{"id":20322,"date":"2025-05-24T01:12:06","date_gmt":"2025-05-24T01:12:06","guid":{"rendered":"https:\/\/kamucalisanlari.net\/?p=20322"},"modified":"2025-05-24T01:12:06","modified_gmt":"2025-05-24T01:12:06","slug":"hsbc-anketi-gelisen-ulke-varliklarina-istah-azaldi","status":"publish","type":"post","link":"https:\/\/kamucalisanlari.net\/index.php\/2025\/05\/24\/hsbc-anketi-gelisen-ulke-varliklarina-istah-azaldi\/","title":{"rendered":"HSBC anketi: Geli\u015fen \u00fclke varl\u0131klar\u0131na i\u015ftah azald\u0131"},"content":{"rendered":"

HSBC’nin 22 Ekim – 4 Aral\u0131k tarihleri aras\u0131nda 101 kurumdan 101 yat\u0131r\u0131mc\u0131yla yapt\u0131\u011f\u0131 ankete g\u00f6re yat\u0131r\u0131mc\u0131lar 2025’e girerken geli\u015fen piyasalar (EM) i\u00e7in daha temkinli.<\/p>\n

Geli\u015fmekte olan piyasalarda \u00f6n\u00fcm\u00fczdeki \u00fc\u00e7 ayda ‘d\u00fc\u015f\u00fc\u015f’ bekleyen yat\u0131r\u0131mc\u0131lar\u0131n oran\u0131 Eyl\u00fcl anketindeki y\u00fczde 13 seviyesinden neredeyse iki kat\u0131na \u00e7\u0131karak y\u00fczde 23’e y\u00fckseldi.<\/p>\n

Y\u00fckseli\u015f bekleyen yat\u0131r\u0131mc\u0131lar\u0131n oran\u0131 ise y\u00fczde 38’den y\u00fczde 36’ya geriledi. Bu e\u011filime paralel olarak ‘risk i\u015ftah\u0131’ puan\u0131 da 6,2’den 6,1’e d\u00fc\u015ft\u00fc. HSBC’nin \u00f6l\u00e7\u00fcm\u00fcne g\u00f6re EM’de ‘0’ ‘risk yok’ ve ’10’ ‘en y\u00fcksek risk’ anlam\u0131na geliyor.<\/p>\n

\n

Y\u00f6netim alt\u0131ndaki nakit varl\u0131klar y\u00fczde 5,3’ten y\u00fczde 4,4’e d\u00fc\u015ft\u00fc.<\/p>\n

Raporda ABD se\u00e7imlerine at\u0131fta bulunularak “\u00c7o\u011fu geli\u015fen piyasa varl\u0131klar\u0131 2016 se\u00e7imlerine k\u0131yasla bu se\u00e7imlere daha olumlu tepki verdi. Bu tepkinin sebebi \u00c7in ekonomisinin istikrar kazanmas\u0131n\u0131n yans\u0131mas\u0131 olabilir.” ifadeleri yer ald\u0131.<\/p>\n

Ankete g\u00f6re yat\u0131r\u0131mc\u0131lar en b\u00fcy\u00fck a\u015fa\u011f\u0131 y\u00f6nl\u00fc risk olarak Fed ve geli\u015fmi\u015f \u00fclkelerde faizlerin uzun s\u00fcre y\u00fcksek kalmas\u0131n\u0131 g\u00f6r\u00fcyor. Eyl\u00fcl anketinde bir numaral\u0131 risk olarak durgunluk g\u00f6r\u00fcl\u00fcyordu.<\/p>\n<\/div>\n

\n

Yat\u0131r\u0131mc\u0131lar M\u0131s\u0131r, Malezya, G\u00fcney Kore ve T\u00fcrkiye’de yerel para cinsinden tahvillerde daha pozitif g\u00f6r\u00fcn\u00fcm oldu\u011funu belirtti.<\/p>\n

Ankette “daha iyi ekonomik g\u00f6r\u00fcn\u00fcm” beklenen \u00fclkeler aras\u0131nda T\u00fcrkiye, G\u00fcney Kore, Malezya ve M\u0131s\u0131r yer ald\u0131.<\/p>\n<\/div>\n<\/p>\n

<\/p>\n

Kaynak :\u00a0https:\/\/www.bloomberght.com\/hsbc-den-gelisen-piyasa-analizi-3736635<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

HSBC’nin d\u00fczenledi\u011fi anket, 2025’e girerken yat\u0131r\u0131mc\u0131lar\u0131n geli\u015fmekte olan \u00fclke piyasalar\u0131na daha az iyimser bakt\u0131\u011f\u0131n\u0131 ancak tamamen d\u00fc\u015f\u00fc\u015f beklentisinde olmad\u0131\u011f\u0131n\u0131 g\u00f6sterdi. Ankette “daha iyi ekonomik g\u00f6r\u00fcn\u00fcm” beklenen \u00fclkeler aras\u0131nda T\u00fcrkiye de yer ald\u0131.<\/p>\n","protected":false},"author":1,"featured_media":20323,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[241,632],"manset":[],"class_list":["post-20322","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-risk","tag-yatirimcilar"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/20322","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=20322"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/20322\/revisions"}],"predecessor-version":[{"id":20324,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/20322\/revisions\/20324"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/20323"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=20322"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=20322"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=20322"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=20322"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}