\n<\/p>\n
Uluslararas\u0131 kredi derecelendirme kurulu\u015fu Fitch Ratings, T\u00fcrkiye’nin kredi notunu “B” olarak teyit ederken, not g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc 2 y\u0131l sonra “negatif”ten “dura\u011fan”a \u00e7\u0131kard\u0131.<\/p>\n
Fitch Ratings, T\u00fcrkiye’nin kredi g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc de revize etmi\u015fti.<\/p>\n
Kurulu\u015ftan yap\u0131lan a\u00e7\u0131klamada, T\u00fcrkiye’nin uzun vadeli yabanc\u0131 para birimi cinsinden kredi notunun “B” olarak teyit edildi\u011fi, kredi notu g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn ise “negatif”ten “dura\u011fan”a \u00e7evrildi\u011fi bildirildi.<\/p>\n
A\u00e7\u0131klamada, g\u00f6r\u00fcn\u00fcm\u00fcn “dura\u011fan”a revize edilmesinin k\u0131sa vadeli makrofinansal istikrar risklerini azaltan ve \u00f6demeler dengesi bask\u0131lar\u0131n\u0131 hafifleten daha geleneksel ve tutarl\u0131 bir politika bile\u015fimine d\u00f6n\u00fc\u015f\u00fc yans\u0131tt\u0131\u011f\u0131 vurguland\u0131.<\/p>\n
PhillipCapital Yurt \u0130\u00e7i Piyasalar Grup Ba\u015fkan\u0131 \u00dczeyir Do\u011fan, AA muhabirine yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, uzun y\u0131llard\u0131r not ve g\u00f6r\u00fcn\u00fcmde s\u00fcrekli olarak a\u015fa\u011f\u0131 y\u00f6nl\u00fc gelen g\u00fcncellemelerin ard\u0131ndan notta olmasa da g\u00f6r\u00fcn\u00fcmde yap\u0131lan bu iyile\u015ftirmenin ileriye y\u00f6nelik beklentileri de art\u0131raca\u011f\u0131n\u0131 belirtti.<\/p>\n
Do\u011fan, yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n buradaki hikaye de\u011fi\u015fimine dikkat kesilmesi a\u00e7\u0131s\u0131ndan bir sinyal etkisi olu\u015fturaca\u011f\u0131n\u0131 ifade ederek, Fitch\u2019in karar\u0131n\u0131n di\u011fer derecelendirme kurulu\u015flar\u0131n\u0131 da T\u00fcrkiye\u2019ye daha pozitif bir g\u00f6zle bakma konusunda cesaretlendirece\u011fini kaydetti.<\/p>\n
Karar\u0131n Borsa \u0130stanbul\u2019da da devam eden pozitif trendi destekleyece\u011fine vurgu yapan Do\u011fan, “Ekonomi y\u00f6netiminin yak\u0131n zamanda ger\u00e7ekle\u015ftirece\u011fi yabanc\u0131 yat\u0131r\u0131mc\u0131 turunda, T\u00fcrkiye\u2019de hikayenin de\u011fi\u015fmeye ba\u015flad\u0131\u011f\u0131 tezini anlatmada elini kuvvetlendirece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz.” dedi.<\/p>\n
Spinn Dan\u0131\u015fmanl\u0131k Kurucu Orta\u011f\u0131 ve Ekonomist \u00d6zlem Derici \u015eeng\u00fcl de not g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn “B” seviyesinde, yani yat\u0131r\u0131m yap\u0131labilir seviyenin be\u015f kademe alt\u0131nda, korundu\u011funu belirterek, “Fitch’ten bekledi\u011fimiz karar\u0131 ald\u0131k ve yine beklenen \u015fekilde negatiften dura\u011f\u0131na g\u00f6r\u00fcn\u00fcm g\u00fcncellemesi s\u00f6z konusu oldu.” dedi<\/p>\n
Daha \u00f6nceki y\u0131llarda not indirimlerinin makrofinansal istikrarla ilgili riskler \u00fczerinden lirala\u015fma stratejisi ve \u00f6demeler dengesindeki bozulma ile merkez bankas\u0131 rezervlerindeki erime gibi nedenlere ba\u011fland\u0131\u011f\u0131n\u0131 hat\u0131rlatan \u015eeng\u00fcl, bug\u00fcnk\u00fc g\u00f6r\u00fcn\u00fcm g\u00fcncellemesinin ayn\u0131 sebeplerdeki iyile\u015fmelere ba\u011fl\u0131 olarak al\u0131nd\u0131\u011f\u0131n\u0131n ortaya \u00e7\u0131kt\u0131\u011f\u0131n\u0131 ifade etti.<\/p>\n
\u015eeng\u00fcl, asl\u0131nda bir normalle\u015fme beklendi\u011fini ve makro tahminler setine bak\u0131ld\u0131\u011f\u0131nda “kan\u0131t beklendi\u011fi” gibi bir g\u00f6r\u00fcn\u00fcm\u00fcn ortaya \u00e7\u0131kt\u0131\u011f\u0131na dikkati \u00e7ekerek ,s\u0131k\u0131 para politikas\u0131n\u0131n uygulanmas\u0131n\u0131n beklendi\u011fini belirtti.<\/p>\n
Enflasyonun y\u00fczde 65 seviyelerinde \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc hat\u0131rlatan \u015eeng\u00fcl, \u015funlar\u0131 kaydetti.<\/p>\n
“Enflasyonda ve \u00f6demeler dengesinde d\u00fc\u015f\u00fc\u015f g\u00f6rece\u011fiz. Daha da y\u00fcksek miktarda kazan\u0131mlar\u0131n politika setinden \u00e7\u0131kaca\u011f\u0131n\u0131, makro ihtiyati tedbirlerle ilgili sadele\u015fmenin ger\u00e7ekle\u015fmesi ve geleneksel politikalara d\u00f6n\u00fc\u015f\u00fcn fiili olarak s\u00f6z konusu olmas\u0131n\u0131n not art\u0131\u015f\u0131na neden olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyorum.<\/p>\n
\u00d6n\u00fcm\u00fczdeki y\u0131l i\u00e7erisinde bu politikalar\u0131n kazan\u0131mlar\u0131 ortaya \u00e7\u0131kt\u0131ktan sonra yava\u015f yava\u015f kredi derecelendirme kurulu\u015flar\u0131ndan not art\u0131\u015flar\u0131 g\u00f6rece\u011fiz.”<\/p>\n
Bluebay Varl\u0131k Y\u00f6netimi Geli\u015fen Piyasalar K\u0131demli Stratejisti Timothy Ash de Fitch Ratings’in karar\u0131n\u0131n pozitif oldu\u011funu belirtti.<\/p>\n
Not g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn negatiften dura\u011fana \u00e7\u0131kmas\u0131n\u0131n, Hazine ve Maliye Bakan\u0131 Mehmet \u015eim\u015fek ile T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 Ba\u015fkan\u0131 Hafize Gaye Erkan’\u0131n ekonomi politikas\u0131na att\u0131\u011f\u0131 resetin sonu\u00e7lar\u0131n\u0131 g\u00f6sterdi\u011fini ifade eden Ash, ”Ancak bir\u00e7ok ekonomik zorlu\u011fun \u00fcstesinden gelmek i\u00e7in h\u00e2l\u00e2 gidilecek uzun bir yol var.” de\u011ferlendirmesinde bulundu.<\/p>\n