Malezya\u2019n\u0131n ihracat\u0131 Nisan\u2019da artt\u0131. Art\u0131\u015fta elektrik ve elektronik \u00fcr\u00fcnlere (E&E: \u00e7ip, devre, bilgisayar par\u00e7as\u0131 gibi) gelen g\u00fc\u00e7l\u00fc talep ve rekor d\u00fczeyde yeniden ihracat (re-export: \u00fclkeye giren mal\u0131n i\u015flenmeden ya da s\u0131n\u0131rl\u0131 i\u015flemle ba\u015fka \u00fclkeye sat\u0131lmas\u0131) etkili oldu. Bu tablo d\u0131\u015f ticaret fazlas\u0131n\u0131 (ihracat\u0131n ithalattan fazla olmas\u0131) b\u00fcy\u00fctt\u00fc. Y\u0131lba\u015f\u0131ndan Nisan\u2019a kadar ihracat art\u0131\u015f\u0131 %19,0 oldu.<\/p>\n
UOB, 2026 ihracat b\u00fcy\u00fcmesi tahminini %2,5\u2019te korudu. Bu oran, Malezya Merkez Bankas\u0131 BNM\u2019nin (Bank Negara Malaysia) +%8,6\u2019l\u0131k \u00f6ng\u00f6r\u00fcs\u00fcn\u00fcn alt\u0131nda. 2025 i\u00e7in tahmin +%6,4. G\u00f6r\u00fcn\u00fcm; jeopolitik risklere, Orta Do\u011fu\u2019da tedarik aksakl\u0131klar\u0131na (tedarik zinciri: mal\u0131n \u00fcretimden m\u00fc\u015fteriye ula\u015fana kadar ge\u00e7ti\u011fi s\u00fcre\u00e7teki ak\u0131\u015f) ve olas\u0131 ABD g\u00fcmr\u00fck vergisi ad\u0131mlar\u0131na ba\u011fland\u0131. Bunlar aras\u0131nda Temmuz\u2019da s\u00fcresi dolacak ge\u00e7ici %10 \u201ck\u00fcresel tarife\u201d (tarife: ithal mala uygulanan vergi) ve \u201cSection 122\u201d ile ilgili geli\u015fmeler (ABD\u2019de ola\u011fan\u00fcst\u00fc ko\u015fullarda ithalata ek vergi getirmeyi m\u00fcmk\u00fcn k\u0131lan yetki) yer ald\u0131.<\/p>\n
Mal ticareti fazlas\u0131 ve beklenen hizmetler fazlas\u0131 (turizm, ta\u015f\u0131mac\u0131l\u0131k, finans gibi kalemlerin toplam\u0131) bu y\u0131l cari dengeyi (\u00fclkenin d\u0131\u015far\u0131yla yapt\u0131\u011f\u0131 t\u00fcm gelir-gider dengesi) destekleyebilir. UOB cari fazla tahminini +38,0 milyar MYR (Malezya ringgiti) olarak verdi. BNM tahmini +45,6 milyar MYR. 2026 ilk \u00e7eyrek ger\u00e7ekle\u015fmesi +15,2 milyar MYR oldu.<\/p>\n
May\u0131s\u2019ta Malezya h\u00fck\u00fcmeti, bozulan tedarik ve azalan stoklar nedeniyle (stok: firmalar\u0131n elindeki haz\u0131r mal ve girdi miktar\u0131) \u00fcreticilerin daha Haziran\u2019da \u00fcretim duru\u015flar\u0131yla kar\u015f\u0131la\u015fabilece\u011fi uyar\u0131s\u0131 yapt\u0131. \u015eirketler alternatif girdi ar\u0131yor; ancak ikame \u00fcr\u00fcnler (ikame: yerine kullan\u0131labilecek malzeme) ge\u00e7 gelebilir ya da gerekli teknik \u00f6zellikleri kar\u015f\u0131lamayabilir.<\/p>\n
ABD Ba\u015fkan\u0131 Trump, 19 May\u0131s\u2019ta, \u0130ran\u2019\u0131n birka\u00e7 g\u00fcn i\u00e7inde ABD \u015fartlar\u0131n\u0131 kabul etmemesi halinde ek ad\u0131mlar gelebilece\u011fini s\u00f6yledi. Bu a\u00e7\u0131klama, 8 Nisan\u2019da var\u0131lan ate\u015fkesin ard\u0131ndan geldi.<\/p>\n","protected":false},"excerpt":{"rendered":"
Malezya ihracat\u0131 Nisan\u2019da E&E talebi ve rekor re-export ile s\u0131\u00e7rad\u0131; d\u0131\u015f ticaret fazlas\u0131 b\u00fcy\u00fcd\u00fc. UOB 2026 tahminini %2,5\u2019te tuttu; jeopolitik riskler ve ABD tarifeleri bask\u0131. Cari denge desteklenebilir.<\/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-47118","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\/47118","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=47118"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/47118\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=47118"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=47118"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=47118"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}