Deutsche Bank T\u00fcrkiye CEO\u2019su Orhan \u00d6zalp Bloomberg HT\u2019ye g\u00fcndeme dair de\u011ferlendirmelerde bulundu.<\/p>\n
Trump\u2019un belirsizliklerine de\u011finen \u00d6zalp, \u201cK\u00fcreselde Trump\u2018la ilgili \u00e7ok daha agresif bir beklenti vard\u0131. G\u00f6reve gelmeden \u00f6ncesine bakt\u0131\u011f\u0131m\u0131zda Amerikan 10 y\u0131ll\u0131klar\u0131nda da piyasa \u00e7ok daha agresif tarife politikas\u0131 uygulanmas\u0131n\u0131 g\u00fcmr\u00fck vergilerinin de enflasyonist bir bask\u0131 olu\u015fturaca\u011f\u0131 endi\u015fe ediliyordu ancak 10 g\u00fcnl\u00fck s\u00fcre\u00e7te Trump\u2018\u0131n baz\u0131 konularda o kadar da agresif olmayaca\u011f\u0131 ama jeopolitik tarafta da tahmin edilenden, al\u0131\u015f\u0131lm\u0131\u015f normlar\u0131n \u00e7ok daha \u00f6tesinde davranabilece\u011fini g\u00f6rd\u00fck\u201d dedi.<\/p>\n
Teknolojinin de son geli\u015fmelerden sonra belirsizlikler aras\u0131na yer ald\u0131\u011f\u0131n\u0131 s\u00f6yleyen \u00d6zalp, \u201c’Teknolojik olarak Amerika\u2019n\u0131n \u00fcst\u00fcnl\u00fc\u011f\u00fc devam edecek mi etmeyecek mi?’ g\u00fcndemde yo\u011fun olarak takip edilen konulardan oldu\u201d diye ekledi.<\/p>\n
Avrupa\u2019da T\u00fcrkiye\u2019nin \u00f6nemine dikkat \u00e7eken \u00d6zalp konu\u015fmas\u0131na \u015f\u00f6yle devam etti:<\/p>\n
\u201cAlman se\u00e7imleri Avrupa a\u00e7\u0131s\u0131ndan \u00f6nemli. Avrupa\u2019n\u0131n g\u00fc\u00e7 ekseninin Polonya ve \u0130talya\u2019daki g\u00fc\u00e7l\u00fc liderler etraf\u0131nda, Almanya\u2019n\u0131n devam edip etmemesi \u00f6nemli bir fakt\u00f6r. Teknoloji anlam\u0131ndaki b\u00fcrokrasi i\u015flerin yava\u015fl\u0131\u011f\u0131 ve uzunlu\u011fu Almanya politikas\u0131n\u0131 belirleyici bir g\u00fc\u00e7 olarak \u015fekilde tekrar dizayn edilmesi gerekiyor. Avrupa Birli\u011fi\u2019nin ihracat\u0131m\u0131z\u0131n y\u00fczde 50\u2019sine tekab\u00fcl eden a\u011f\u0131rl\u0131\u011fa sahip bizim en \u00f6nemli d\u0131\u015f ticaret partnerimiz de Avrupa Birli\u011fi olarak kar\u015f\u0131m\u0131za \u00e7\u0131k\u0131yor. Avrupa Birli\u011fi\u2019nin tekrar h\u0131zl\u0131ca b\u00fcy\u00fcmeye ge\u00e7mesi, Almanya d\u00e2hil baz\u0131 \u00fclkelerin ikinci veya \u00fc\u00e7\u00fcnc\u00fc y\u0131l resesyonu engellemesi T\u00fcrkiye i\u00e7inde \u00f6nemli olacak.\u201d<\/p>\n
\u201cYabanc\u0131 yat\u0131r\u0131mc\u0131lar T\u00fcrkiye\u2019yi radar\u0131na ald\u0131\u201d <\/b><\/p>\n
\u00d6zalp yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n T\u00fcrkiye\u2019ye ilgisinin artt\u0131\u011f\u0131n\u0131 belirterek s\u00f6zlerine \u015f\u00f6yle devam etti:<\/p>\n
\u201c\u00d6zellikle aral\u0131k ay\u0131ndaki Merkez Bankas\u0131 toplant\u0131s\u0131 sonras\u0131 aral\u0131k ay\u0131 gelen enflasyon rakamlar\u0131 asgari \u00fccrete yap\u0131lan zam oran\u0131 yabanc\u0131 yat\u0131r\u0131mc\u0131lara her ge\u00e7en g\u00fcn daha fazla ikna olmaya ve T\u00fcrkiye\u2019deki a\u011f\u0131rl\u0131klar\u0131n\u0131 artt\u0131rmaya ikna etti. Son 15 g\u00fcnd\u00fcr \u00f6zellikle bono piyasas\u0131nda 2015- 2016\u2019dan beri g\u00f6rmedi\u011fimiz belli fonlar\u0131n T\u00fcrkiye\u2019ye tekrar yat\u0131r\u0131m yapt\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz. Merkez Bankas\u0131 Ocak toplant\u0131s\u0131ndan sonra k\u0131sa vade pozisyonlar\u0131 da almaya ba\u015flad\u0131lar. T\u00fcrkiye uzunca bir s\u00fcreden sonra k\u00fcst\u00fcrd\u00fc\u011f\u00fc yabanc\u0131 yat\u0131r\u0131mc\u0131y\u0131 ikna etmi\u015f durumda ge\u00e7en y\u0131l T\u00fcrkiye\u2019yi radarlar\u0131n\u0131 alm\u0131\u015flard\u0131.”<\/p>\n\n
<\/p>\n
Kaynak :\u00a0https:\/\/www.bloomberght.com\/deutsche-bankozalp-yabanci-yatirimcinin-turkiye-ye-ilgisi-artti-3740304<\/span><\/p>\n","protected":false},"excerpt":{"rendered":" Deutsche Bank T\u00fcrkiye CEO’su Orhan \u00d6zalp Bloomberg HT’ye “T\u00fcrkiye uzunca bir s\u00fcreden sonra k\u00fcst\u00fcrd\u00fc\u011f\u00fc yabanc\u0131 yat\u0131r\u0131mc\u0131y\u0131 ikna etmi\u015f durumda ge\u00e7en y\u0131l T\u00fcrkiye’yi radarlar\u0131n\u0131 alm\u0131\u015flard\u0131. Yabanc\u0131 yat\u0131r\u0131mc\u0131n\u0131n ilgisi art\u0131yor, k\u0131sa vadede de pozisyon almaya ba\u015flad\u0131lar” dedi.<\/p>\n","protected":false},"author":1,"featured_media":25317,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[458,557,3010,95,130],"manset":[],"class_list":["post-25316","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-avrupa","tag-gun","tag-ozalp","tag-turkiye","tag-yatirim"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/25316","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=25316"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/25316\/revisions"}],"predecessor-version":[{"id":25318,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/25316\/revisions\/25318"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/25317"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=25316"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=25316"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=25316"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=25316"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}