EROL OYTUN ERCAN<\/strong><\/p>\n

Deutsche Bank\u2019\u0131n \u2018CIO Economic Outlook\u2019 toplant\u0131s\u0131nda bankan\u0131n \u00fcst seviye global yat\u0131r\u0131m m\u00fcd\u00fcrleri T\u00fcrkiye\u2019ye tam gaz girmek i\u00e7in erken oldu\u011funu, G\u00fcney Asya\u2019da daha iyi f\u0131rsatlar oldu\u011funu d\u00fc\u015f\u00fcnd\u00fcklerini s\u00f6yledi.<\/p>\n

Deutsche Bank\u2019\u0131n 2021 yat\u0131r\u0131m stratejileri sunumunun yap\u0131ld\u0131\u011f\u0131 toplant\u0131da sorulan “2021’de T\u00fcrkiye i\u00e7in yat\u0131r\u0131m stratejiniz nedir?” sorusuna, Global Yat\u0131r\u0131m M\u00fcd\u00fcr\u00fc Christian Nolting, \u201cKonu\u015fmak i\u00e7in biraz erken oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyorum, T\u00fcrkiye\u2019ye \u015fu an i\u00e7in tam gaz girmek istemiyoruz. \u015eu an G\u00fcney Asya\u2019da daha iyi f\u0131rsatlar oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyoruz.\u201d dedi.<\/p>\n

Siyasetlerde de\u011fi\u015fiklikler g\u00f6rd\u00fcklerini ve bunun kur performans\u0131na da yans\u0131d\u0131\u011f\u0131n\u0131 belirten Nolting, \u201cT\u00fcrkiye\u2019de birtak\u0131m de\u011fi\u015fikliklerin oldu\u011funu g\u00f6r\u00fcyoruz ve bu ileride \u00e7ok ilgi al\u0131ml\u0131 olabilir ancak \u015fu an i\u00e7in de\u011fil. Faiz oranlar\u0131 ve kur taraf\u0131nda biraz daha mutlakl\u0131k g\u00f6rmek istiyoruz.\u201d diye ekledi.<\/p>\n

Deutsche Bank Avrupa ve Asya Yat\u0131r\u0131m M\u00fcd\u00fcr\u00fc Tuan Huynh ise \u201c\u00d6zellikle, s\u0131f\u0131r ya da negatif faizler d\u00fc\u015f\u00fcn\u00fcld\u00fc\u011f\u00fcnde T\u00fcrkiye\u2019de faiz oranlar\u0131 pek ilgi al\u0131ml\u0131. T\u00fcrk Liras\u0131na yat\u0131r\u0131m yapan uygun risk profiline sahip birtak\u0131m m\u00fc\u015fterilerimiz var lakin as\u0131l soru \u015fu: Daha iyi risk getiri f\u0131rsatlar\u0131 g\u00f6r\u00fcyor muyuz?\u201d dedi.<\/p>\n

Daha \u00e7ok Asya yat\u0131r\u0131mlar\u0131n\u0131 tavsiye ettiklerini belirten Huynh, \u201cBiz daha \u00e7ok Asya taraf\u0131n\u0131 tavsiye ediyoruz. Salg\u0131n perspektifinden bakt\u0131\u011f\u0131m\u0131z vakit da Asya yaln\u0131zca T\u00fcrkiye\u2019ye g\u00f6re de\u011fil, d\u00fcnyan\u0131n kalan\u0131na g\u00f6re da salg\u0131n\u0131n \u00fcstesinden daha iyi gelmi\u015f durumda. Risk getiri perspektifinden de Asya bizim i\u00e7in daha inan\u00e7l\u0131.\u201d diye ekledi.<\/p>\n

Deutsche Bank 100 baz puanl\u0131k bir faiz art\u0131\u015f\u0131 daha bekliyor<\/b><\/p>\n

T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n 21 Ocak\u2019taki faiz karar\u0131 sonras\u0131nda Deutsche Bank Orta Do\u011fu ve Do\u011fu Avrupa Ekonomisti Christian Wietoska, \u201cPiyasan\u0131n ve bizim beklentilerimizle uyumlu, \u015fahin bir duru\u015f.\u201d demi\u015fti.<\/p>\n

Gelecekteki toplant\u0131larda faiz art\u0131r\u0131m\u0131n\u0131n g\u00f6r\u00fclebilece\u011fini beklediklerini s\u00f6yleyen Wietoska, \u201cDolar\/TL 7.20\u2019nin alt\u0131na s\u00fcratli bir ralliyle inmedi\u011fi s\u00fcrece 100 baz puanl\u0131k bir art\u0131\u015f daha \u00f6ng\u00f6r\u00fcyoruz.\u201d diye belirtmi\u015fti.<\/p>\n

TCMB, ger\u00e7ekle\u015ftirdi\u011fi son Para Siyaseti \u015euras\u0131 toplant\u0131s\u0131nda siyaset faizini y\u00fczde 17’de tutarken s\u0131k\u0131 duru\u015fun uzun m\u00fchlet korunaca\u011f\u0131n\u0131 s\u00f6yleyerek s\u0131k\u0131la\u015fma vurgusunu g\u00fc\u00e7lendirmi\u015fti.<\/p>\n

TCMB Lideri Naci A\u011fbal’\u0131n birinci enflasyon raporu sunumunda s\u0131k\u0131la\u015fma ve fiyat istikrar\u0131 bildirileri devam ederken, banka Ekim raporundaki iddialar\u0131n\u0131 korumu\u015ftu.<\/p>\n

A\u011fbal, enflasyonda y\u00fczde 5 maksad\u0131na ula\u015fmak i\u00e7in t\u00fcm ara\u00e7lar\u0131n kararl\u0131l\u0131kla kullan\u0131laca\u011f\u0131n\u0131 s\u00f6z ederken, gayeden sapma olmas\u0131 durumunda \u00f6nden s\u0131k\u0131la\u015fma olabilece\u011fine i\u015faret etmi\u015fti.<\/p>\n

A\u011fbal son devirde lisana getirilen faiz indirim beklentilerine ait olarak da “Faiz indirimlerine d\u00f6n\u00fck bir g\u00fcndemin konu\u015fulmas\u0131n\u0131n \u015fimdi \u00e7ok erken oldu\u011funu k\u0131ymetlendiriyoruz.” tabirlerini kullanm\u0131\u015ft\u0131.<\/p>\n

<\/p>\n<\/p>\n

Bloomberg HT<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

EROL OYTUN ERCAN Deutsche Bank\u2019\u0131n \u2018CIO Economic Outlook\u2019 toplant\u0131s\u0131nda bankan\u0131n \u00fcst seviye global yat\u0131r\u0131m m\u00fcd\u00fcrleri T\u00fcrkiye\u2019ye tam gaz girmek …<\/p>\n","protected":false},"author":1,"featured_media":22454,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[1434,2296,100],"class_list":["post-22453","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-asya","tag-deutsche-bank","tag-yatirim"],"yoast_head":"\n