{"id":16382,"date":"2023-10-07T04:18:10","date_gmt":"2023-10-07T04:18:10","guid":{"rendered":"https:\/\/kraios.app\/news\/ekonomi\/2023\/10\/07\/jp-morgana-gore-tl-adil-degerinden-ucuz-deger-kaybina-gerek-yok\/"},"modified":"2023-10-07T04:18:10","modified_gmt":"2023-10-07T04:18:10","slug":"jp-morgana-gore-tl-adil-degerinden-ucuz-deger-kaybina-gerek-yok","status":"publish","type":"post","link":"https:\/\/kraios.app\/news\/ekonomi\/2023\/10\/07\/jp-morgana-gore-tl-adil-degerinden-ucuz-deger-kaybina-gerek-yok\/","title":{"rendered":"JP Morgan&#8217;a g\u00f6re &#8220;TL adil de\u011ferinden ucuz, de\u011fer kayb\u0131na gerek yok&#8221;"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div>\n<p>Merkezi ABD&#8217;de bulunan yat\u0131r\u0131m bankas\u0131 JP Morgan, T\u00fcrk liras\u0131n\u0131n (TL) adil de\u011ferinden ucuz oldu\u011funu belirterek, bundan sonra de\u011fer kayb\u0131na gerek olmad\u0131\u011f\u0131n\u0131 kaydetti.<\/p>\n<p>JP Morgan&#8217;\u0131n &#8220;Avrupa, Orta Do\u011fu ve Afrika, Geli\u015fmekte Olan Piyasalar Yerel Piyasalar Pusulas\u0131&#8221; ba\u015fl\u0131kl\u0131 raporunda T\u00fcrkiye ile ilgili de\u011ferlendirmelere de yer verildi.<\/p>\n<p>Makroekonomik politikalar\u0131n do\u011fru y\u00f6nde ilerledi\u011fi aktar\u0131lan raporda, &#8220;TL, temel a\u00e7\u0131dan \u00e7ok ucuzlad\u0131\u011f\u0131 i\u00e7in y\u00fcksek enflasyonun rekabet\u00e7ili\u011fi azaltmas\u0131 art\u0131k daha az endi\u015fe verici bir durum. Rezerv b\u00fcy\u00fcmesinden \u00f6d\u00fcn vermeden TL&#8217;yi b\u00fcy\u00fck \u00f6l\u00e7\u00fcde istikrarl\u0131 tutabiliyorlar.&#8221; denildi.<\/p>\n<p>&#8220;TL, uzun d\u00f6nemli reel efektif kur ortalamas\u0131ndan sapmaya g\u00f6re geli\u015fen piyasalardaki en ucuz para birimi&#8221; de\u011ferlendirmesine yer verilen raporda, avro\/TL \u00e7apraz\u0131ndaki istikrara da dikkat \u00e7ekildi.<\/p>\n<p>Raporda, &#8220;Avro\/TL&#8217;deki istikrar, genel risk i\u015ftah\u0131n\u0131 ve TL&#8217;nin davran\u0131\u015f\u0131nda k\u00fcresel dolar trendlerini yans\u0131tma iste\u011fine i\u015faret ediyor olabilir. Avro\/TL yatay kal\u0131rken, dolar\/TL son d\u00f6nemde tamamen avro\/dolar \u00e7apraz\u0131ndaki d\u00fc\u015f\u00fc\u015f\u00fc yans\u0131tt\u0131.&#8221; denildi.<\/p>\n<p>JP Morgan, raporunda, TL&#8217;deki bu geli\u015fmeye i\u015faret ederek, &#8220;Model portf\u00f6y\u00fcm\u00fcze bunu yans\u0131tarak \u00c7ek korunas\u0131nda a\u011f\u0131rl\u0131k azalt\u0131rken, TL&#8217;de a\u011f\u0131rl\u0131k art\u0131r\u0131yoruz.&#8221; ifadesini kulland\u0131.<\/p>\n<p>Eyl\u00fcl ay\u0131 ba\u015f\u0131nda &#8220;TL&#8217;de a\u011f\u0131rl\u0131k art\u0131r&#8221; tavsiyesine ba\u015flayan JP Morgan, 8 Eyl\u00fcl tarihli m\u00fc\u015fteri notunda, &#8220;Model portf\u00f6y\u00fcm\u00fcze k\u00fc\u00e7\u00fck bir miktar &#8216;TL a\u011f\u0131rl\u0131k art\u0131r&#8217; pozisyonu ekliyoruz. Temmuz ba\u015f\u0131nda opsiyonlarda TL uzun pozisyonu alm\u0131\u015ft\u0131k. Art\u0131k risk\/\u00f6d\u00fcl dengesinin do\u011frudan TL al\u0131mdan yana oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyoruz.&#8221; yorumu yer alm\u0131\u015ft\u0131.<\/p>\n<p>Goldman Sachs da 28 Eyl\u00fcl&#8217;de &#8220;TL oyuna geri d\u00f6nd\u00fc&#8221; ba\u015fl\u0131kl\u0131 raporuyla m\u00fc\u015fterilerine TL&#8217;de kazanc\u0131 \u00f6ne \u00e7\u0131karm\u0131\u015ft\u0131.<\/p>\n<p>                            <span class=\"detay-foto-editor\">&#13;<br \/>\n                                <a href=\"https:\/\/www.aa.com.tr\/tr\/p\/abonelik-talep-formu\/1001\" target=\"_blank\" style=\"font-size:12px; color:#444; text-decoration:none;\" rel=\"noopener\">&#13;<br \/>\n                                    Anadolu Ajans\u0131 web sitesinde, AA Haber Ak\u0131\u015f Sistemi (HAS) \u00fczerinden abonelere sunulan haberler, \u00f6zetlenerek yay\u0131mlanmaktad\u0131r. <b style=\"color:#1897F7\">Abonelik i\u00e7in l\u00fctfen ileti\u015fime ge\u00e7iniz.<\/b>&#13;<br \/>\n                                <\/a>&#13;<br \/>\n                            <\/span>\n                        <\/div>\n<p><script>\n\t  window.fbAsyncInit = function() {\n\t\tFB.init({\n\t\t  appId: '1855843514662870',\n\t\t  status : true, \/\/ check login status\n\t\t  cookie : true, \/\/ enable cookies to allow the server to access the session\n\t\t  xfbml  : true  \/\/ parse XFBML\n\t\t});\n\t  };<\/p>\n<p>\t  (function() {\n\t\tvar e = document.createElement('script');\n\t\te.src=\"https:\/\/connect.facebook.net\/tr_TR\/all.js\";\n\t\te.async = true;\n\t\tdocument.getElementById('fb-root').appendChild(e);\n\t  }());\n    <\/script><br \/>\n<br \/><br \/>\n<br \/><a href=\"https:\/\/www.aa.com.tr\/tr\/ekonomi\/jp-morgana-gore-tl-adil-degerinden-ucuz-deger-kaybina-gerek-yok\/3009505\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Merkezi ABD&#8217;de bulunan yat\u0131r\u0131m bankas\u0131 JP Morgan, T\u00fcrk liras\u0131n\u0131n (TL) adil de\u011ferinden ucuz oldu\u011funu belirterek, bundan sonra de\u011fer kayb\u0131na gerek olmad\u0131\u011f\u0131n\u0131 kaydetti. JP Morgan&#8217;\u0131n &#8220;Avrupa, Orta Do\u011fu ve Afrika, Geli\u015fmekte Olan Piyasalar Yerel Piyasalar Pusulas\u0131&#8221; ba\u015fl\u0131kl\u0131 raporunda T\u00fcrkiye ile ilgili de\u011ferlendirmelere de yer verildi. Makroekonomik politikalar\u0131n do\u011fru y\u00f6nde ilerledi\u011fi aktar\u0131lan raporda, &#8220;TL, temel a\u00e7\u0131dan \u00e7ok [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":16383,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":[],"categories":[44],"tags":[],"_links":{"self":[{"href":"https:\/\/kraios.app\/news\/wp-json\/wp\/v2\/posts\/16382"}],"collection":[{"href":"https:\/\/kraios.app\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kraios.app\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kraios.app\/news\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kraios.app\/news\/wp-json\/wp\/v2\/comments?post=16382"}],"version-history":[{"count":0,"href":"https:\/\/kraios.app\/news\/wp-json\/wp\/v2\/posts\/16382\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kraios.app\/news\/wp-json\/wp\/v2\/media\/16383"}],"wp:attachment":[{"href":"https:\/\/kraios.app\/news\/wp-json\/wp\/v2\/media?parent=16382"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kraios.app\/news\/wp-json\/wp\/v2\/categories?post=16382"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kraios.app\/news\/wp-json\/wp\/v2\/tags?post=16382"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}