{"id":12080,"date":"2024-09-21T18:48:06","date_gmt":"2024-09-21T18:48:06","guid":{"rendered":"https:\/\/kamucalisanlari.net\/?p=12080"},"modified":"2024-09-21T18:48:06","modified_gmt":"2024-09-21T18:48:06","slug":"jpmorgan-ozkan-batidan-turkiyeye-henuz-stratejik-olarak-ilgi-gormuyoruz","status":"publish","type":"post","link":"https:\/\/kamucalisanlari.net\/index.php\/2024\/09\/21\/jpmorgan-ozkan-batidan-turkiyeye-henuz-stratejik-olarak-ilgi-gormuyoruz\/","title":{"rendered":"JPMorgan\/\u00d6zkan: Bat\u0131dan T\u00fcrkiye’ye hen\u00fcz stratejik olarak ilgi g\u00f6rm\u00fcyoruz"},"content":{"rendered":"
\n

CEREN D\u0130LEK\u00c7\u0130 K\u00d6SEO\u011eLU\/LONDRA<\/strong><\/p>\n

Londra’da d\u00fczenlenen Invest in Turkiye forumunda konu\u015fan JPMorgan Y\u00f6netici Direkt\u00f6r\u00fc G\u00f6khan \u00d6zkan, T\u00fcrkiye’ye son d\u00f6nemde sabit getirili menkul k\u0131ymet taraf\u0131nda artan ilgi oldu\u011funu ayn\u0131 zamanda para ak\u0131\u015f\u0131n\u0131n h\u0131zland\u0131\u011f\u0131n\u0131 s\u00f6yledi. Di\u011fer yandan mevduat faizlerinin carry trade f\u0131rsat\u0131 sunarken sermaye piyasalar\u0131 ile birle\u015fme sat\u0131n alma aktivitesini olumsuz etkiledi\u011fine dikkat \u00e7ekti.<\/p>\n

\u00d6zkan, T\u00fcrkiye’de birle\u015fme sat\u0131n alma aktivitesine bak\u0131ld\u0131\u011f\u0131nda 2004-2014 y\u0131llar\u0131 aras\u0131nda T\u00fcrkiye’ye a\u011f\u0131rl\u0131kl\u0131 olarak Avrupa, Kuzey Amerika ve Asya’dan ilgi olurken son 10 y\u0131lda volatiliteye ba\u011fl\u0131 olarak Ortado\u011fu’dan daha fazla ilgili oldu\u011funu belirtti.<\/p>\n<\/div>\n

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T\u00fcrkiye’nin birle\u015fme sat\u0131n alma aktivitesi ba\u011flam\u0131nda yeteri doygunlu\u011fa ula\u015fmad\u0131\u011f\u0131n\u0131 kaydeden \u00d6zkan’a g\u00f6re bu durum hisse senedi ve sabit getirili menkul k\u0131ymetler piyasas\u0131na da yans\u0131yor.<\/p>\n

“Enflasyon kontrol alt\u0131na al\u0131n\u0131rsa \u00e7ok daha iyimser olaca\u011f\u0131z”<\/strong><\/b><\/p>\n

JPMorgan Y\u00f6netici Direkt\u00f6r\u00fc \u00d6zkan, “Arac\u0131l\u0131k etti\u011fimiz Rabobank Grubu’nun, T\u00fcrkiye’deki i\u015ftirakinin sat\u0131\u015f\u0131nda yerel oyuncular, fintek \u015firketleri, holdingler, bir ya da iki Ortado\u011fulu ya da Asyal\u0131 \u015firket ilgi g\u00f6sterdi. Bat\u0131dan hen\u00fcz stratejik olarak ilgi g\u00f6rm\u00fcyoruz” diye konu\u015ftu.<\/p>\n

Ortodoks ekonomik politikalara d\u00f6n\u00fc\u015f ve dezenflasyonla birlikte aktivitenin yeniden canlanmas\u0131n\u0131 beklediklerini kaydeden JPMorgan Y\u00f6netici Direkt\u00f6r\u00fc \u00d6zkan, “Bu s\u00fcre\u00e7 geride kald\u0131\u011f\u0131nda Bat\u0131 piyasalar\u0131 da ilgi g\u00f6sterecek. Fakat bu ger\u00e7ekle\u015fene kadar Ortado\u011fu’nun kilit pazar oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyoruz. Enflasyon kontrol alt\u0131na al\u0131n\u0131rsa T\u00fcrkiye’ye ili\u015fkin 2025-2026’da \u00e7ok daha iyimser olaca\u011f\u0131z” dedi.<\/p>\n<\/div>\n<\/p>\n

<\/p>\n

Kaynak :\u00a0https:\/\/www.bloomberght.com\/jpmorganozkan-batidan-turkiye-ye-henuz-stratejik-olarak-ilgi-gormuyoruz-2360576<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

JPMorgan Y\u00f6netici Direkt\u00f6r\u00fc G\u00f6khan \u00d6zkan, T\u00fcrkiye’nin birle\u015fme sat\u0131n alma aktivitesinde son d\u00f6nemde artan Orta Do\u011fu ilgisine dikkat \u00e7ekerek hen\u00fcz Bat\u0131dan stratejik olarak ilgi g\u00f6rmediklerini s\u00f6yledi.<\/p>\n","protected":false},"author":1,"featured_media":12081,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[1794],"manset":[],"class_list":["post-12080","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-ilgi"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/12080","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/comments?post=12080"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/12080\/revisions"}],"predecessor-version":[{"id":12082,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/12080\/revisions\/12082"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/12081"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=12080"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=12080"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=12080"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=12080"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}