{"id":51018,"date":"2026-07-16T07:29:09","date_gmt":"2026-07-16T07:29:09","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/guney-korede-m2-buyumesi-mayista-hizlandi-wonu-guclendirirken-kore-merkez-bankasi-uzerindeki-sikilasma-baskisini-artirdi\/"},"modified":"2026-07-16T07:29:09","modified_gmt":"2026-07-16T07:29:09","slug":"guney-korede-m2-buyumesi-mayista-hizlandi-wonu-guclendirirken-kore-merkez-bankasi-uzerindeki-sikilasma-baskisini-artirdi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/guney-korede-m2-buyumesi-mayista-hizlandi-wonu-guclendirirken-kore-merkez-bankasi-uzerindeki-sikilasma-baskisini-artirdi\/","title":{"rendered":"G\u00fcney Kore\u2019de M2 B\u00fcy\u00fcmesi May\u0131s\u2019ta H\u0131zland\u0131; Won\u2019u G\u00fc\u00e7lendirirken Kore Merkez Bankas\u0131 \u00dczerindeki S\u0131k\u0131la\u015fma Bask\u0131s\u0131n\u0131 Art\u0131rd\u0131"},"content":{"rendered":"

G\u00fcney Kore\u2019nin para arz\u0131 art\u0131\u015f\u0131 May\u0131s ay\u0131nda h\u0131zland\u0131; izlenen agregat y\u0131ll\u0131k bazda %9,2 y\u00fckseldi. Bu oran, \u00f6nceki aydaki %8,1\u2019lik art\u0131\u015fla k\u0131yasland\u0131.<\/p>\n

Son veri, ay i\u00e7inde yurt i\u00e7i likidite ko\u015fullar\u0131nda daha h\u0131zl\u0131 bir geni\u015flemeye i\u015faret ediyor. B\u00fclten i\u00e7inde ek bir k\u0131r\u0131l\u0131m payla\u015f\u0131lmad\u0131.<\/p>\n

Para Arz\u0131 B\u00fcy\u00fcmesi ve Kore Wonu \u00dczerindeki Etkileri<\/h3>\n

G\u00fcney Kore\u2019nin M2 para arz\u0131nda May\u0131s ay\u0131nda y\u0131ll\u0131k bazda %9,2\u2019ye s\u0131\u00e7rayan dikkat \u00e7ekici bir art\u0131\u015f g\u00f6r\u00fcyoruz. Nisan\u2019daki %8,1 seviyesinden gelen bu h\u0131zlanma, finansal sisteme kayda de\u011fer miktarda yeni likidite girdi\u011fine i\u015faret ediyor. Bu t\u00fcr h\u0131zl\u0131 b\u00fcy\u00fcme \u00e7o\u011fu zaman enflasyonda canlanman\u0131n \u00f6nc\u00fcl\u00fc olur ve merkez bankas\u0131 \u00fczerinde ad\u0131m atma bask\u0131s\u0131 yarat\u0131r.<\/p>\n

Bu veri, para birimi arz\u0131ndaki art\u0131\u015f\u0131n de\u011ferini seyreltebilmesi nedeniyle Kore Wonu a\u00e7\u0131s\u0131ndan potansiyel bir zay\u0131fl\u0131\u011fa i\u015faret ediyor. ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) g\u00f6rece s\u0131k\u0131 duru\u015funu korudu\u011fu bir ortamda, h\u00e2lihaz\u0131rda 1.385 civar\u0131nda i\u015flem g\u00f6ren USD\/KRW paritesi 1.400 diren\u00e7 seviyesini test edebilir. Won\u2019daki olas\u0131 de\u011fer kayb\u0131ndan faydalanmak i\u00e7in USD\/KRW \u00fczerinde al\u0131m (call) opsiyonlar\u0131 de\u011ferlendirilebilir.<\/p>\n

Hisse Senetleri ve Tahviller: Piyasa Etkisi ve Yat\u0131r\u0131m Stratejileri<\/h3>\n

Hisse piyasas\u0131 a\u00e7\u0131s\u0131ndan tablo kar\u0131\u015f\u0131k olmakla birlikte temkinli duru\u015fu destekliyor. Likidite ilk etapta KOSPI 200\u2019\u00fc destekleyebilse de, enflasyonla m\u00fccadele i\u00e7in Kore Merkez Bankas\u0131\u2019n\u0131n (BOK) faiz art\u0131r\u0131m\u0131na gitme olas\u0131l\u0131\u011f\u0131n\u0131n g\u00fc\u00e7lenmesi hisse senetleri i\u00e7in \u00f6nemli bir r\u00fczg\u00e2r kar\u015f\u0131t\u0131 olu\u015fturuyor. Oynakl\u0131\u011f\u0131n artmas\u0131n\u0131 bekliyoruz ve olas\u0131 bir piyasa geri \u00e7ekilmesine kar\u015f\u0131 koruma amac\u0131yla KOSPI 200 vadeli kontratlar\u0131nda sat\u0131m (put) opsiyonlar\u0131 al\u0131m\u0131n\u0131 de\u011ferlendiriyoruz.<\/p>\n

En do\u011frudan etkinin tahvil piyasas\u0131nda hissedilmesi muhtemel, zira BOK\u2019un bir sonraki ad\u0131m\u0131 art\u0131k kritik odak noktas\u0131. T\u00dcFE\u2019nin %2,9\u2019a i\u015faret eden son enflasyon verisi BOK\u2019u zaten zorlu bir konuma sokarken, para arz\u0131ndaki bu s\u0131\u00e7rama mevcut %3,50 seviyesinden faiz art\u0131\u015f\u0131 y\u00f6n\u00fcndeki bask\u0131y\u0131 art\u0131racakt\u0131r. Merkez bankas\u0131n\u0131n daha \u015fahin bir patikaya i\u015faret etmesi h\u00e2linde fiyatlar\u0131n gerileyebilece\u011fi beklentisiyle Kore Hazine Tahvili (KTB) vadeli kontratlar\u0131nda k\u0131sa (short) pozisyon f\u0131rsat\u0131 g\u00f6r\u00fcyoruz.<\/p>\n\n\n\n

Hemen i\u015flem yapmaya ba\u015flay\u0131n \u2014 ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in buraya<\/a> t\u0131klay\u0131n.<\/b>\n\n<\/p>","protected":false},"excerpt":{"rendered":"

Dikkat: G\u00fcney Kore\u2019de para arz\u0131 May\u0131s\u2019ta h\u0131zland\u0131! \u0130zlenen agregat y\u0131ll\u0131k %9,2\u2019ye \u00e7\u0131kt\u0131 (Nisan %8,1); likidite art\u0131\u015f\u0131 enflasyon ve BOK faiz bask\u0131s\u0131n\u0131 y\u00fckseltip wonu zay\u0131flatabilir.<\/p>\n","protected":false},"author":87,"featured_media":50066,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-51018","post","type-post","status-publish","format-standard","has-post-thumbnail","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\/51018","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=51018"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/51018\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/50066"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=51018"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=51018"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=51018"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}