{"id":48203,"date":"2026-03-06T08:09:36","date_gmt":"2026-03-06T08:09:36","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/guney-korenin-cari-islemler-fazlasi-1326-milyar-dolara-geriledi-onceki-ay-187-milyar-dolardi\/"},"modified":"2026-03-06T08:09:36","modified_gmt":"2026-03-06T08:09:36","slug":"guney-korenin-cari-islemler-fazlasi-1326-milyar-dolara-geriledi-onceki-ay-187-milyar-dolardi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/guney-korenin-cari-islemler-fazlasi-1326-milyar-dolara-geriledi-onceki-ay-187-milyar-dolardi\/","title":{"rendered":"G\u00fcney Kore\u2019nin cari i\u015flemler fazlas\u0131 13,26 milyar dolara geriledi, \u00f6nceki ay 18,7 milyar dolard\u0131"},"content":{"rendered":"G\u00fcney Kore, ocak ay\u0131nda 13,26 milyar dolarl\u0131k cari fazla kaydetti.  \n\nBu rakam, \u00f6nceki d\u00f6nemdeki 18,7 milyar dolarl\u0131k fazla ile kar\u015f\u0131la\u015ft\u0131r\u0131ld\u0131\u011f\u0131nda daha d\u00fc\u015f\u00fck kald\u0131.\n\nOcak ay\u0131ndaki cari fazla, Aral\u0131k 2025\u2019te g\u00f6r\u00fclen g\u00fc\u00e7l\u00fc 18,7 milyar dolara k\u0131yasla 13,26 milyar dolarda kald\u0131. Bu sert d\u00fc\u015f\u00fc\u015f, G\u00fcney Kore\u2019ye d\u00f6viz giri\u015finin h\u0131z kesti\u011fine i\u015faret ediyor. Bu durum, Kore wonu (KRW) i\u00e7in olumsuz (de\u011fer kayb\u0131 riski artan) bir sinyal.\n\nZay\u0131flayan fazla, kilit ihracat kalemlerinde yava\u015flamaya i\u015faret eden son verilerle de \u00f6rt\u00fc\u015f\u00fcyor. \u00d6rne\u011fin, \u015eubat 2026\u2019ya ili\u015fkin \u00f6nc\u00fc d\u0131\u015f ticaret verileri, yar\u0131 iletken (\u00e7ip) ihracat\u0131n\u0131n y\u0131ll\u0131k bazda %4,5 geriledi\u011fini g\u00f6sterdi; bu, bir y\u0131l\u0131 a\u015fk\u0131n s\u00fcrenin ilk d\u00fc\u015f\u00fc\u015f\u00fc. Bu da so\u011fuma e\u011filimini do\u011fruluyor ve ocak verisinin tek seferlik olmad\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnd\u00fcr\u00fcyor.\n\nBu \u00e7er\u00e7evede, \u00f6n\u00fcm\u00fczdeki haftalarda wonun zay\u0131flamas\u0131ndan faydalanabilecek stratejiler g\u00fcndeme gelebilir. \u00d6rne\u011fin USD\/KRW al\u0131m opsiyonu (call: kur belirli bir seviyenin \u00fczerine \u00e7\u0131kt\u0131\u011f\u0131nda kazan\u00e7 sa\u011flayan opsiyon) almak veya KRW vadeli i\u015flem kontrat\u0131 (futures: belirli bir tarihte \u00f6nceden belirlenen fiyattan al\u0131m-sat\u0131m taahh\u00fcd\u00fc) satmak, kurda ek de\u011fer kayb\u0131na kar\u015f\u0131 pozisyon almak i\u00e7in kullan\u0131labilir. Piyasa da bunu k\u0131smen fiyatl\u0131yor: USD\/KRW kuru son bir ayda yakla\u015f\u0131k 1.310\u2019dan 1.345\u2019e y\u00fckseldi.\n\n\u0130hracattaki yava\u015flama, b\u00fcy\u00fck ihracat\u00e7\u0131lar\u0131n a\u011f\u0131rl\u0131kta oldu\u011fu KOSPI 200 endeksi \u00fczerinde de bask\u0131 yaratabilir. Bu riske kar\u015f\u0131 KOSPI 200 vadeli kontratlar\u0131nda ya da endeksi izleyen borsa yat\u0131r\u0131m fonlar\u0131nda (ETF: endeksi takip eden borsada i\u015flem g\u00f6ren fon) sat\u0131m opsiyonu (put: fiyat d\u00fc\u015f\u00fc\u015f\u00fcnde kazan\u00e7 sa\u011flayan opsiyon) ile korunma (hedge: riski s\u0131n\u0131rlama) d\u00fc\u015f\u00fcn\u00fclebilir. Bu yakla\u015f\u0131m, k\u00fcresel talepte zay\u0131flaman\u0131n tetikleyebilece\u011fi olas\u0131 bir hisse piyasas\u0131 d\u00fc\u015f\u00fc\u015f\u00fcne kar\u015f\u0131 sigorta i\u015flevi g\u00f6rebilir.\n\n2025 ortas\u0131nda benzer bir ihracat zay\u0131fl\u0131\u011f\u0131 ya\u015fanm\u0131\u015f, ard\u0131ndan KOSPI iki ay i\u00e7inde yakla\u015f\u0131k %10 d\u00fczeltme g\u00f6rm\u00fc\u015ft\u00fc. O d\u00f6nemde z\u0131mni oynakl\u0131k (implied volatility: opsiyon fiyatlar\u0131n\u0131n ima etti\u011fi beklenen dalgalanma) h\u0131zla y\u00fckselmi\u015f ve opsiyonla korunmay\u0131 daha pahal\u0131 hale getirmi\u015fti. Bu nedenle, oynakl\u0131k art\u0131\u015f\u0131 beklentisi varsa, korunmay\u0131 daha erken kurmak maliyet a\u00e7\u0131s\u0131ndan avantajl\u0131 olabilir.\n<p>\n\n<p><strong>Hemen i\u015flem yapmaya ba\u015flay\u0131n &#8211; Ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in <a href=\"https:\/\/www.vtmarkets.com\/tr\/trade-now\/\">buraya<\/a> t\u0131klay\u0131n <\/strong> <\/p>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>Alarm zili: G\u00fcney Kore\u2019nin ocak cari fazlas\u0131 13,26 milyar $\u2019a gerileyerek Aral\u0131k\u2019taki 18,7 milyar $\u2019\u0131n alt\u0131nda kald\u0131. \u00c7ip ihracat\u0131 d\u00fc\u015f\u00fcyor; won ve KOSPI\u2019de bask\u0131, hedge ihtimali.<\/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-48203","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\/48203","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=48203"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/48203\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=48203"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=48203"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=48203"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}