{"id":51398,"date":"2026-07-22T00:29:43","date_gmt":"2026-07-22T00:29:43","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/guney-kore-24-saatlik-islemlerin-baslamasi-ve-2027de-erisimin-genislemesiyle-wonun-uluslararasilasmasina-yonelik-yol-haritasini-ciziyor\/"},"modified":"2026-07-22T00:29:43","modified_gmt":"2026-07-22T00:29:43","slug":"guney-kore-24-saatlik-islemlerin-baslamasi-ve-2027de-erisimin-genislemesiyle-wonun-uluslararasilasmasina-yonelik-yol-haritasini-ciziyor","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/guney-kore-24-saatlik-islemlerin-baslamasi-ve-2027de-erisimin-genislemesiyle-wonun-uluslararasilasmasina-yonelik-yol-haritasini-ciziyor\/","title":{"rendered":"G\u00fcney Kore, 24 saatlik i\u015flemlerin ba\u015flamas\u0131 ve 2027\u2019de eri\u015fimin geni\u015flemesiyle wonun uluslararas\u0131la\u015fmas\u0131na y\u00f6nelik yol haritas\u0131n\u0131 \u00e7iziyor"},"content":{"rendered":"

G\u00fcney Kore, temmuz ba\u015f\u0131nda 24 saatlik d\u00f6viz (FX) i\u015flemlerinin ba\u015flamas\u0131n\u0131n ard\u0131ndan wonun (KRW) uluslararas\u0131la\u015fmas\u0131na y\u00f6nelik bir yol haritas\u0131 a\u00e7\u0131klad\u0131. Paket, offshore eri\u015fimi geni\u015fletmeyi ve onshore piyasalarda kat\u0131l\u0131m taban\u0131n\u0131 b\u00fcy\u00fctmeyi hedefleyen ad\u0131mlar i\u00e7eriyor. Ocak 2027\u2019den itibaren yabanc\u0131 kat\u0131l\u0131mc\u0131lar, \u00f6nceden kay\u0131tl\u0131 yabanc\u0131 kurumlarla s\u0131n\u0131rs\u0131z KRW i\u015flemi ger\u00e7ekle\u015ftirebilecek. Bu de\u011fi\u015fime; i\u015flemlerin b\u00fcy\u00fck \u00e7o\u011funlu\u011fu i\u00e7in bildirim y\u00fck\u00fcml\u00fcl\u00fcklerinin kald\u0131r\u0131lmas\u0131 ve yabanc\u0131lar\u0131n G\u00fcney Kore\u2019de KRW hesab\u0131 a\u00e7ma zorunlulu\u011funun sona erdirilmesi e\u015flik ediyor.<\/p>\n

S\u00f6z konusu paket, offshore likiditenin derinle\u015fmesini ve para biriminin s\u0131n\u0131r \u00f6tesi kullan\u0131m\u0131n\u0131n kolayla\u015fmas\u0131n\u0131 ama\u00e7l\u0131yor. Bu da zaman i\u00e7inde KRW risk primini d\u00fc\u015f\u00fcrebilir ve G\u00fcney Kore varl\u0131klar\u0131na eri\u015fimi iyile\u015ftirebilir. Artan likidite, daha d\u00fc\u015f\u00fck kur oynakl\u0131\u011f\u0131yla daha b\u00fcy\u00fck yat\u0131r\u0131m ve k\u00e2r transferi (repatriation) ak\u0131mlar\u0131na da alan a\u00e7abilir. Ayr\u0131 olarak, ihracat\u00e7\u0131 kaynakl\u0131 ABD dolar\u0131 sat\u0131\u015flar\u0131yla USD\/KRW 1.478 seviyesine gerilerken, yol haritas\u0131 KRW\u2019nin zamanla k\u00fcresel risk i\u015ftah\u0131ndaki de\u011fi\u015fimlere daha duyarl\u0131 hale gelebilece\u011fine i\u015faret ediyor.<\/p>\n

KRW\u2019nin Uluslararas\u0131la\u015fmas\u0131 Ortam\u0131nda T\u00fcrev Yat\u0131r\u0131mc\u0131lar\u0131 \u0130\u00e7in F\u0131rsatlar<\/h3>\n

G\u00fcney Kore wonunda (KRW), kapsaml\u0131 kamu reformlar\u0131n\u0131n finansal g\u00f6r\u00fcn\u00fcm\u00fc yeniden \u015fekillendirmeye ba\u015flad\u0131\u011f\u0131 bir d\u00f6nemde olduk\u00e7a cazip bir tablo g\u00f6r\u00fcyoruz. USD\/KRW\u2019nin ihracat\u00e7\u0131lar\u0131n dolar sat\u0131\u015flar\u0131yla son d\u00f6nemde 1.478\u2019e gev\u015femesiyle piyasa, Ocak 2027\u2019deki kritik serbestle\u015fmeye aktif bi\u00e7imde haz\u0131rlan\u0131yor. T\u00fcrev yat\u0131r\u0131mc\u0131lar\u0131na, \u00f6n\u00fcm\u00fczdeki haftalarda stratejik \u201cwon uzun\u201d pozisyonlar\u0131 olu\u015fturmak i\u00e7in mevcut fiyatlama penceresinden yararlanmalar\u0131n\u0131 \u00f6neriyoruz.<\/p>\n

Pozitif beklentimiz, G\u00fcney Kore\u2019nin FTSE World Government Bond Index (WGBI) kapsam\u0131na al\u0131nma s\u00fcrecinin devam etmesiyle de destekleniyor. Bu s\u00fcrecin yakla\u015f\u0131k 50-60 milyar dolarl\u0131k istikrarl\u0131 yabanc\u0131 giri\u015fini tetiklemesi bekleniyor. Bu \u00f6l\u00e7ekteki yap\u0131sal talep, orta vadede USD\/KRW\u2019yi do\u011fal olarak a\u015fa\u011f\u0131 \u00e7ekebilir. Yabanc\u0131 sermayenin yerel piyasaya ak\u0131n\u0131ndan \u00f6nce tarihsel olarak y\u00fcksek seviyeleri sabitlemek ad\u0131na uzun vadeli FX forwardlar\u0131n kullan\u0131lmas\u0131n\u0131 \u00f6neriyoruz.<\/p>\n

Serbestle\u015fen FX Piyasas\u0131nda Risk Y\u00f6netimi ve \u0130\u015flem Stratejileri<\/h3>\n

Bununla birlikte, daha fazla uluslararas\u0131la\u015fma wonun k\u00fcresel risk dalgalanmalar\u0131na kar\u015f\u0131 duyarl\u0131l\u0131\u011f\u0131n\u0131 da belirgin \u015fekilde art\u0131racakt\u0131r. Bu ortamda, basit spot pozisyonlar yerine opsiyon yap\u0131lar\u0131yla oynakl\u0131k al\u0131m-sat\u0131m\u0131n\u0131 \u00f6neriyoruz. Paran\u0131n de\u011fer kazan\u0131m\u0131n\u0131 yakalarken ani k\u00fcresel piyasa paniklerine kar\u015f\u0131 korunmak i\u00e7in, USD\/KRW put opsiyonlar\u0131 al\u0131p bunu \u201cout-of-the-money\u201d call satarak finanse etmek uygun bir yap\u0131 sunabilir.<\/p>\n

Ayr\u0131ca, karma\u015f\u0131k bildirim kurallar\u0131n\u0131n kald\u0131r\u0131lmas\u0131 offshore likiditeyi \u015fimdiden art\u0131r\u0131yor. Yabanc\u0131 kurumlar\u0131n piyasaya do\u011frudan eri\u015fim kazanmas\u0131yla birlikte, \u00f6n\u00fcm\u00fczdeki haftalarda cross-currency swap spreadlerinin belirgin \u015fekilde daralmas\u0131n\u0131 bekliyoruz. Yat\u0131r\u0131mc\u0131lar\u0131n, bu yap\u0131sal likidite iyile\u015fmelerini \u00f6nden fiyatlamak i\u00e7in KRW faiz swaplar\u0131nda erken pozisyonlanmay\u0131 de\u011ferlendirmesi gerekir.<\/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":"

S\u00fcrpriz hamle: G\u00fcney Kore, 24 saat FX sonras\u0131 KRW\u2019yi k\u00fcreselle\u015ftirecek yol haritas\u0131n\u0131 devreye ald\u0131. 2027\u2019de s\u0131n\u0131rs\u0131z i\u015flemler, daha d\u00fc\u015f\u00fck prim\/oynakl\u0131k, WGBI giri\u015fleriyle USD\/KRW\u2019de d\u00fc\u015f\u00fc\u015f beklentisi.<\/p>\n","protected":false},"author":87,"featured_media":50308,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-51398","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\/51398","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=51398"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/51398\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/50308"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=51398"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=51398"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=51398"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}