{"id":4673,"date":"2026-01-29T10:48:06","date_gmt":"2026-01-29T10:48:06","guid":{"rendered":"https:\/\/bihavadis.com\/?p=4673"},"modified":"2026-01-29T10:48:06","modified_gmt":"2026-01-29T10:48:06","slug":"carry-trade-girisi-30-milyar-dolara-dayandi","status":"publish","type":"post","link":"https:\/\/bihavadis.com\/index.php\/2026\/01\/29\/carry-trade-girisi-30-milyar-dolara-dayandi\/","title":{"rendered":"Carry trade giri\u015fi 30 milyar dolara dayand\u0131"},"content":{"rendered":"<div>\n<p>T\u00fcrkiye&#8217;ye y\u00f6nelik yabanc\u0131n\u0131n carry trade ilgisi y\u00fckl\u00fc giri\u015flerle devam ediyor.<\/p>\n<p>27 Eyl\u00fcl haftas\u0131nda da yabanc\u0131 yat\u0131r\u0131mc\u0131n\u0131n swap pozisyonu taraf\u0131nda giri\u015fleri devam etti. Ekonomist Haluk B\u00fcr\u00fcmcek\u00e7i&#8217;nin yapt\u0131\u011f\u0131 hesaplamalara g\u00f6re 27 Eyl\u00fcl haftas\u0131nda bankalar\u0131n bilan\u00e7o d\u0131\u015f\u0131 yabanc\u0131 para pozisyonu 1,1 milyar dolar artt\u0131.<\/p>\n<p>Ayn\u0131 d\u00f6nemde T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131&#8217;n\u0131n (TCMB) haftal\u0131k ve uzun vadedeki ters swap pozisyonlar\u0131 da 595 milyon dolar y\u00fckseli\u015f kaydetti. \u0130lgili haftada giri\u015fler 1,7 milyar dolar olarak ger\u00e7ekle\u015fti.<\/p>\n<p>Se\u00e7imlerden sonraki d\u00f6nem itibariyle bak\u0131ld\u0131\u011f\u0131nda carry giri\u015flerinin 27,1 milyar dolar oldu\u011fu g\u00f6r\u00fcld\u00fc. <\/p>\n<\/div>\n<div>\n<p><b><strong>Citibank&#8217;tan M\u0131s\u0131r ile kar\u015f\u0131la\u015ft\u0131rmal\u0131 T\u00fcrkiye analizi <\/strong><\/b><\/p>\n<p>Carry trade taraf\u0131nda giri\u015f devam ederken, Citibank taraf\u0131ndan carry trade ile ilgili yorumlar geldi.<\/p>\n<p>Bankan\u0131n Kuzey Afrika, Levant ve Orta Asya Ba\u015fkan\u0131 Omar Hafeez&#8217;e g\u00f6re, T\u00fcrkiye\u2019nin ortodoks para politikalar\u0131na ge\u00e7i\u015fi yat\u0131r\u0131mc\u0131lar taraf\u0131ndan memnuniyetle kar\u015f\u0131lanmas\u0131na ra\u011fmen, T\u00fcrk liras\u0131n\u0131n g\u00f6receli g\u00fcc\u00fc, \u00fclkeye b\u00fcy\u00fck portf\u00f6y giri\u015flerini engelliyor olabilir.<\/p>\n<p>Hafeez, sabit getiri yat\u0131r\u0131mc\u0131lar\u0131n\u0131n T\u00fcrkiye\u2019ye olumlu bakt\u0131\u011f\u0131n\u0131 ancak giri\u015flerin bankan\u0131n bekledi\u011fi seviyelere ula\u015fmad\u0131\u011f\u0131n\u0131 s\u00f6yledi. Hafeez, Dubai\u2019de Bloomberg&#8217;e verdi\u011fi bir r\u00f6portajda, bunun bir nedeninin \u201cM\u0131s\u0131r\u2019da ya\u015fananlar\u0131n aksine T\u00fcrk liras\u0131n\u0131n gerekti\u011fi \u00f6l\u00e7\u00fcde hareket etmemesi\u201d olabilece\u011fini s\u00f6yledi.<\/p>\n<p>Yetkililerin uzun zamand\u0131r beklenen deval\u00fcasyonu ger\u00e7ekle\u015ftirmesi ve geni\u015fletilmi\u015f bir Uluslararas\u0131 Para Fonu (IMF) program\u0131n\u0131n sa\u011flanmas\u0131 ile M\u0131s\u0131r poundu Mart ay\u0131nda dolar kar\u015f\u0131s\u0131nda neredeyse y\u00fczde 40 de\u011fer kaybetti. T\u00fcrkiye\u2019de ise T\u00fcrk liras\u0131 y\u0131lba\u015f\u0131ndan bug\u00fcne y\u00fczde 13,6 geriledi.<\/p>\n<p>T\u00fcrkiye ve M\u0131s\u0131r, bu y\u0131l Avrupa, Orta Do\u011fu ve Afrika b\u00f6lgesindeki yat\u0131r\u0131mc\u0131lar i\u00e7in en iyi carry trade i\u015flemleri aras\u0131nda yer ald\u0131. TCMB&#8217;nin politika faizine endeksli bir T\u00fcrk tahvili y\u00fczde 50 ile d\u00fcnyan\u0131n en y\u00fcksek getirilerinden birini sunarken, M\u0131s\u0131r Hazine bonolar\u0131 y\u00fczde 20\u2019nin \u00fczerinde getiri sa\u011fl\u0131yor.<\/p>\n<p>Hafeez, Mart ay\u0131ndaki yerel se\u00e7imlerin \u201cyeni ortodoks politika i\u00e7in iyi bir test\u201d olarak g\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc ve T\u00fcrkiye\u2019nin bu se\u00e7im \u00f6ncesinde rotas\u0131n\u0131 de\u011fi\u015ftirmemi\u015f olmas\u0131n\u0131n yat\u0131r\u0131mc\u0131lar\u0131n \u201cg\u00fcven seviyesini \u00e7ok daha y\u00fckseltti\u011fini\u201d s\u00f6yledi.<\/p>\n<p>M\u0131s\u0131r\u2019da ise Mart ay\u0131ndaki deval\u00fcasyonun ard\u0131ndan yat\u0131r\u0131mc\u0131lar\u0131n yerel tahvil piyasas\u0131na milyarlarca dolar ak\u0131tt\u0131\u011f\u0131, ancak bunun \u00e7o\u011funlukla k\u0131sa vadeli tahvillerde ya\u015fand\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor. Hisse senedi yat\u0131r\u0131mc\u0131lar\u0131 ise h\u00e2l\u00e2 temkinli.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Yabanc\u0131lar\u0131n swap pozisyonunda 27 Eyl\u00fcl haftas\u0131nda y\u00fckl\u00fc giri\u015fler devam etti. 29 Mart-27 Eyl\u00fcl d\u00f6neminde ise carry trade taraf\u0131nda birikimli giri\u015fler 29,7 milyar dolar\u0131 buldu. Carry trade i\u015flemlerini M\u0131s\u0131r ile kar\u015f\u0131la\u015ft\u0131rmal\u0131 olarak analiz eden&#8230;<\/p>\n","protected":false},"author":1,"featured_media":4674,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[797,900,899,197,898],"class_list":["post-4673","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-doviz","tag-dolar","tag-girisler","tag-misir","tag-turkiye","tag-yatirimcilar"],"_links":{"self":[{"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/posts\/4673","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/comments?post=4673"}],"version-history":[{"count":1,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/posts\/4673\/revisions"}],"predecessor-version":[{"id":4675,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/posts\/4673\/revisions\/4675"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/media\/4674"}],"wp:attachment":[{"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/media?parent=4673"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/categories?post=4673"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bihavadis.com\/index.php\/wp-json\/wp\/v2\/tags?post=4673"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}