{"status":true,"post":{"id":27816,"user_id":23,"status":1,"type":1,"orde":null,"notification_type":3,"static_post":0,"published_at":"2022-10-24 15:36:25","created_at":"2021-08-05T21:00:00.000000Z","updated_at":"2022-10-24T12:36:25.000000Z","edited_at":"2024-12-17 22:35:21","source_id":null,"post_id":27816,"is_featured":0,"title":"Kur ve rekabet","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 style=\"text-align: right;\"><span class=\"large\"><strong>Hikmet Baydar<\/strong><\/span><br><span class=\"large\"> <strong><\/strong><\/span><\/p>  <p><span class=\"large\">TCMB, ayl\u0131k bazda reel efektif d\u00f6viz kuru diye bir veri a\u00e7\u0131kl\u0131yor. Bu veri, ihracat\u00e7\u0131 ve ithalat\u00e7\u0131 a\u00e7\u0131s\u0131ndan son derece \u00f6nemli bilgiler i\u00e7eriyor.<\/span><\/p>  <p><span class=\"large\">Nedir bu reel efektif d\u00f6viz kuru ve ne i\u015fimize yarar?<\/span><\/p>  <p><span class=\"large\">Nominal efektif d\u00f6viz kuru, T\u00fcrkiye\u2019nin d\u0131\u015f ticaretinde \u00f6nemli paya sahip \u00fclkelerin para birimlerinden olu\u015fan sepete g\u00f6re, T\u00fcrk liras\u0131n\u0131n a\u011f\u0131rl\u0131kl\u0131 ortalama de\u011feridir. A\u011f\u0131rl\u0131klar ikili ticaret ak\u0131mlar\u0131 kullan\u0131larak belirleniyor. Reel efektif d\u00f6viz kuru ise nominal efektif d\u00f6viz kurundaki nispi fiyat etkileri ar\u0131nd\u0131r\u0131larak elde ediliyor. Bu fiyat etkilerinden ar\u0131nd\u0131rma i\u015fi T\u00dcFE oran\u0131 kullan\u0131larak yap\u0131ld\u0131\u011f\u0131nda ise T\u00dcFE bazl\u0131 reel efektif d\u00f6viz kuru, yurt i\u00e7i \u00dcFE oran\u0131 kullan\u0131l\u0131rsa Y\u0130-\u00dcFE bazl\u0131 reel efektif d\u00f6viz kuru bulunmu\u015f olur.<\/span><\/p>  <p><span class=\"large\"><strong>YURT \u0130\u00c7\u0130 ENFLASYON ARTI\u015eI<\/strong><\/span><\/p>  <p><span class=\"large\">Reel efektif d\u00f6viz kuru, yurt d\u0131\u015f\u0131nda \u00fcretilen mallar\u0131n yurt i\u00e7inde \u00fcretilen mallar cinsinden g\u00f6reli fiyat\u0131n\u0131yans\u0131tan bir g\u00f6stergedir. Endeksin y\u00fckseliyor olmas\u0131, yerel paran\u0131n de\u011fer kazand\u0131\u011f\u0131na i\u015faret ediyor. Bir \u00fclkenin yerel para birimininticaret yapt\u0131\u011f\u0131 \u00fclkelerin para birimlerine g\u00f6re de\u011fer kayb\u0131 REDK\u2019id\u00fc\u015f\u00fcr\u00fcrken, yurt i\u00e7i enflasyon art\u0131\u015f\u0131 REDK\u2019i y\u00fckseltiyor. REDK\u2019in y\u00fckselmesi, TL\u2019nin reel bazda de\u011fer kazand\u0131\u011f\u0131n\u0131 g\u00f6steriyor.<\/span><\/p>  <p><span class=\"large\">Burada dikkat edilmesi gereken husus, yurt i\u00e7i enflasyon art\u0131\u015f\u0131n\u0131n reel efektif d\u00f6viz kurunu yukar\u0131 itmesidir.<\/span><\/p>  <p><span class=\"large\"><img style=\"\" src=\"\/Archive\/Content\/1220202212520063a1aff06a1d127915.webp\" alt=\"\" width=\"\" class=\"contentImg\"><\/span><span class=\"large\">\u015eimdi grafi\u011fe bakal\u0131m\u2026<\/span><\/p>  <p><span class=\"large\">Ge\u00e7ti\u011fimiz 4 ayda gerileme trendinde olan (toplam:-%14.2) reel efektif d\u00f6viz kuru, haziranda 59.65 ile tarihi d\u00fc\u015f\u00fck seviyeyi g\u00f6rd\u00fckten sonra temmuzda ayl\u0131k bazda y\u00fczde 2.8 y\u00fckseldi ve 61.31 seviyesine geldi. Endeksin y\u00fckseli\u015finde temmuz ay\u0131nda sepet kurda g\u00f6r\u00fclen y\u00fczde 0.9\u2019luk d\u00fc\u015f\u00fc\u015f ve enflasyonun ayl\u0131k bazda y\u00fczde 1.80 artmas\u0131 etkilioldu.<\/span><\/p>  <p><span class=\"large\">Ocak 2021\u2019de y\u00fczde 50 dolar + y\u00fczde 50 Euro\u2019dan olu\u015fan d\u00f6viz sepeti 8 TL civar\u0131ndayd\u0131. Temmuz sonunda ise 9.25 civar\u0131nda olan d\u00f6viz sepetine g\u00f6re TL de\u011fer kaybetti. Bu durum enflasyon art\u0131\u015f\u0131na g\u00f6re daha bask\u0131n gelmi\u015f oldu\u011fundan T\u00dcFE bazl\u0131 reel efektif d\u00f6viz kurunun y\u0131l ba\u015f\u0131na g\u00f6re a\u015fa\u011f\u0131da oldu\u011funu, 1 y\u0131l \u00f6ncesine g\u00f6re ise ayn\u0131 seviyelerde oldu\u011funu g\u00f6r\u00fcyoruz.<\/span><\/p>  <p><span class=\"large\">K\u0131sacas\u0131, kurdan kaynaklanan ge\u00e7ici bir rekabet avantaj\u0131 elde edilmi\u015f g\u00f6r\u00fcn\u00fcyor.<\/span><\/p>  <p><span class=\"large\"><strong>\u0130\u00c7 MAL\u0130YETLERE \u0130Y\u0130 ODAKLANILMALI<\/strong><\/span><\/p>  <p><span class=\"large\">Ancak bu kur kaynakl\u0131 rekabet avantaj\u0131n\u0131n art\u0131k yava\u015f yava\u015f yurt i\u00e7i enflasyon olu\u015fturma potansiyeli de dikkate al\u0131nmal\u0131. \u00c7\u00fcnk\u00fc y\u00fcksek kur, y\u00fcksek maliyeti beraberinde getirmekte oldu\u011fundan, i\u00e7 pazarda fiyatlar genel seviyesinde art\u0131\u015f\u0131n devam etme riskini art\u0131r\u0131yor. Bu durumda i\u015fg\u00fcc\u00fc, enerji ve ithal girdi maliyet art\u0131\u015f\u0131n\u0131n enflasyonu yukar\u0131 itmesi nedeniyle reel efektif d\u00f6viz kuru y\u00fckselmeye ba\u015flayabilir. \u0130\u015fte o zaman hem enflasyonu daha fazla hissedebiliriz hem de reel efektif d\u00f6viz kurunun y\u00fckselmesi nedeniyle kurun verdi\u011fi rekabet avantaj\u0131n\u0131 kaybedebiliriz. <\/span><br><span class=\"large\"> Son s\u00f6z\u00fcm\u00fcz; yurt i\u00e7i fiyat seviyelerindeki de\u011fi\u015fim, ihracat avantaj\u0131n\u0131n azalmas\u0131na neden olabilir. O y\u00fczden i\u00e7 maliyetlere<\/span><span class=\"large\">iyi odaklan\u0131lmal\u0131. \u00d6zellikle enerji ve ithal girdi maliyet de\u011fi\u015fimine dikkat!<\/span><\/p>  \t\t\t\t","slug":"kur-ve-rekabet","tags":"K\u00f6\u015fe Yaz\u0131s\u0131","meta_title":"Kur ve rekabet","meta_description":"Hikmet Baydar","meta_keywords":"K\u00f6\u015fe Yaz\u0131s\u0131","news_cover_min":null,"news_cover":null,"news_video_min":null,"news_video":null,"view_count":1082,"cropped_1200x675":null,"user":{"id":23,"name":"H\u0130KMET","surname":"BAYDAR","email":"hikmet-baydar@gmail.com","slug":"hikmet-baydar","avatar":"\/front\/uploads\/avatar\/1733691600m8IdzrjJsMVvSMC.webp","status":1,"role":1,"email_verified_at":null,"orde":null,"created_at":"2022-10-19T14:42:06.000000Z","updated_at":"2024-12-18T09:49:02.000000Z","seo_title":null,"seo_description":null},"translations":[{"id":27915,"is_featured":0,"is_amp":0,"is_ads":0,"ads_link":null,"post_id":27816,"locale":"tr","category_id":73,"title":"Kur ve rekabet","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 style=\"text-align: right;\"><span class=\"large\"><strong>Hikmet Baydar<\/strong><\/span><br><span class=\"large\"> <strong><\/strong><\/span><\/p>  <p><span class=\"large\">TCMB, ayl\u0131k bazda reel efektif d\u00f6viz kuru diye bir veri a\u00e7\u0131kl\u0131yor. Bu veri, ihracat\u00e7\u0131 ve ithalat\u00e7\u0131 a\u00e7\u0131s\u0131ndan son derece \u00f6nemli bilgiler i\u00e7eriyor.<\/span><\/p>  <p><span class=\"large\">Nedir bu reel efektif d\u00f6viz kuru ve ne i\u015fimize yarar?<\/span><\/p>  <p><span class=\"large\">Nominal efektif d\u00f6viz kuru, T\u00fcrkiye\u2019nin d\u0131\u015f ticaretinde \u00f6nemli paya sahip \u00fclkelerin para birimlerinden olu\u015fan sepete g\u00f6re, T\u00fcrk liras\u0131n\u0131n a\u011f\u0131rl\u0131kl\u0131 ortalama de\u011feridir. A\u011f\u0131rl\u0131klar ikili ticaret ak\u0131mlar\u0131 kullan\u0131larak belirleniyor. Reel efektif d\u00f6viz kuru ise nominal efektif d\u00f6viz kurundaki nispi fiyat etkileri ar\u0131nd\u0131r\u0131larak elde ediliyor. Bu fiyat etkilerinden ar\u0131nd\u0131rma i\u015fi T\u00dcFE oran\u0131 kullan\u0131larak yap\u0131ld\u0131\u011f\u0131nda ise T\u00dcFE bazl\u0131 reel efektif d\u00f6viz kuru, yurt i\u00e7i \u00dcFE oran\u0131 kullan\u0131l\u0131rsa Y\u0130-\u00dcFE bazl\u0131 reel efektif d\u00f6viz kuru bulunmu\u015f olur.<\/span><\/p>  <p><span class=\"large\"><strong>YURT \u0130\u00c7\u0130 ENFLASYON ARTI\u015eI<\/strong><\/span><\/p>  <p><span class=\"large\">Reel efektif d\u00f6viz kuru, yurt d\u0131\u015f\u0131nda \u00fcretilen mallar\u0131n yurt i\u00e7inde \u00fcretilen mallar cinsinden g\u00f6reli fiyat\u0131n\u0131yans\u0131tan bir g\u00f6stergedir. Endeksin y\u00fckseliyor olmas\u0131, yerel paran\u0131n de\u011fer kazand\u0131\u011f\u0131na i\u015faret ediyor. Bir \u00fclkenin yerel para birimininticaret yapt\u0131\u011f\u0131 \u00fclkelerin para birimlerine g\u00f6re de\u011fer kayb\u0131 REDK\u2019id\u00fc\u015f\u00fcr\u00fcrken, yurt i\u00e7i enflasyon art\u0131\u015f\u0131 REDK\u2019i y\u00fckseltiyor. REDK\u2019in y\u00fckselmesi, TL\u2019nin reel bazda de\u011fer kazand\u0131\u011f\u0131n\u0131 g\u00f6steriyor.<\/span><\/p>  <p><span class=\"large\">Burada dikkat edilmesi gereken husus, yurt i\u00e7i enflasyon art\u0131\u015f\u0131n\u0131n reel efektif d\u00f6viz kurunu yukar\u0131 itmesidir.<\/span><\/p>  <p><span class=\"large\"><img style=\"\" src=\"\/Archive\/Content\/1220202212520063a1aff06a1d127915.webp\" alt=\"\" width=\"\" class=\"contentImg\"><\/span><span class=\"large\">\u015eimdi grafi\u011fe bakal\u0131m\u2026<\/span><\/p>  <p><span class=\"large\">Ge\u00e7ti\u011fimiz 4 ayda gerileme trendinde olan (toplam:-%14.2) reel efektif d\u00f6viz kuru, haziranda 59.65 ile tarihi d\u00fc\u015f\u00fck seviyeyi g\u00f6rd\u00fckten sonra temmuzda ayl\u0131k bazda y\u00fczde 2.8 y\u00fckseldi ve 61.31 seviyesine geldi. Endeksin y\u00fckseli\u015finde temmuz ay\u0131nda sepet kurda g\u00f6r\u00fclen y\u00fczde 0.9\u2019luk d\u00fc\u015f\u00fc\u015f ve enflasyonun ayl\u0131k bazda y\u00fczde 1.80 artmas\u0131 etkilioldu.<\/span><\/p>  <p><span class=\"large\">Ocak 2021\u2019de y\u00fczde 50 dolar + y\u00fczde 50 Euro\u2019dan olu\u015fan d\u00f6viz sepeti 8 TL civar\u0131ndayd\u0131. Temmuz sonunda ise 9.25 civar\u0131nda olan d\u00f6viz sepetine g\u00f6re TL de\u011fer kaybetti. Bu durum enflasyon art\u0131\u015f\u0131na g\u00f6re daha bask\u0131n gelmi\u015f oldu\u011fundan T\u00dcFE bazl\u0131 reel efektif d\u00f6viz kurunun y\u0131l ba\u015f\u0131na g\u00f6re a\u015fa\u011f\u0131da oldu\u011funu, 1 y\u0131l \u00f6ncesine g\u00f6re ise ayn\u0131 seviyelerde oldu\u011funu g\u00f6r\u00fcyoruz.<\/span><\/p>  <p><span class=\"large\">K\u0131sacas\u0131, kurdan kaynaklanan ge\u00e7ici bir rekabet avantaj\u0131 elde edilmi\u015f g\u00f6r\u00fcn\u00fcyor.<\/span><\/p>  <p><span class=\"large\"><strong>\u0130\u00c7 MAL\u0130YETLERE \u0130Y\u0130 ODAKLANILMALI<\/strong><\/span><\/p>  <p><span class=\"large\">Ancak bu kur kaynakl\u0131 rekabet avantaj\u0131n\u0131n art\u0131k yava\u015f yava\u015f yurt i\u00e7i enflasyon olu\u015fturma potansiyeli de dikkate al\u0131nmal\u0131. \u00c7\u00fcnk\u00fc y\u00fcksek kur, y\u00fcksek maliyeti beraberinde getirmekte oldu\u011fundan, i\u00e7 pazarda fiyatlar genel seviyesinde art\u0131\u015f\u0131n devam etme riskini art\u0131r\u0131yor. Bu durumda i\u015fg\u00fcc\u00fc, enerji ve ithal girdi maliyet art\u0131\u015f\u0131n\u0131n enflasyonu yukar\u0131 itmesi nedeniyle reel efektif d\u00f6viz kuru y\u00fckselmeye ba\u015flayabilir. \u0130\u015fte o zaman hem enflasyonu daha fazla hissedebiliriz hem de reel efektif d\u00f6viz kurunun y\u00fckselmesi nedeniyle kurun verdi\u011fi rekabet avantaj\u0131n\u0131 kaybedebiliriz. <\/span><br><span class=\"large\"> Son s\u00f6z\u00fcm\u00fcz; yurt i\u00e7i fiyat seviyelerindeki de\u011fi\u015fim, ihracat avantaj\u0131n\u0131n azalmas\u0131na neden olabilir. O y\u00fczden i\u00e7 maliyetlere<\/span><span class=\"large\">iyi odaklan\u0131lmal\u0131. \u00d6zellikle enerji ve ithal girdi maliyet de\u011fi\u015fimine dikkat!<\/span><\/p>  \t\t\t\t","slug":"kur-ve-rekabet","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":"Kur ve rekabet","meta_description":"Hikmet Baydar","meta_keywords":"K\u00f6\u015fe Yaz\u0131s\u0131","view_count":1082,"yt":0,"ytid":"","ytimage":null,"imgdate":"2000-01-01 00:00:00","cuff_cover":null,"cropped_358x214":null,"cropped_842x474":null}]}}