{"status":true,"post":{"id":19685,"user_id":11,"status":1,"type":1,"orde":null,"notification_type":3,"static_post":0,"published_at":"2022-10-24 13:38:54","created_at":"2019-01-01T21:00:00.000000Z","updated_at":"2022-10-24T10:38:54.000000Z","edited_at":"2024-12-17 22:35:21","source_id":null,"post_id":19685,"is_featured":0,"title":"2019\u2019un kritik konusu \u2018yat\u0131r\u0131mlar\u2019","slider_title":null,"slider_title_2":null,"slider_spot_title":null,"slider_spot_title_2":null,"home_title":null,"sub_title":null,"category_id":73,"description":null,"content":"  \t\t\t\t\t  \t\t\t\t\t<p><span class=\"large\">Ba\u015fkan Trump\u2019\u0131n \u00f6nderlik etti\u011fi \u2018ticaret ve kur sava\u015f\u0131\u2019, Avrupa Birli\u011fi\u2019ne ve \u00c7in\u2019e g\u00f6zda\u011f\u0131 vermek ad\u0131na, Trump y\u00f6netiminin sava\u015f\u0131 \u2018\u0130ran ambargosu\u2019 tehdidi \u00fczerinden \u2018sosland\u0131rmas\u0131\u2019na kadar vard\u0131. Huawei\u2019nin veliahd\u0131n\u0131 Kanada\u2019da tutuklamaya noktas\u0131na kadar dayanan bu s\u00fcre\u00e7, ABD, AB ve \u00c7in \u015firketleri a\u00e7\u0131s\u0131ndan artan bir \u2018k\u00fcresel belirsizlik\u2019 anlam\u0131na gelmekte. Ekonomistler, 2019 y\u0131l\u0131nda, bu temel sorundan hareketle iki temel riske i\u015faret ediyorlar; birincisi, ABD, AB ve \u00c7in\u2019de yeni fabrika ve yeni makine ve te\u00e7hizat yat\u0131r\u0131mlar\u0131nda ciddi bir yava\u015flama, hatta daralma riski. \u0130kincisi, ABD, Avrupa Birli\u011fi ve \u00c7in i\u00e7in \u2018net ihracat\u2019\u0131n b\u00fcy\u00fcmeye katk\u0131s\u0131n\u0131n ciddi yava\u015flama, hatta daralma g\u00f6stermesi riski.<\/span><\/p>  <p><span class=\"large\">\u00dclkelerin ekonomik b\u00fcy\u00fcme performans\u0131n\u0131n \u00f6nemli sac ayaklar\u0131ndan birisini \u00f6zel sekt\u00f6r yat\u0131r\u0131m harcamalar\u0131 olu\u015fturmakta. Elbette, kamu yat\u0131r\u0131m harcamalar\u0131 da unutulmamal\u0131. \u2018Ticaret sava\u015flar\u0131\u2019n\u0131n G20 \u00fclkelerinde makine ve te\u00e7hizat yat\u0131r\u0131mlar\u0131 ile fabrika yat\u0131r\u0131mlar\u0131n\u0131 daha da yava\u015flatmas\u0131 halinde, k\u00fcresel b\u00fcy\u00fcme de bu tablodan olumsuz y\u00f6nde etkilenecek. Bu durum, d\u00fcnyan\u0131n \u00f6nde gelen merkez bankalar\u0131 \u00fczerindeki bask\u0131y\u0131 daha artt\u0131racak. <\/span><\/p>  <p><span class=\"large\">ABD Merkez Bankas\u0131 (FED) 19 Aral\u0131k\u2019taki son toplant\u0131s\u0131nda, 2019 faiz art\u0131\u015f ad\u0131mlar\u0131n\u0131 azaltsa da, 2020 i\u00e7in ise tek ad\u0131ma d\u00fc\u015f\u00fcrm\u00fc\u015f olsa da, son toplant\u0131daki faiz art\u0131\u015f karar\u0131 Trump\u2019la FED\u2019in aras\u0131n\u0131 fena germi\u015f durumda. <\/span><\/p>  <p><span class=\"large\">Vergi indirimlerinin ABD\u2019nin b\u00fcy\u00fcmesine katk\u0131 sa\u011flama etkisi ciddi \u00f6l\u00e7\u00fcde zay\u0131flam\u0131\u015fken, faiz art\u0131\u015f\u0131n\u0131n b\u00fcy\u00fcmeye olas\u0131 etkisi ve dolar\u0131n de\u011ferini artt\u0131raca\u011f\u0131 ger\u00e7e\u011fi, Ba\u015fkan Trump\u2019\u0131 k\u0131zd\u0131rm\u0131\u015f durumda.<\/span><\/p>  <p><span class=\"large\">T\u00fcrkiye\u2019nin k\u00fcresel \u2018ticaret ve kur sava\u015f\u0131\u2019ndaki t\u0131rman\u0131\u015f\u0131, d\u00fcnya merkez bankalar\u0131ndan kaynaklanabilecek bask\u0131y\u0131 ve Brexit ile Avrupa Parlamentosu se\u00e7imlerinin siyasi tansiyonu f\u0131rlatma riskini, \u2018dengeleme-disiplin\u2019 d\u00f6neminin etkili tedbirleriyle n\u00f6tralize etmesi gerekiyor. T\u00fcrkiye\u2019nin ekonomik k\u0131vrakl\u0131\u011f\u0131n\u0131, ihracat becerisini g\u00fc\u00e7lendirecek, esnekli\u011fini artt\u0131racak hamleler 2019\u2019u daha rahat atlatmam\u0131z\u0131 sa\u011flayacakt\u0131r.<\/span><\/p>  <p><span class=\"large\"><strong>T\u0130CARET SAVA\u015eI \u2018REKABET\u00c7\u0130\u2019 KILAR<\/strong><\/span><\/p>  <p><span class=\"large\">2018\u2019e damgas\u0131n\u0131 vuran en kritik k\u00fcresel meselelerin ba\u015f\u0131nda, hi\u00e7 ku\u015fkusuz, \u2018ticaret sava\u015flar\u0131\u2019 geliyor. Washington merkezli d\u00fc\u015f\u00fcnce kurulu\u015flar\u0131n\u0131n raporlar\u0131, ba\u015fta ABD, \u2018y\u00fckselen\u2019 Asya-Pasifik ve \u00c7in\u2019in \u2018kapitalizmin baronlar\u0131\u2019n\u0131 hayli zorlayaca\u011f\u0131na i\u015faret ediyordu. Bununla birlikte, bu raporlar\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 d\u00f6nemin ba\u015fkan\u0131 olarak, Obama, \u00c7in\u2019le do\u011frudan bir \u2018ticaret sava\u015f\u0131\u2019na girmek yerine, \u00c7in\u2019in Asya-Pasifik\u2019teki etkisini dengeleyebilece\u011fi bir \u2018Trans-Pasifik \u0130\u015fbirli\u011fi Anla\u015fmas\u0131\u2019 ile a\u011f\u0131rl\u0131k koymay\u0131 tercih etti. Ba\u015fkan Trump ise, bu t\u00fcr \u2018demir ele ge\u00e7irilmi\u015f kadife eldiven\u2019 t\u00fcr\u00fc metotlar\u0131 elinin tersiyle iterek, ABD\u2019nin \u00c7in\u2019e kar\u015f\u0131 m\u00fccadelesini \u2018a\u00e7\u0131k sava\u015f\u2019 metotlar\u0131 ile y\u00fcr\u00fctmeyi tercih etti.<\/span><\/p>  <p><span class=\"large\">Bununla birlikte, Trump \u00c7in\u2019e kar\u015f\u0131 b\u00fcy\u00fck bir m\u00fccadeleyi ba\u015flatm\u0131\u015f olsa da, son 20 y\u0131lda, \u2018Atlantik \u0130ttifak\u0131\u2019n\u0131n, yani hem ABD ve hem AB\u2019nin, hammadde, i\u015fg\u00fcc\u00fc ve enerji maliyetlerinde \u2018rekabet\u00e7i \u00fcretim\u2019 becerisini kaybedip, \u00fcretimi Asya-Pasifik\u2019e kayd\u0131rmalar\u0131n\u0131n sonucudur, bug\u00fcn ya\u015fananlar. Gelinen noktada, d\u00fcnya ekonomisinde a\u011f\u0131rl\u0131klar\u0131n\u0131 kaybedecekleri bir \u2018gelecek\u2019 h\u0131zla yakla\u015f\u0131rken, kapitalist sistemin \u2018baronlar\u0131\u2019 art\u0131k ciddi manada zorlanmaktalar. \u00c7\u00fcnk\u00fc k\u00fcresel rekabette g\u00fc\u00e7l\u00fc olmak, art\u0131k her \u00fclke i\u00e7in bir \u2018ekosistem\u2019 i\u015fi. Bu noktada, \u00c7in, bilhassa son 20 y\u0131l i\u00e7erisinde, d\u00fcnyan\u0131n en \u00f6nemli \u00fcretici ve ihracat\u00e7\u0131 \u00fclkesi olmak ad\u0131na, ekosistemi olu\u015fturmay\u0131 ba\u015fard\u0131.<\/span><\/p>  <p><span class=\"large\">Bu nedenle, bug\u00fcn ABD\u2019nin var g\u00fcc\u00fcyle s\u00fcrd\u00fcrd\u00fc\u011f\u00fc \u2018Ticaret Sava\u015f\u0131\u2019, \u00c7in sahip oldu\u011fu \u2018\u00fcretim, giri\u015fim, inovasyon ekosistemi\u2019 ile yeni \u00e7\u00f6z\u00fcmler \u00fcretmeyi s\u00fcrd\u00fcrd\u00fc\u011f\u00fc m\u00fcddet\u00e7e, ba\u015far\u0131s\u0131z olmaya mahkum. T\u00fcrkiye\u2019nin de i\u00e7inde yer ald\u0131\u011f\u0131 \u00f6nde gelen geli\u015fmekte olan \u00fclkelerin ihracat\u00e7\u0131lar\u0131, \u00fcreticileri, \u2018ticaret sava\u015f\u0131\u2019n\u0131 kendilerini daha da \u2018m\u00fckemmel\u2019le\u015ftirebilecekleri, daha da \u2018rekabet\u00e7i\u2019 olabilecekleri bir \u2018meydan okuma\u2019, bir \u2018f\u0131rsat\u2019 olarak g\u00f6r\u00fcyorlar. Kapitalizmin \u2018baronlar\u0131\u2019na ge\u00e7mi\u015f olsun.<\/span><\/p>  \t\t\t\t","slug":"2019un-kritik-konusu-yatirimlar","tags":"K\u00f6\u015fe Yaz\u0131s\u0131","meta_title":"2019\u2019un kritik konusu \u2018yat\u0131r\u0131mlar\u2019","meta_description":"Prof. Dr. Kerem Alkin","meta_keywords":"K\u00f6\u015fe Yaz\u0131s\u0131","news_cover_min":null,"news_cover":null,"news_video_min":null,"news_video":null,"view_count":119,"cropped_1200x675":null,"user":{"id":11,"name":"KEREM","surname":"ALK\u0130N","email":"irem05@daglaroglu.com","slug":"prof-dr-kerem-alkin","avatar":"\/front\/uploads\/avatar\/17336916000GNrERW0ucj2Ja7.webp","status":1,"role":1,"email_verified_at":null,"orde":null,"created_at":"2022-09-15T09:39:41.000000Z","updated_at":"2024-12-18T09:50:43.000000Z","seo_title":null,"seo_description":null},"translations":[{"id":19784,"is_featured":0,"is_amp":0,"is_ads":0,"ads_link":null,"post_id":19685,"locale":"tr","category_id":73,"title":"2019\u2019un kritik konusu \u2018yat\u0131r\u0131mlar\u2019","home_title":null,"sub_title":null,"slider_title":null,"slider_title_2":null,"slider_spot_title":null,"slider_spot_title_2":null,"subtitleuse":0,"description":null,"content":"  \t\t\t\t\t  \t\t\t\t\t<p><span class=\"large\">Ba\u015fkan Trump\u2019\u0131n \u00f6nderlik etti\u011fi \u2018ticaret ve kur sava\u015f\u0131\u2019, Avrupa Birli\u011fi\u2019ne ve \u00c7in\u2019e g\u00f6zda\u011f\u0131 vermek ad\u0131na, Trump y\u00f6netiminin sava\u015f\u0131 \u2018\u0130ran ambargosu\u2019 tehdidi \u00fczerinden \u2018sosland\u0131rmas\u0131\u2019na kadar vard\u0131. Huawei\u2019nin veliahd\u0131n\u0131 Kanada\u2019da tutuklamaya noktas\u0131na kadar dayanan bu s\u00fcre\u00e7, ABD, AB ve \u00c7in \u015firketleri a\u00e7\u0131s\u0131ndan artan bir \u2018k\u00fcresel belirsizlik\u2019 anlam\u0131na gelmekte. Ekonomistler, 2019 y\u0131l\u0131nda, bu temel sorundan hareketle iki temel riske i\u015faret ediyorlar; birincisi, ABD, AB ve \u00c7in\u2019de yeni fabrika ve yeni makine ve te\u00e7hizat yat\u0131r\u0131mlar\u0131nda ciddi bir yava\u015flama, hatta daralma riski. \u0130kincisi, ABD, Avrupa Birli\u011fi ve \u00c7in i\u00e7in \u2018net ihracat\u2019\u0131n b\u00fcy\u00fcmeye katk\u0131s\u0131n\u0131n ciddi yava\u015flama, hatta daralma g\u00f6stermesi riski.<\/span><\/p>  <p><span class=\"large\">\u00dclkelerin ekonomik b\u00fcy\u00fcme performans\u0131n\u0131n \u00f6nemli sac ayaklar\u0131ndan birisini \u00f6zel sekt\u00f6r yat\u0131r\u0131m harcamalar\u0131 olu\u015fturmakta. Elbette, kamu yat\u0131r\u0131m harcamalar\u0131 da unutulmamal\u0131. \u2018Ticaret sava\u015flar\u0131\u2019n\u0131n G20 \u00fclkelerinde makine ve te\u00e7hizat yat\u0131r\u0131mlar\u0131 ile fabrika yat\u0131r\u0131mlar\u0131n\u0131 daha da yava\u015flatmas\u0131 halinde, k\u00fcresel b\u00fcy\u00fcme de bu tablodan olumsuz y\u00f6nde etkilenecek. Bu durum, d\u00fcnyan\u0131n \u00f6nde gelen merkez bankalar\u0131 \u00fczerindeki bask\u0131y\u0131 daha artt\u0131racak. <\/span><\/p>  <p><span class=\"large\">ABD Merkez Bankas\u0131 (FED) 19 Aral\u0131k\u2019taki son toplant\u0131s\u0131nda, 2019 faiz art\u0131\u015f ad\u0131mlar\u0131n\u0131 azaltsa da, 2020 i\u00e7in ise tek ad\u0131ma d\u00fc\u015f\u00fcrm\u00fc\u015f olsa da, son toplant\u0131daki faiz art\u0131\u015f karar\u0131 Trump\u2019la FED\u2019in aras\u0131n\u0131 fena germi\u015f durumda. <\/span><\/p>  <p><span class=\"large\">Vergi indirimlerinin ABD\u2019nin b\u00fcy\u00fcmesine katk\u0131 sa\u011flama etkisi ciddi \u00f6l\u00e7\u00fcde zay\u0131flam\u0131\u015fken, faiz art\u0131\u015f\u0131n\u0131n b\u00fcy\u00fcmeye olas\u0131 etkisi ve dolar\u0131n de\u011ferini artt\u0131raca\u011f\u0131 ger\u00e7e\u011fi, Ba\u015fkan Trump\u2019\u0131 k\u0131zd\u0131rm\u0131\u015f durumda.<\/span><\/p>  <p><span class=\"large\">T\u00fcrkiye\u2019nin k\u00fcresel \u2018ticaret ve kur sava\u015f\u0131\u2019ndaki t\u0131rman\u0131\u015f\u0131, d\u00fcnya merkez bankalar\u0131ndan kaynaklanabilecek bask\u0131y\u0131 ve Brexit ile Avrupa Parlamentosu se\u00e7imlerinin siyasi tansiyonu f\u0131rlatma riskini, \u2018dengeleme-disiplin\u2019 d\u00f6neminin etkili tedbirleriyle n\u00f6tralize etmesi gerekiyor. T\u00fcrkiye\u2019nin ekonomik k\u0131vrakl\u0131\u011f\u0131n\u0131, ihracat becerisini g\u00fc\u00e7lendirecek, esnekli\u011fini artt\u0131racak hamleler 2019\u2019u daha rahat atlatmam\u0131z\u0131 sa\u011flayacakt\u0131r.<\/span><\/p>  <p><span class=\"large\"><strong>T\u0130CARET SAVA\u015eI \u2018REKABET\u00c7\u0130\u2019 KILAR<\/strong><\/span><\/p>  <p><span class=\"large\">2018\u2019e damgas\u0131n\u0131 vuran en kritik k\u00fcresel meselelerin ba\u015f\u0131nda, hi\u00e7 ku\u015fkusuz, \u2018ticaret sava\u015flar\u0131\u2019 geliyor. Washington merkezli d\u00fc\u015f\u00fcnce kurulu\u015flar\u0131n\u0131n raporlar\u0131, ba\u015fta ABD, \u2018y\u00fckselen\u2019 Asya-Pasifik ve \u00c7in\u2019in \u2018kapitalizmin baronlar\u0131\u2019n\u0131 hayli zorlayaca\u011f\u0131na i\u015faret ediyordu. Bununla birlikte, bu raporlar\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 d\u00f6nemin ba\u015fkan\u0131 olarak, Obama, \u00c7in\u2019le do\u011frudan bir \u2018ticaret sava\u015f\u0131\u2019na girmek yerine, \u00c7in\u2019in Asya-Pasifik\u2019teki etkisini dengeleyebilece\u011fi bir \u2018Trans-Pasifik \u0130\u015fbirli\u011fi Anla\u015fmas\u0131\u2019 ile a\u011f\u0131rl\u0131k koymay\u0131 tercih etti. Ba\u015fkan Trump ise, bu t\u00fcr \u2018demir ele ge\u00e7irilmi\u015f kadife eldiven\u2019 t\u00fcr\u00fc metotlar\u0131 elinin tersiyle iterek, ABD\u2019nin \u00c7in\u2019e kar\u015f\u0131 m\u00fccadelesini \u2018a\u00e7\u0131k sava\u015f\u2019 metotlar\u0131 ile y\u00fcr\u00fctmeyi tercih etti.<\/span><\/p>  <p><span class=\"large\">Bununla birlikte, Trump \u00c7in\u2019e kar\u015f\u0131 b\u00fcy\u00fck bir m\u00fccadeleyi ba\u015flatm\u0131\u015f olsa da, son 20 y\u0131lda, \u2018Atlantik \u0130ttifak\u0131\u2019n\u0131n, yani hem ABD ve hem AB\u2019nin, hammadde, i\u015fg\u00fcc\u00fc ve enerji maliyetlerinde \u2018rekabet\u00e7i \u00fcretim\u2019 becerisini kaybedip, \u00fcretimi Asya-Pasifik\u2019e kayd\u0131rmalar\u0131n\u0131n sonucudur, bug\u00fcn ya\u015fananlar. Gelinen noktada, d\u00fcnya ekonomisinde a\u011f\u0131rl\u0131klar\u0131n\u0131 kaybedecekleri bir \u2018gelecek\u2019 h\u0131zla yakla\u015f\u0131rken, kapitalist sistemin \u2018baronlar\u0131\u2019 art\u0131k ciddi manada zorlanmaktalar. \u00c7\u00fcnk\u00fc k\u00fcresel rekabette g\u00fc\u00e7l\u00fc olmak, art\u0131k her \u00fclke i\u00e7in bir \u2018ekosistem\u2019 i\u015fi. Bu noktada, \u00c7in, bilhassa son 20 y\u0131l i\u00e7erisinde, d\u00fcnyan\u0131n en \u00f6nemli \u00fcretici ve ihracat\u00e7\u0131 \u00fclkesi olmak ad\u0131na, ekosistemi olu\u015fturmay\u0131 ba\u015fard\u0131.<\/span><\/p>  <p><span class=\"large\">Bu nedenle, bug\u00fcn ABD\u2019nin var g\u00fcc\u00fcyle s\u00fcrd\u00fcrd\u00fc\u011f\u00fc \u2018Ticaret Sava\u015f\u0131\u2019, \u00c7in sahip oldu\u011fu \u2018\u00fcretim, giri\u015fim, inovasyon ekosistemi\u2019 ile yeni \u00e7\u00f6z\u00fcmler \u00fcretmeyi s\u00fcrd\u00fcrd\u00fc\u011f\u00fc m\u00fcddet\u00e7e, ba\u015far\u0131s\u0131z olmaya mahkum. T\u00fcrkiye\u2019nin de i\u00e7inde yer ald\u0131\u011f\u0131 \u00f6nde gelen geli\u015fmekte olan \u00fclkelerin ihracat\u00e7\u0131lar\u0131, \u00fcreticileri, \u2018ticaret sava\u015f\u0131\u2019n\u0131 kendilerini daha da \u2018m\u00fckemmel\u2019le\u015ftirebilecekleri, daha da \u2018rekabet\u00e7i\u2019 olabilecekleri bir \u2018meydan okuma\u2019, bir \u2018f\u0131rsat\u2019 olarak g\u00f6r\u00fcyorlar. Kapitalizmin \u2018baronlar\u0131\u2019na ge\u00e7mi\u015f olsun.<\/span><\/p>  \t\t\t\t","slug":"2019un-kritik-konusu-yatirimlar","orjinalimage":null,"news_cover_min":null,"news_cover":null,"news_video_min":null,"news_video":null,"cropped_638x552":null,"cropped_310x208":null,"cropped_416x247":null,"cropped_197x247":null,"cropped_416x600":null,"cropped_1200x675":null,"tags":"K\u00f6\u015fe Yaz\u0131s\u0131","meta_title":"2019\u2019un kritik konusu \u2018yat\u0131r\u0131mlar\u2019","meta_description":"Prof. Dr. Kerem Alkin","meta_keywords":"K\u00f6\u015fe Yaz\u0131s\u0131","view_count":119,"yt":0,"ytid":"","ytimage":null,"imgdate":"2000-01-01 00:00:00","cuff_cover":null,"cropped_358x214":null,"cropped_842x474":null}]}}