Japonya\u2019n\u0131n net yabanc\u0131 tahvil yat\u0131r\u0131m\u0131 Temmuz 2024\u2019te daha da negatife d\u00f6nd\u00fc ve denge \u00a5-811,4 milyar seviyesine geriledi. Bu, \u00f6nceki d\u00f6nemdeki \u00a5-714,4 milyar ile k\u0131yasland\u0131\u011f\u0131nda ay i\u00e7inde daha b\u00fcy\u00fck bir net \u00e7\u0131k\u0131\u015fa i\u015faret ediyor.<\/p>\n
S\u00f6z konusu de\u011fi\u015fim, yurti\u00e7i hesaplar\u0131n \u00f6nceki veriye k\u0131yasla yurtd\u0131\u015f\u0131 bor\u00e7lanma ara\u00e7lar\u0131nda net al\u0131mlar\u0131n\u0131 azaltt\u0131\u011f\u0131n\u0131 veya net sat\u0131\u015flar\u0131n\u0131 art\u0131rd\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Temmuz verisi, \u00f6nceki ayl\u0131k sonuca g\u00f6re negatif e\u011filimin devam etti\u011fine ve a\u00e7\u0131\u011f\u0131n \u00a5-714,4 milyardan \u00a5-811,4 milyara geni\u015fledi\u011fine i\u015faret ediyor.<\/p>\n
Japon yat\u0131r\u0131mc\u0131lar son d\u00f6nemde yabanc\u0131 bor\u00e7lanma ara\u00e7lar\u0131ndaki sat\u0131\u015flar\u0131n\u0131 h\u0131zland\u0131rd\u0131; 24 Temmuz\u2019da sona eren haftada net sat\u0131\u015flar \u00a5-811,4 milyar seviyesine ula\u015ft\u0131. Bir \u00f6nceki haftadaki \u00a5-714,4 milyarl\u0131k \u00e7\u0131k\u0131\u015fa g\u00f6re belirgin art\u0131\u015f, sermayenin Japonya\u2019ya geri akt\u0131\u011f\u0131na dair net bir e\u011filim ortaya koyuyor. Bu agresif geri d\u00f6n\u00fc\u015f\u00fcn, \u00f6n\u00fcm\u00fczdeki haftalarda d\u00f6viz piyasalar\u0131nda Japon Yeni\u2019ni g\u00fc\u00e7l\u00fc tutmas\u0131n\u0131 bekliyoruz.<\/p>\n
T\u00fcrev i\u015flem yapanlar i\u00e7in en do\u011frudan strateji, daha g\u00fc\u00e7l\u00fc bir Yen beklentisiyle JPY al\u0131m (call) opsiyonlar\u0131 sat\u0131n almak. Bu yakla\u015f\u0131m, kal\u0131c\u0131 sermaye geri d\u00f6n\u00fc\u015flerinin \u00e7o\u011fu zaman paritede sert y\u00fckseli\u015flerin \u00f6nc\u00fcs\u00fc oldu\u011funa i\u015faret eden tarihsel verilerle destekleniyor. Japonya Merkez Bankas\u0131 politika normalle\u015fmesini s\u00fcrd\u00fcrd\u00fck\u00e7e, d\u00f6viz opsiyonlar\u0131 piyasas\u0131nda oynakl\u0131\u011f\u0131n artmas\u0131 da beklenmeli.<\/p>\n
Kur piyasalar\u0131n\u0131n \u00f6tesinde, uzun vadeli ABD Hazine tahvili vadeli i\u015flemlerinde k\u0131sa pozisyon alarak sabit getirili t\u00fcrevlere odaklanmak uygun olabilir. ABD bor\u00e7lanma ara\u00e7lar\u0131n\u0131n en b\u00fcy\u00fck yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131ndan biri olan Japonya\u2019n\u0131n geri \u00e7ekilmesiyle, Hazine tahvili getirileri \u00fczerinde yukar\u0131 y\u00f6nl\u00fc bask\u0131n\u0131n artmas\u0131 olas\u0131. Ayr\u0131ca, sermaye hareketlerine ba\u011fl\u0131 olarak yurti\u00e7i faizlerin ayarlanmas\u0131 s\u00fcrecinde Japon Devlet Tahvili (JGB) vadeli i\u015flemlerinde k\u0131sa tarafta i\u015flem almak da y\u00fcksek getiri potansiyeli sunan bir kurgu olarak \u00f6ne \u00e7\u0131k\u0131yor.<\/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":" Alarm zilleri Tokyo\u2019da: Japonya\u2019n\u0131n net yabanc\u0131 tahvil yat\u0131r\u0131m\u0131 Temmuz 2024\u2019te a\u00e7\u0131\u011f\u0131 \u00a5-811,4 milyara ta\u015f\u0131d\u0131. Sermaye yurda d\u00f6n\u00fcyor; Yen g\u00fc\u00e7lenebilir. Tahvil taraf\u0131nda ABD getirileri ve JGB\u2019lerde yukar\u0131 bask\u0131 artabilir.<\/p>\n","protected":false},"author":87,"featured_media":49975,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-52000","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t