc\u00e7l\u00fc dolar ve olas\u0131 daha y\u00fcksek i\u00e7 faizler, hisse piyasas\u0131 i\u00e7in zor bir ortam yarat\u0131r.<\/p>\n
2013\u2019te \u201ctaper tantrum\u201d d\u00f6neminde (ABD Merkez Bankas\u0131\u2019n\u0131n tahvil al\u0131mlar\u0131n\u0131 azaltaca\u011f\u0131 sinyaliyle geli\u015fen piyasalarda dalgalanma) rupi dolar kar\u015f\u0131s\u0131nda sert de\u011fer kaybetmi\u015fti. O d\u00f6nemde RBI, para birimini dengelemek i\u00e7in sert faiz art\u0131\u015flar\u0131 ve alt\u0131n ithalat\u0131n\u0131 s\u0131n\u0131rlay\u0131c\u0131 ad\u0131mlar atm\u0131\u015ft\u0131. Mevcut hamleler, karar vericilerin benzer bir yakla\u015f\u0131m\u0131 yeniden devreye ald\u0131\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n","protected":false},"excerpt":{"rendered":"
\u015eok hamle: Hindistan, dolar talebini k\u0131smak ve rupiyi savunmak i\u00e7in alt\u0131n-g\u00fcm\u00fc\u015f ithalat vergisini %6\u2019dan %15\u2019e \u00e7\u0131kard\u0131. \u0130thalat %146 artt\u0131; cari a\u00e7\u0131k, rezerv ve USD\/INR bask\u0131s\u0131 b\u00fcy\u00fcyor.<\/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-46650","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\/46650","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=46650"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/46650\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=46650"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=46650"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=46650"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}