Hedge fonu y\u00f6neticisi Peter Kisler, TL sat\u0131n almak i\u00e7in T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131’n\u0131n (TCMB) bu haftaki toplant\u0131s\u0131ndan sinyal bekliyor.<\/p>\n

North Asset Management fon y\u00f6neticisi Kisler, as\u0131l sorunun T\u00fcrkiye\u2019nin TL’nin daha da zay\u0131flamas\u0131na m\u0131 m\u00fcsaade verece\u011fi, yoksa faiz y\u00fckselerek liray\u0131 savunaca\u011f\u0131 m\u0131 formunda oldu\u011funu kaydetti. London merkezli bu yat\u0131r\u0131mc\u0131, Mart ay\u0131nda h\u0131zlanmaya ba\u015flayan ve T\u00fcrk Liras\u0131’n\u0131n dolar kar\u015f\u0131s\u0131nda t\u00fcm vakitlerin en d\u00fc\u015f\u00fck d\u00fczeyine gerilemesine takviye olan sermaye \u00e7\u0131k\u0131\u015flar\u0131 \u00f6ncesi t\u00fcm T\u00fcrk varl\u0131klar\u0131n\u0131 satm\u0131\u015ft\u0131.<\/p>\n

Kisler, \u201cMerkez Bankas\u0131 \u015fayet faizi manal\u0131 bir bi\u00e7imde art\u0131r\u0131rsa ve ileride daha da art\u0131rma konusunda istekli oldu\u011funu s\u00f6ylerse, bu mutlakl\u0131kta T\u00fcrk varl\u0131klar\u0131n\u0131 daha cazip k\u0131lacakt\u0131r\u201d dedi ve \u201cE\u011fer art\u0131r\u0131ma giderlerse, birinci ad\u0131m piyasa yans\u0131s\u0131n\u0131 ve Merkez Bankas\u0131 haricinde h\u00fck\u00fcmetin ne reaksiyon verece\u011fini g\u00f6rmek olacak, lakin en az\u0131ndan TL i\u00e7in opsiyon almay\u0131 d\u00fc\u015f\u00fcnmeye ba\u015flayaca\u011f\u0131m\u201d diye ekledi.<\/p>\n

Bloomberg News taraf\u0131ndan g\u00f6r\u00fclen ayl\u0131k rapora nazaran, Kisler\u2019in North Emerging Markets fonu, sat\u0131\u015f dalgas\u0131 \u00f6ncesi geli\u015fen piyasa tahvillerinde k\u0131sa konuma girerek, bu y\u0131l\u0131n birinci alt\u0131 ay\u0131nda y\u00fczde 51 getiri sa\u011flad\u0131. Misal makro fonlar bu y\u0131l ortalama y\u00fczde 2.7 y\u00fckseldi.<\/p>\n

Kisler, “Liran\u0131n bedel kazanmas\u0131ndan k\u00e2r elde etmenin en kolay yolu, tahvil piyasas\u0131ndaki likidite azl\u0131\u011f\u0131 ve yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n T\u00fcrk Liras\u0131’na kar\u015f\u0131 konum almas\u0131n\u0131 zorla\u015ft\u0131rmak i\u00e7in sermaye ak\u0131\u015flar\u0131na getirilen k\u0131s\u0131tlamalardan \u00f6t\u00fcr\u00fc nakit piyasadan D\u00f6viz almak” dedi. Kisler, ayr\u0131yeten, al\u0131m yapmak i\u00e7in belirli bir kur d\u00fczeyi hedeflemedi\u011fini, liraya istikrar kazand\u0131rmay\u0131 ama\u00e7layan \u00f6nlemlere bakaca\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n

T\u00fcrk Liras\u0131 dolar kar\u015f\u0131s\u0131nda, Merkez Bankas\u0131’n\u0131n bankac\u0131l\u0131k b\u00f6l\u00fcm\u00fcnde likiditeyi daha da s\u0131k\u0131la\u015ft\u0131rmaya y\u00f6nelik ad\u0131mlar atmas\u0131n\u0131n tesiri ile y\u00fckseli\u015fini ikinci g\u00fcne ta\u015f\u0131d\u0131. T\u00fcrk Liras\u0131 bu y\u0131l dolar kar\u015f\u0131s\u0131nda y\u00fczde 19 y\u00fckseldi ve Dolar\/TL ge\u00e7en hafta 7.4084 ile t\u00fcm vakitlerin en y\u00fcksek d\u00fczeyini g\u00f6rd\u00fc. Kur, bu sert hareket \u00f6ncesi, iki aydan daha uzun bir m\u00fchlet, kamu bankalar\u0131ndan geldi\u011fi s\u00f6ylenen sat\u0131\u015flarla 7 d\u00fczeyinin alt\u0131nda<\/b> \u00e7ok dar bir bantta kald\u0131.<\/p>\n

Kisler, “Kuru tekrar yeni ve daha y\u00fcksek bir d\u00fczeye ba\u011flayacaklar\u0131ndan ku\u015fkulan\u0131yorum, ancal bu d\u00fczey 7.5 mu ya da 8 mi?” dedi ve “E\u011fer h\u00fcr b\u0131rak\u0131rlarsa, daha da \u00fcst\u00fc olmasa bile 8 d\u00fczeyine hakikat bedel kayb\u0131 olabilir ve t\u00fcm ‘carry trade’ ortadan kalkabilir. \u00c7ok fazla belirsizlik var” bi\u00e7iminde g\u00f6r\u00fc\u015f bildirdi.<\/p>\n

Bloomberg News<\/p>\n<\/p>\n

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

Hedge fonu y\u00f6neticisi Peter Kisler, TL sat\u0131n almak i\u00e7in T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131’n\u0131n (TCMB) bu haftaki toplant\u0131s\u0131ndan sinyal bekliyor …<\/p>\n","protected":false},"author":1,"featured_media":3045,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[241,115,286],"class_list":["post-3044","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-merkez","tag-seviyesi","tag-turk"],"yoast_head":"\n