Yabanc\u0131 kurulu\u015flar pozitif d\u00fc\u015f\u00fcn\u00fcyor<\/h1>\n

Yabanc\u0131 kurulu\u015flar\u0131n<\/strong>\u00a0T\u00fcrkiye\u2019ye kar\u015f\u0131 karamsar bak\u0131\u015f\u0131nda keskin\u00a0 bir\u00a0pozitif<\/strong>\u00a0d\u00f6n\u00fc\u015f ya\u015fan\u0131yor. Salg\u0131n d\u00f6neminde \u00fcretim \u00e7arklar\u0131 durmadan d\u00f6n\u00fcnce yabanc\u0131lar\u0131n da kararlar\u0131 tam tersine evrildi. Baz\u0131 kurulu\u015flar\u00a0T\u00fcrkiye<\/strong>\u00a0ile ilgili tahminlerini neredeyse 5-6 kez revize etmek zorunda kald\u0131. Salg\u0131n\u0131n ba\u015f\u0131nda 2020 i\u00e7in y\u00fczde 5\u2019e varan k\u00fc\u00e7\u00fclme \u00f6ng\u00f6ren t\u00fcm kurulu\u015flar y\u0131l bitince pozitif\u2019e d\u00f6nd\u00fc.\u00a0IMF ve D\u00fcnya Bankas\u0131\u2019n\u0131n ard\u0131ndan, T\u00fcrkiye i\u00e7in daralma \u00f6ng\u00f6ren\u00a0JP Morgan<\/strong>, HSBC ve Commerzbank gibi kurulu\u015flar\u00a0pozitif<\/strong>\u00a0a\u00e7\u0131klamalarda bulundu.<\/p>\n

Pozitifler de yeniden revize edildi<\/h2>\n

Hatta baz\u0131 kurulu\u015flar\u00a0pozitif<\/strong>\u00a0d\u00f6nd\u00fckten sonra bu rakam\u0131 da revize etti.\u00a0<\/b>Cuma g\u00fcn\u00fc a\u00e7\u0131klanan aral\u0131k ay\u0131 sanayi \u00fcretimindeki y\u00fczde 9\u2019luk art\u0131\u015f\u0131n ard\u0131ndan JP Morgan, 2020 b\u00fcy\u00fcme tahminini y\u00fczde y\u00fczde 1.1\u2019den y\u00fczde 1.9\u2019a, HSBC de y\u00fczde 1\u2019den y\u00fczde 2\u2019ye y\u00fckseltti. Commerzbank da 2021 tahminlerini g\u00fcncelledi. Banka, T\u00fcrkiye i\u00e7in 2021 b\u00fcy\u00fcme tahminini y\u00fczde 5.8\u2019den 6.5\u2019e \u00e7\u0131kard\u0131.<\/p>\n

Gerek\u00e7e olarak \u201cteknik geli\u015fme\u201d dediler<\/h3>\n

HSBC salg\u0131n\u0131n zirve yapt\u0131\u011f\u0131 nisan ay\u0131nda y\u00fczde 5 daralma \u00f6ng\u00f6rm\u00fc\u015f, eyl\u00fclde ise bu tahminini -3.1 olarak g\u00fcncellemi\u015fti. HSBC ayr\u0131ca 2021 b\u00fcy\u00fcme tahminin ise y\u00fczde 2.1\u2019den y\u00fczde 4.2\u2019ye \u00e7\u0131kar\u0131rken gerek\u00e7e olarak da \u201cteknik geli\u015fme\u201d oldu\u011fu a\u00e7\u0131klamas\u0131nda bulundu. JP Morgan ise salg\u0131n\u0131n ba\u015flang\u0131c\u0131nda 2020 i\u00e7in y\u00fczde 2.2 daralma \u00f6ng\u00f6rm\u00fc\u015f, sonra bunu 1.1\u2019lik pozitif b\u00fcy\u00fcmeye \u00e7evirmi\u015fti.\u00a0JP Morgan<\/strong>\u00a0son olarak 2020 tahminini y\u00fczde 1.1\u2019den y\u00fczde 1.9\u2019a, 2021 tahminini ise y\u00fczde 3.3\u2019ten y\u00fczde 4.6\u2019ya y\u00fckseltti.<\/p>\n

Uluslararas\u0131 Para Fonu (IMF) ve D\u00fcnya Bankas\u0131,\u00a0T\u00fcrkiye<\/strong>\u00a0ile ilgili b\u00fcy\u00fcme tahminlerini y\u00fckseltti. Haziran raporunda y\u00fczde 3.8\u2019lik daralma \u00f6ng\u00f6ren D\u00fcnya Bankas\u0131 bu tahminini y\u00fczde 0.5\u2019e \u00e7\u0131karm\u0131\u015ft\u0131. IMF ise nisan ay\u0131nda T\u00fcrkiye\u2019nin y\u00fczde 3 olan b\u00fcy\u00fcme beklentisini y\u00fczde 5 daralma olarak revize etti. 26 Ocak\u2019a kadar karar\u0131nda \u0131srarc\u0131 olan IMF, o tarihte ise \u201cT\u00fcrkiye pozitif b\u00fcy\u00fcyecek\u201d \u00f6ng\u00f6r\u00fcs\u00fcnde bulundu. IMF 2021 b\u00fcy\u00fcme \u00f6ng\u00f6r\u00fcs\u00fcn\u00fc de Yeni Ekonomi Program\u0131\u2019ndaki (YEP) y\u00fczde 5.8\u2019lik hedefin de \u00fczerine ta\u015f\u0131d\u0131. 2021 i\u00e7in y\u00fczde 5 b\u00fcy\u00fcme \u00f6ng\u00f6r\u00fcs\u00fcn\u00fc y\u00fczde 6\u2019ya \u00e7\u0131kard\u0131. Ayr\u0131ca Unicredit de b\u00fcy\u00fcme tahminini y\u00fczde 0.7 daralmadan, y\u00fczde 0.7 b\u00fcy\u00fcme olarak revize etti.<\/p>\n

T\u00fcrkiye\u2019de s\u00fcrprizler bitmez<\/h3>\n

T\u00fcrkiye\u2019nin 2020 ekonomik b\u00fcy\u00fcme tahminini y\u00fczde 1.1\u2019den y\u00fczde 1.9\u2019a \u00e7\u0131karan JP Morgan, haz\u0131rlad\u0131\u011f\u0131 raporda b\u00fcy\u00fcme i\u00e7in \u201cT\u00fcrkiye yukar\u0131 y\u00f6nl\u00fc s\u00fcrprizlere a\u00e7\u0131k\u201d ifadesini kulland\u0131. Raporda, tecrit gibi kontrol \u00f6nlemlerine ra\u011fmen i\u00e7 talebin olduk\u00e7a diren\u00e7li oldu\u011fu vurgulan\u0131rken \u201cT\u00fcrkiye\u2019nin b\u00fcy\u00fcmesi, \u00f6zel sekt\u00f6r\u00fcn\u00fcn sa\u011flaml\u0131\u011f\u0131n\u0131 ve esnekli\u011fini yans\u0131tan \u2018her zaman yukar\u0131 y\u00f6nl\u00fc s\u00fcrprizleri g\u00f6steriyor\u201d denildi.<\/p>\n","protected":false},"excerpt":{"rendered":"

Yabanc\u0131 kurulu\u015flar pozitif d\u00fc\u015f\u00fcn\u00fcyor Yabanc\u0131 kurulu\u015flar\u0131n\u00a0T\u00fcrkiye\u2019ye kar\u015f\u0131 karamsar bak\u0131\u015f\u0131nda keskin\u00a0 bir\u00a0pozitif\u00a0d\u00f6n\u00fc\u015f ya\u015fan\u0131yor. Salg\u0131n d\u00f6neminde \u00fcretim \u00e7arklar\u0131 durmadan d\u00f6n\u00fcnce yabanc\u0131lar\u0131n da…<\/p>\n","protected":false},"author":4,"featured_media":47494,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4595],"tags":[3977,3017,4678],"yoast_head":"\n