Goldman Sachs, Tokyo’nun sermaye ak\u0131\u015f\u0131n\u0131 \u00fclkeye y\u00f6nlendirme \u00e7abalar\u0131na ra\u011fmen Japon yat\u0131r\u0131mc\u0131lar\u0131n h\u00e2l\u00e2 \u00f6nemli bir h\u0131zla yabanc\u0131 tahvil sat\u0131n ald\u0131\u011f\u0131n\u0131 belirtiyor. Goldman Sachs, Japonya Merkez Bankas\u0131’n\u0131n (BOJ) \u00f6n\u00fcm\u00fczdeki ay yapaca\u011f\u0131 faiz art\u0131r\u0131m\u0131n\u0131n, sermaye geri d\u00f6n\u00fc\u015f\u00fcndeki herhangi bir de\u011fi\u015fimden daha \u00e7ok yenin g\u00fc\u00e7lenmesi \u00fczerinde etkili olaca\u011f\u0131n\u0131 \u00f6ng\u00f6r\u00fcyor.<\/p>\n\n\n\n
Goldman’\u0131n notu, \u015fimdiye kadar m\u00fcdahale ve faiz farkl\u0131l\u0131klar\u0131 \u00fczerine odaklanan yen tart\u0131\u015fmas\u0131na sermaye ak\u0131\u015f\u0131 boyutunu ekliyor ve Tokyo’nun yat\u0131r\u0131mlar\u0131 \u00fclkeye geri y\u00f6nlendirme \u00e7abas\u0131n\u0131n hen\u00fcz ger\u00e7ek yat\u0131r\u0131mc\u0131 davran\u0131\u015f\u0131n\u0131 de\u011fi\u015ftirmedi\u011fi yorumunu getiriyor. Temmuz ay\u0131nda yabanc\u0131 tahvillerin net al\u0131m\u0131n\u0131n \u00f6nemli \u00f6l\u00e7\u00fcde devam etti\u011fini g\u00f6steren Maliye Bakanl\u0131\u011f\u0131 verileri, politika odakl\u0131 herhangi bir geri d\u00f6n\u00fc\u015f hareketinin ger\u00e7ekle\u015fmi\u015f olmaktan ziyade bir hedef oldu\u011funu g\u00f6steriyor ve Goldman’\u0131n, yurt d\u0131\u015f\u0131ndaki daha iyi getirilerin, i\u00e7 politika sinyallerinden ba\u011f\u0131ms\u0131z olarak Japon sermayesini \u00e7ekmeye devam edece\u011fi y\u00f6n\u00fcndeki mevcut \u015f\u00fcphecili\u011fini g\u00fc\u00e7lendiriyor. Bu, son d\u00f6nemdeki haberlerde yer alan daha geni\u015f yen tezi i\u00e7in \u00f6nemlidir, \u00e7\u00fcnk\u00fc korunmas\u0131z geri d\u00f6n\u00fc\u015f\u00fcn s\u00fcrd\u00fcr\u00fclebilir yen g\u00fcc\u00fc sa\u011flayacak mekanizma olma olas\u0131l\u0131\u011f\u0131n\u0131n d\u00fc\u015f\u00fck oldu\u011funu ima eder. Bunun yerine Goldman, yen g\u00fcc\u00fcn\u00fcn daha g\u00fcvenilir yolunu, MUFG ve bu hafta bir Reuters analisti taraf\u0131ndan zaten dile getirilen, m\u00fcdahalenin tek ba\u015f\u0131na yaln\u0131zca ge\u00e7ici destek sa\u011flad\u0131\u011f\u0131 ve kal\u0131c\u0131 yen g\u00fcc\u00fcn\u00fcn sermaye ak\u0131\u015flar\u0131n\u0131n geri d\u00f6n\u00fc\u015f\u00fcnden ziyade faiz farkl\u0131l\u0131klar\u0131n\u0131n ger\u00e7ek anlamda daralmas\u0131n\u0131 gerektirdi\u011fi g\u00f6r\u00fc\u015f\u00fcyle \u200b\u200btutarl\u0131 olarak, Japonya Merkez Bankas\u0131’n\u0131n gelecek ay faiz art\u0131r\u0131m\u0131na ba\u011fl\u0131yor.<\/p>\n","protected":false},"excerpt":{"rendered":"
Goldman Sachs, Tokyo’nun sermaye ak\u0131\u015f\u0131n\u0131 \u00fclkeye y\u00f6nlendirme \u00e7abalar\u0131na ra\u011fmen Japon yat\u0131r\u0131mc\u0131lar\u0131n h\u00e2l\u00e2 \u00f6nemli bir h\u0131zla yabanc\u0131 tahvil sat\u0131n ald\u0131\u011f\u0131n\u0131 belirtiyor.<\/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","footnotes":""},"categories":[8],"tags":[157],"class_list":["post-8564","post","type-post","status-publish","format-standard","hentry","category-son-dakikalar","tag-yen"],"_links":{"self":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/8564","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=8564"}],"version-history":[{"count":1,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/8564\/revisions"}],"predecessor-version":[{"id":8565,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/8564\/revisions\/8565"}],"wp:attachment":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=8564"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=8564"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=8564"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}