Goldman Sachs, ABD Ba\u015fkan\u0131 Trump’\u0131n k\u00fcresel piyasalar\u0131 alt\u00fcst eden tarifeleri a\u00e7\u0131klamas\u0131ndan hemen \u00f6nce hedge fonlar\u0131n\u0131n ge\u00e7en hafta k\u00fcresel hisse senetlerini elden \u00e7\u0131kard\u0131\u011f\u0131n\u0131 ve bunlar\u0131n d\u00fc\u015fece\u011fine dair pozisyonlar ald\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump’\u0131n hafta sonu Kanada, Meksika ve \u00c7in’e kapsaml\u0131 tarifeler a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan k\u00fcresel hisse senetleri Pazartesi g\u00fcn\u00fc d\u00fc\u015ft\u00fc ve bu a\u00e7\u0131klamalar, uluslararas\u0131 ekonomik b\u00fcy\u00fcmeyi s\u0131n\u0131rlayabilecek bir ticaret sava\u015f\u0131n\u0131 ba\u015flatt\u0131.<\/p>\n
Asya’n\u0131n geli\u015fmi\u015f pazarlar\u0131 sat\u0131\u015flardan muaf kald\u0131 <\/b><\/p>\n
Goldman Sachs yay\u0131nlad\u0131\u011f\u0131 ara\u015ft\u0131rma notunda, hedge fonlar\u0131n Cuma g\u00fcn\u00fc sona eren bir haftal\u0131k s\u00fcrede Asya’daki geli\u015fmi\u015f pazarlar hari\u00e7 her co\u011frafi b\u00f6lgedeki hisse senedi varl\u0131klar\u0131n\u0131 satt\u0131klar\u0131n\u0131 belirtti.<\/p>\n
Banka, sat\u0131\u015f\u0131n A\u011fustos ay\u0131nda, yen carry i\u015flemlerinin sona ermesiyle ba\u015flayan borsa \u00e7\u00f6k\u00fc\u015f\u00fcn\u00fcn ABD teknoloji hisselerine yans\u0131mas\u0131ndan bu yana en b\u00fcy\u00fc\u011f\u00fc oldu\u011funu s\u00f6yledi.<\/p>\n
Hedge fonlar\u0131 hemen t\u00fcm sekt\u00f6rlerde sat\u0131\u015fa ge\u00e7ti ancak en yo\u011fun sat\u0131\u015flar sanayi, perakendecilik, enerji ve ileti\u015fim hizmetleri sekt\u00f6rlerinde ger\u00e7ekle\u015fti.<\/p>\n
Sanayi sekt\u00f6r\u00fcnde d\u00fc\u015f\u00fc\u015f beklentisi g\u00fc\u00e7l\u00fc <\/b><\/p>\n
Goldman verilerine g\u00f6re, sanayi sekt\u00f6r\u00fc hisselerinde d\u00fc\u015f\u00fc\u015f ya\u015fanaca\u011f\u0131 y\u00f6n\u00fcnde al\u0131nan k\u0131sa pozisyonlar, bu sekt\u00f6r\u00fcn y\u00fckselece\u011fine y\u00f6nelik uzun pozisyon say\u0131s\u0131n\u0131n neredeyse iki kat\u0131na yakla\u015ft\u0131.<\/p>\n
Goldman Sachs, hedge fonlar\u0131n\u0131n de\u011ferlerin y\u00fckselece\u011fine y\u00f6nelik pozisyon ald\u0131\u011f\u0131 tek sekt\u00f6r\u00fcn gayrimenkul sekt\u00f6r\u00fc oldu\u011funu s\u00f6yledi. Banka, hedge fonlar\u0131n\u0131n burada d\u00f6rd\u00fcnc\u00fc hafta \u00fcst \u00fcste ve iki ay\u0131n en h\u0131zl\u0131 temposunda hisse senedi sat\u0131n ald\u0131\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n
Gayrimenkul, enflasyondan fayda sa\u011fl\u0131yor <\/b><\/p>\n
Erlen Capital Management’ta y\u00f6netici direkt\u00f6r olan Bruno Schneller, “Gayrimenkul genellikle enflasyonist ortamlarda iyi performans g\u00f6sterir, \u00e7\u00fcnk\u00fc m\u00fclk de\u011ferleri ve kiralar enflasyonla birlikte y\u00fckselme e\u011filimindedir,” dedi.<\/p>\n
Schneller, “Ticaret sava\u015flar\u0131 daha y\u00fcksek ithalat maliyetlerine ve daha geni\u015f enflasyonist bask\u0131lara (g\u00fcmr\u00fck vergileri yoluyla) yol a\u00e7arsa, gayrimenkul a\u015f\u0131nan sat\u0131n alma g\u00fcc\u00fcne kar\u015f\u0131 daha da cazip bir hedge haline gelir.” de\u011ferlendirmesinde bulundu.<\/p>\n\n
<\/p>\n
Kaynak :\u00a0https:\/\/www.bloomberght.com\/hedge-fonlar-hisse-senetlerinde-satisa-gecti-3740687<\/span><\/p>\n","protected":false},"excerpt":{"rendered":" Goldman Sachs, Trump’\u0131n tarifeleri a\u00e7\u0131klamas\u0131ndan hemen \u00f6nce hedge fonlar\u0131n\u0131n ge\u00e7en hafta k\u00fcresel hisse senetleri piyasalar\u0131nda sat\u0131\u015fa ge\u00e7ti\u011fini a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":25781,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[3049,400],"manset":[],"class_list":["post-25780","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-hedge-fonlari","tag-hisse"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/25780","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=25780"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/25780\/revisions"}],"predecessor-version":[{"id":25782,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/25780\/revisions\/25782"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/25781"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=25780"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=25780"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=25780"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=25780"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}