{"id":63499,"date":"2011-03-23T13:57:31","date_gmt":"2011-03-23T11:57:31","guid":{"rendered":"http:\/\/www.nationalturk.com\/?p=63499"},"modified":"2022-09-11T15:40:00","modified_gmt":"2022-09-11T12:40:00","slug":"kriz-mena-18249","status":"publish","type":"post","link":"https:\/\/www.nationalturk.com\/tr\/kriz-mena-18249\/","title":{"rendered":"Krizin Yeni Ad\u0131: Mena"},"content":{"rendered":"

\"\"<\/a>NationalT\u00fcrk yorumcular\u0131m\u0131zdan Ekonomi ve Borsa uzman\u0131 \u00d6mer Demir \u2018in “Krizin Yeni Ad\u0131: Mena” adl\u0131 yaz\u0131s\u0131n\u0131 sizlerle payla\u015f\u0131yoruz;<\/h1>\n

Krizin Yeni Ad\u0131: Mena<\/h2>\n

Yeni haftaya \u00fc\u00e7 b\u00fcy\u00fck \u00f6nemli g\u00fcndem maddesi ile ba\u015flad\u0131k. \u0130lki Libya\u2019daki askeri harekat\u0131n emtia fiyatlar\u0131 \u00fczerindeki etkileri ve MENA (middle east ve north Africa) \u00fclkelerine s\u0131\u00e7rama ihtimaline kar\u015f\u0131 al\u0131nan pozisyonlar\u0131n etkileri ,ikinci olarak yine Libya\u2019ya d\u00fczenlenen harekata Bat\u0131l\u0131 \u00fclkelerin ve T\u00fcrkiye\u2019nin de aralar\u0131nda bulundu\u011fu \u00fclkelerin tutumlar\u0131 ,\u00fc\u00e7\u00fcnc\u00fc olarak ise Japonya\u2019daki n\u00fckleer reakt\u00f6rlerdeki s\u0131z\u0131nt\u0131n\u0131n kontrol alt\u0131na al\u0131n\u0131p al\u0131namayaca\u011f\u0131 belirsizli\u011finin devam etmesi sorusu idi. 18 Mart\u2019ta,Eurocontrol\u2019den yap\u0131lan a\u00e7\u0131klamada, Maltal\u0131 yetkililerin, Trablus hava trafi\u011fi kontrol\u00fcn\u00fcn, \u201cyeni bir emre kadar\u201d Libya hava sahas\u0131n\u0131 trafi\u011fe kapatt\u0131\u011f\u0131, yolunda bilgilerin al\u0131nmas\u0131 ile piyasalar olas\u0131 bir harekat\u0131n sonu\u00e7lar\u0131n\u0131 sat\u0131n almaya ba\u015flam\u0131\u015ft\u0131.<\/p>\n

Birle\u015fmi\u015f Milletler G\u00fcvenlik Konseyini\u2019nde yapt\u0131r\u0131m ve askeri m\u00fcdahale karar\u0131 ile piyasalarca zaten beklenen hava harekat\u0131 ba\u015flam\u0131\u015f oldu. Kanada, \u0130ngiltere Fransa, \u0130talya ve ABD, Libya\u2019ya pazar g\u00fcn\u00fc hava harakat\u0131 ba\u015flatt\u0131. Libya Devlet Ba\u015fkan\u0131 Kaddafi\u2019nin bu harekata kar\u015f\u0131l\u0131k, \u00fclkesindeki 1 milyon ki\u015fiye silah ve m\u00fchimmat da\u011f\u0131taca\u011f\u0131na dair haberler ve ilk hava bombard\u0131man\u0131nda \u00f6len ki\u015filerin say\u0131lar\u0131n\u0131n a\u00e7\u0131klanmas\u0131 korkular\u0131 g\u00fc\u00e7lendirdi ve Libya,yeni Irak olursa sonu\u00e7lar\u0131 ne olur? zaman\u0131 ne kadar s\u00fcrer ?konusunda ki tart\u0131\u015fmalar\u0131 alevlendi. Bahreyn\u2019de ki \u015eii g\u00f6stericilere \u015fiddet kullan\u0131lmas\u0131 ile MENA KR\u0130Z\u0130\u2019 ne m\u00fcdahil olan Bahreyn\u2019de hafta sonu \u00f6l\u00fc say\u0131s\u0131 20 yi buldu. Suriye\u2019de say\u0131lar\u0131 yirmibini bulan g\u00f6stericilerin sesleri yine demokrasi diye y\u00fckseliyordu. \u015eimdi g\u00f6zler OrtaDo\u011fu ve Kuzey Afrika\u2019dan sonra krizin i\u00e7ine \u00e7ekilme ihtimali bulunan Kazakistan ve Azerbaycan\u2019da\u2026<\/p>\n

Onurlu insanlar\u0131n \u00fclkesi Japonya\u2019da, deprem ve ard\u0131ndan ya\u015fanan tsunaminin korkun\u00e7 boyutlar\u0131 ortaya \u00e7\u0131karken ,Fuku\u015fima reakt\u00f6r kompleksinde meydana gelen s\u0131z\u0131nt\u0131n\u0131n boyutlar\u0131n\u0131n Japonya devletince saklan\u0131yor olu\u015fu dedikodular\u0131 g\u00fcndemdeki yerini koruyor.Keza Japonya bu konuda d\u00fcnyay\u0131 ikna edemezse artan panik havas\u0131 ile ekonomiler i\u00e7in yeni k\u0131r\u0131lma noktalar\u0131 s\u00fcpriz say\u0131lmayacakt\u0131r. Fuku\u015fima\u2019da halen n\u00fckleer alarm seviyesi h\u00fck\u00fcmet taraf\u0131ndan 5 puan olarak a\u00e7\u0131kland\u0131.\u00c7ernobil, ayn\u0131 skalada 7 puan ile d\u00fcnyan\u0131n en b\u00fcy\u00fck n\u00fckleer felaketi olarak liderli\u011fini koruyor. Ama \u015fu an Japonya i\u00e7in maksimum 5 puan sat\u0131n al\u0131nd\u0131 ,ilerleyen g\u00fcnlerde ve haftalarda 5 puan ve alt\u0131 ba\u015fta Nikkei olmak \u00fczere ve Asya\u2019da orta vadeli y\u00fckseli\u015f trendlerinin habercisi olabilir. Tabi y\u00fckseli\u015f trendlerinin yine orta vadede Japon Yeni \u00fczerinde bask\u0131ya neden olaca\u011f\u0131n\u0131da unutmamak gerekir. Bu iyi ihtimal .<\/p>\n

Birde reakt\u00f6rdeki s\u0131z\u0131nt\u0131 oran\u0131n\u0131n seviyesinin daha y\u00fcksek olma ihtimali varki bu durumda Nikkei ve Asya borsalar\u0131 ge\u00e7en haftaki harekete benzer yeni \u015fok d\u00fc\u015f\u00fc\u015fler ya\u015far ki ard\u0131nda yine ge\u00e7en hafta oldu\u011fu gibi G7 \u00fclkeleri taraf\u0131ndan Yen \u00fczerinde denge unsuru olarak m\u00fcdahele gelebilir. Biliyorsunuz ge\u00e7en hafta D\u00fcnyan\u0131n en geli\u015fmi\u015f 7 \u00fclkesinin maliye bakanlar\u0131 ve Merkez Bankas\u0131 ba\u015fkanlar\u0131 bulu\u015farak, tarihinde ilk kez koordine h\u00e2linde Yen\u2019e m\u00fcdahale karar\u0131 alm\u0131\u015ft\u0131. Aralar\u0131nda Japonya, AB \u00fclkeleri, \u0130ngiltere, Kanada ve ABD\u2019nin temsilcilerinin bulundu\u011fu heyet biraraya gelerek, Yen sat\u0131\u015f\u0131 ger\u00e7ekle\u015ftirmi\u015fti. A\u015f\u0131r\u0131 de\u011ferlenen Yen M\u00fcdahalenin ard\u0131nan ABD Dolar\u0131 kar\u015f\u0131s\u0131nda 79 Yenden, 81\u2032e gerilemi\u015fti.<\/p>\n

\"\"<\/a>Petrol-Alt\u0131n<\/h3>\n

Libya\u2019ya ilk hareket emrinin ard\u0131ndan petrol fiyat\u0131nda yeniden 120 dolara do\u011fru hareket etmesi, enflasyonda art\u0131\u015f korkusunu yeniden g\u00fcndeme getirebilece\u011fi i\u00e7in geli\u015fen \u00fclke borsalar\u0131na sat\u0131\u015f getirebilir. Bu nedenle Merkez Bankalar\u0131n\u0131n izleyecekleri para ve maliye politikalar\u0131 as\u0131l belirleyici rol\u00fc \u00fcstlenecektir. Libya\u2019n\u0131n elinde tuttu\u011fu 143.8 ton alt\u0131n rezervinin \u015fu anki de\u011ferinin 6.5 milyar dolar olmas\u0131 ve bu stok ile D\u00fcnyan\u0131n 25.alt\u0131n rezervi tutan ekonomisi oldu\u011fu ger\u00e7e\u011fi ve bu rezervi sava\u015f i\u00e7in harcamaya haz\u0131r oldu\u011fu s\u00f6ylentileride alt\u0131n \u00fczerinde bask\u0131 olu\u015fturabilir.<\/p>\n

P\u0130\u0130GS \u2018de de\u011fi\u015fen bi\u015fey yok<\/h4>\n

Aralar\u0131nda \u015fimdilik Portekiz, \u0130spanya, \u0130rlanda,Yunanistan ve \u0130talya\u2019n\u0131n bulundu\u011fu Avrupa\u2019n\u0131n, sevilmeyen sorunlu \u00fclkelerine ili\u015fkin ya\u015fananlar, Japonya ve Libya etraf\u0131nda yo\u011funla\u015fan haberlerin gerisinde gibi g\u00f6r\u00fcnsede asl\u0131nda piyasalarca \u00f6nemli bir konu .25 Mart\u2019ta haftan\u0131n son i\u015f g\u00fcn\u00fcnde AB Liderler Zirvesinde sorunlar\u0131n ortaya konulaca\u011f\u0131 i\u00e7in hala piyasalarca soru i\u015faretlerine a\u00e7\u0131k. Ge\u00e7en hafta a\u00e7\u0131klanan Avrupa Finansal \u0130stikrar Fonu\u2019nun kapsam\u0131n\u0131n artt\u0131r\u0131lmas\u0131 y\u00f6n\u00fcndeki kararlar \u20ac \/ $ paritesini 1.42 seviyelerine ta\u015f\u0131maya yetmi\u015f ve bu y\u0131l\u0131n zirvelerine yazd\u0131rm\u0131\u015ft\u0131. Avrupa Merkez Bankas\u0131 Ba\u015fkan\u0131 Trichet\u2019in para politikas\u0131na ili\u015fkin verdi\u011fi t\u00fcyolara da dikkat edilmesi gerekiyor.\u00c7\u00fcnk\u00fc ECB ba\u015fkan\u0131 Trichet\u2019nin enflasyon vurgusu ve Avrupa\u2019da faiz art\u0131r\u0131m s\u00fcrecinin ba\u015flayaca\u011f\u0131na dair mesajlarda \u20ac \/ $ paritesini yukar\u0131 ta\u015f\u0131yan etkenler. Keza ABD cephesindede FED ,ya enflasyonu g\u00f6rmemezten geliyor yada faiz art\u0131r\u0131m\u0131n\u0131 bu gidi\u015fle 2012 ye b\u0131rakmaya kararl\u0131. Avrupa Merkez Bankas\u0131 ise son verilerdeki % 2,4 olan enflasyon oran\u0131n\u0131n art\u0131k fazla oldu\u011fu y\u00f6n\u00fcndeki a\u00e7\u0131klamalar\u0131 faiz artt\u0131r\u0131m\u0131na g\u00f6z k\u0131rpt\u0131 yorumlar\u0131na yol a\u00e7\u0131yor. \u0130\u015fte ABD ve AB cephesindeki bu ters a\u00e7\u0131klamalar piyasan\u0131n ABD dolar\u0131ndan \u00e7\u0131k\u0131p Euro\u2019ya y\u00f6nelmesine neden oldu ve pariteyi yukar\u0131ya ta\u015f\u0131d\u0131.<\/p>\n

Son olarak; ABD\u2019li milyarder yat\u0131r\u0131mc\u0131 Warren Buffett\u2019un hafta i\u00e7i yapt\u0131\u011f\u0131 a\u00e7\u0131klamalarda \u201cJaponya\u2019daki y\u0131k\u0131c\u0131 depremin ola\u011fan\u00fcst\u00fc bir vaka oldu\u011funu ve bu durumun Japon \u015firket hisseleri i\u00e7in al\u0131m f\u0131rsat\u0131 yaratt\u0131\u011f\u0131n\u0131\u201d s\u00f6ylemi\u015f olmas\u0131 ba\u015fta kapitalizm \u2018in so\u011fuk ve merhametsiz taraf\u0131 olarak alg\u0131land\u0131 .<\/p>\n

Buffett, G\u00fcney Kore\u2019de kendine ait bir fonun sahip oldu\u011fu \u015firketin i\u015fletti\u011fi fabrikay\u0131 ziyaretinde yapt\u0131\u011f\u0131 konu\u015fmada, \u201cYeniden in\u015fa zaman alacak, ancak bu Japonya\u2019n\u0131n ekonomik gelece\u011fini de\u011fi\u015ftirmeyecek. Japon hisselerim olsayd\u0131 onlar\u0131 kesinlikle satmazd\u0131m\u201d demi\u015fti . Bu a\u00e7\u0131klama binlerce insan\u0131n \u00f6ld\u00fc\u011f\u00fc deprem ve tsunami felaketi sonras\u0131 kimi \u00e7evrelerce \u2018\u2019kasap et dersinde koyun can derdinde olarak yorumlansa da\u2019\u2019 konuya birde hayat\u0131n ac\u0131 ger\u00e7ekleri \u00fczerinden bakman\u0131n do\u011fru olaca\u011f\u0131 kanaatindeyim. Asl\u0131nda bu olay, kapitalizme de\u011fil hayata bak\u0131\u015f a\u00e7\u0131s\u0131.\u00c7\u00fcnk\u00fc her t\u00fcrl\u00fc felakete ra\u011fmen devam eden, devam etmek zorunda olan bir hayat var.<\/p>\n\n","protected":false},"excerpt":{"rendered":"

NationalT\u00fcrk yorumcular\u0131m\u0131zdan Ekonomi ve Borsa uzman\u0131 \u00d6mer Demir \u2018in “Krizin Yeni Ad\u0131: Mena” adl\u0131 yaz\u0131s\u0131n\u0131 sizlerle payla\u015f\u0131yoruz. Krizin Yeni Ad\u0131, Mena<\/p>\n","protected":false},"author":9192212,"featured_media":49421,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[6199,6155,5005,6772,6202,220816],"tags":[617,65320,5011,15,10,863,4146,6098,5848,806,65322,1202],"class_list":["post-63499","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","category-gundem","category-manset","category-ortadogu","category-politika","category-uzak-dogu","tag-dunya-krizi","tag-fukusima","tag-irlanda","tag-ispanya","tag-italya","tag-japonya","tag-japonya-deprem","tag-kriz","tag-portekiz","tag-suriye","tag-warren-buffett","tag-yunanistan"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/posts\/63499","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/users\/9192212"}],"replies":[{"embeddable":true,"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/comments?post=63499"}],"version-history":[{"count":0,"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/posts\/63499\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/media\/49421"}],"wp:attachment":[{"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/media?parent=63499"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/categories?post=63499"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/tags?post=63499"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}