Morgan Stanley, Brezilya i\u00e7in hisse a\u011f\u0131rl\u0131\u011f\u0131n\u0131 art\u0131rd\u0131 ve y\u0131l sonuna kadar hem hisselerde hem de Brezilya realinde yakla\u015f\u0131k y\u00fczde 10\u2019luk ek y\u00fckseli\u015f alan\u0131 g\u00f6rd\u00fc\u011f\u00fcn\u00fc bildirdi.<\/p>\n
Kuruma g\u00f6re son rallinin ard\u0131ndan yerel yat\u0131r\u0131mc\u0131lar\u0131n hisse taraf\u0131ndaki pay\u0131 h\u00e2l\u00e2 tarihsel ortalamalar\u0131n alt\u0131nda bulunuyor; faizlerde gerileme olursa tahvilden hisseye do\u011fru birka\u00e7 y\u0131l s\u00fcrebilecek bir kayma ya\u015fanabilir.<\/p>\n
Notta, Brezilya se\u00e7im s\u00fcrecinde ikinci turun belirleyici olaca\u011f\u0131 ve mali disiplinin seyrinin piyasalar a\u00e7\u0131s\u0131ndan kritik kalaca\u011f\u0131 da vurguland\u0131.<\/p>\n
\ud83d\udca1 Bilgi Notu:<\/strong> \u201cA\u011f\u0131rl\u0131\u011f\u0131 y\u00fckseltmek\u201d, bir yat\u0131r\u0131m bankas\u0131n\u0131n bir \u00fclke ya da varl\u0131k s\u0131n\u0131f\u0131 i\u00e7in daha olumlu g\u00f6r\u00fc\u015fe ge\u00e7ip portf\u00f6yde ona daha fazla yer verilmesini \u00f6nermesi demektir. \u201cMali disiplin\u201d ise devletin b\u00fct\u00e7e a\u00e7\u0131\u011f\u0131n\u0131 ve bor\u00e7lanmay\u0131 kontrol alt\u0131nda tutmas\u0131, yani harcamalarda daha temkinli davranmas\u0131 anlam\u0131na gelir.<\/p>\n \ud83d\udcca Piyasa Etkisi:<\/strong> Morgan Stanley\u2019nin olumlu g\u00f6r\u00fc\u015f\u00fc, Brezilya hisseleri ve real i\u00e7in k\u0131sa vadede destekleyici alg\u0131lanabilir. Faizlerde d\u00fc\u015f\u00fc\u015f ve b\u00fct\u00e7e taraf\u0131nda daha disiplinli bir g\u00f6r\u00fcn\u00fcm olu\u015fursa, yerel para birimi ve hisse piyasas\u0131na giri\u015fler artabilir.<\/p>\n","protected":false},"excerpt":{"rendered":" Morgan Stanley, Brezilya i\u00e7in hisse a\u011f\u0131rl\u0131\u011f\u0131n\u0131 art\u0131rd\u0131 ve y\u0131l sonuna kadar hem hisselerde hem de Brezilya realinde yakla\u015f\u0131k y\u00fczde 10\u2019luk<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"colormag_page_container_layout":"default_layout","colormag_page_sidebar_layout":"default_layout","fxk_merge_backup":"","footnotes":""},"categories":[8],"tags":[6731,6732,1864],"class_list":["post-28119","post","type-post","status-publish","format-standard","hentry","category-son-dakikalar","tag-brezilya-hisseleri","tag-brezilya-reali","tag-morgan-stanley"],"_links":{"self":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/28119","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=28119"}],"version-history":[{"count":2,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/28119\/revisions"}],"predecessor-version":[{"id":28132,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/28119\/revisions\/28132"}],"wp:attachment":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=28119"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=28119"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=28119"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}