{"id":1842,"date":"2026-09-09T11:37:39","date_gmt":"2026-09-09T08:37:39","guid":{"rendered":"https:\/\/fintech.mercek.net\/news\/?p=1842"},"modified":"2026-09-09T12:00:03","modified_gmt":"2026-09-09T09:00:03","slug":"garanti-bbva-yatirim-yatirimda-beklemek-yerine-planli-hareket-etmenin-onemi-artiyor","status":"publish","type":"post","link":"https:\/\/fintech.mercek.net\/news\/2026\/09\/09\/garanti-bbva-yatirim-yatirimda-beklemek-yerine-planli-hareket-etmenin-onemi-artiyor\/","title":{"rendered":"Garanti BBVA Yat\u0131r\u0131m: Yat\u0131r\u0131mda Beklemek Yerine Planl\u0131 Hareket Etmenin \u00d6nemi Art\u0131yor"},"content":{"rendered":"<h2><strong>Garanti BBVA Yat\u0131r\u0131m, de\u011fi\u015fen piyasa dinamiklerinin yat\u0131r\u0131mc\u0131lar a\u00e7\u0131s\u0131ndan se\u00e7ici ve planl\u0131 hareket etmenin \u00f6nemini art\u0131rd\u0131\u011f\u0131na dikkat \u00e7ekiyor.<\/strong><\/h2>\n<p>Mevcut piyasa ko\u015fullar\u0131n\u0131n kademeli yat\u0131r\u0131m i\u00e7in f\u0131rsatlar sundu\u011funu belirten Garanti BBVA Yat\u0131r\u0131m Genel M\u00fcd\u00fcr\u00fc H\u00fclya T\u00fcrkmen, k\u0131sa vadeli fiyat hareketleri yerine g\u00fc\u00e7l\u00fc bilan\u00e7o, nakit \u00fcretimi, d\u00fc\u015f\u00fck bor\u00e7luluk ve uzun vadeli de\u011fer yaratma potansiyeline odaklanan bir yat\u0131r\u0131m yakla\u015f\u0131m\u0131n\u0131n \u00f6nemini vurguluyor.<\/p>\n<p>2026 y\u0131l\u0131n\u0131n ilk aylar\u0131nda piyasalarda g\u00f6r\u00fclen g\u00fc\u00e7l\u00fc seyir, yaz aylar\u0131nda jeopolitik geli\u015fmeler ve ekonomik ko\u015fullarla birlikte yerini daha temkinli bir g\u00f6r\u00fcn\u00fcme b\u0131rakt\u0131. Yat\u0131r\u0131mc\u0131lar\u0131n \u00f6nemli bir b\u00f6l\u00fcm\u00fc, mevduat faizlerinin de cazibesiyle beklemeyi tercih ederken, <strong>Garanti BBVA Yat\u0131r\u0131m<\/strong> mevcut piyasa ko\u015fullar\u0131nda yat\u0131r\u0131mc\u0131lar\u0131n izleyebilece\u011fi yol haritas\u0131na dikkat \u00e7ekiyor.<\/p>\n<h3><strong>\u201cKe\u015fke dememek i\u00e7in iyi bir plan yapmak gerekiyor\u201d<\/strong><\/h3>\n<p><strong><em>Garanti BBVA Yat\u0131r\u0131m Genel M\u00fcd\u00fcr\u00fc H\u00fclya T\u00fcrkmen<\/em><\/strong><em>, piyasalardaki g\u00f6r\u00fcn\u00fcme ili\u015fkin \u015funlar\u0131 s\u00f6yledi: \u201cPiyasalarda s\u0131k kar\u015f\u0131la\u015f\u0131lan yakla\u015f\u0131mlardan biri, belirsizlik d\u00f6nemlerini f\u0131rsatlar\u0131n azald\u0131\u011f\u0131 d\u00f6nemler olarak de\u011ferlendirmek. Oysa belirsizli\u011fin artt\u0131\u011f\u0131 d\u00f6nemlerde, yat\u0131r\u0131m kararlar\u0131n\u0131 bilgi ve analizle \u015fekillendirmek her zamankinden daha \u00f6nemli. Bu nedenle yat\u0131r\u0131mc\u0131lar\u0131m\u0131za mesaj\u0131m\u0131z net: Belirsizliklerin tamamen ortadan kalkmas\u0131n\u0131 beklemek yerine planl\u0131 hareket etmek, tek seferlik kararlar yerine kademeli bir yakla\u015f\u0131m\u0131 benimsemek, \u00e7e\u015fitlendirmeye ve disiplinli nakit y\u00f6netimine \u00f6nem vermek dalgal\u0131 d\u00f6nemlerde yat\u0131r\u0131mc\u0131lar\u0131n en \u00f6nemli pusulas\u0131. Garanti BBVA Yat\u0131r\u0131m olarak sorumlulu\u011fumuz, yat\u0131r\u0131mc\u0131lar\u0131n duygularla de\u011fil, bilgi ve analizle karar almalar\u0131na destek olmak.\u201d<\/em><\/p>\n<h3><strong>\u201cBilin\u00e7li yat\u0131r\u0131m i\u00e7in do\u011fru sorular\u0131 sormak gerekiyor\u201d<\/strong><\/h3>\n<p><strong>T\u00fcrkmen<\/strong>, 2020\u2019de pandeminin etkisiyle b\u00fcy\u00fck bask\u0131 alt\u0131nda kalan havac\u0131l\u0131k sekt\u00f6r\u00fcnde, belirsizliklerin azalmas\u0131n\u0131n ard\u0131ndan ya\u015fanan g\u00fc\u00e7l\u00fc toparlanmay\u0131 hat\u0131rlatarak, k\u0131sa vadeli piyasa hareketleri yerine \u015firketlerin uzun vadeli potansiyeline odaklan\u0131lmas\u0131 gerekti\u011fini belirtti:<\/p>\n<p><em>\u201cBurada as\u0131l soru \u2018Hangi hisse y\u00fckselecek?\u2019 de\u011fil, \u2018Hangi \u015firket \u00f6n\u00fcm\u00fczdeki \u00fc\u00e7-be\u015f y\u0131lda de\u011fer \u00fcretmeye devam edecek?\u2019 olmal\u0131. G\u00fc\u00e7l\u00fc bilan\u00e7o, nakit \u00fcretme kapasitesi, d\u00fc\u015f\u00fck bor\u00e7luluk, ihracat g\u00fcc\u00fc ve dayan\u0131kl\u0131 i\u015f modeli bu ayr\u0131mda belirleyici unsurlar aras\u0131nda yer al\u0131yor. Bu nedenle yat\u0131r\u0131mc\u0131lar\u0131n k\u0131sa vadeli fiyat hareketlerinden ziyade, \u015firketlerin uzun vadeli de\u011fer yaratma potansiyeline odaklanmas\u0131 gerekiyor.\u201d<\/em><\/p>\n<h3><strong>Dalgal\u0131 D\u00f6nemlerde Dikkat Edilmesi Gerekenler<\/strong><\/h3>\n<p><strong>Garanti BBVA Yat\u0131r\u0131m<\/strong>\u2019\u0131n de\u011ferlendirmelerine g\u00f6re, dalgal\u0131 piyasa d\u00f6nemlerinde yat\u0131r\u0131m kararlar\u0131n\u0131 tek bir noktaya ba\u011fl\u0131 kalmadan, planl\u0131 ve kademeli bir yakla\u015f\u0131mla ele almak \u00f6nem ta\u015f\u0131yor. Yat\u0131r\u0131m\u0131 zamana yaymak, farkl\u0131 sekt\u00f6rlerle \u00e7e\u015fitlendirmek ve belirli \u00f6l\u00e7\u00fcde nakit esnekli\u011fi korumak, zamanlama riskinin daha dengeli y\u00f6netilmesine yard\u0131mc\u0131 oluyor.<\/p>\n<p>Y\u00fcksek faiz d\u00f6nemlerini takip eden 12-24 ayl\u0131k s\u00fcre\u00e7lerde hisse senetlerinin yat\u0131r\u0131mc\u0131lar\u0131n g\u00fcndeminde yeniden \u00f6ne \u00e7\u0131kabildi\u011fi g\u00f6r\u00fcl\u00fcyor. Bu nedenle ideal piyasa ko\u015fullar\u0131n\u0131n olu\u015fmas\u0131n\u0131 beklemek yerine farkl\u0131 piyasa ko\u015fullar\u0131na kar\u015f\u0131 esnek bir yat\u0131r\u0131m yakla\u015f\u0131m\u0131 benimsemek ve uzun vadeli hedefler do\u011frultusunda hareket etmek \u00f6nem ta\u015f\u0131yor.<\/p>\n<h3><strong>\u00d6n\u00fcm\u00fczdeki d\u00f6nemde iki ana yat\u0131r\u0131m temas\u0131 \u00f6ne \u00e7\u0131k\u0131yor<\/strong><\/h3>\n<p><strong>Garanti BBVA Yat\u0131r\u0131m<\/strong>, \u00f6n\u00fcm\u00fczdeki d\u00f6nemde iki ana teman\u0131n \u00f6ne \u00e7\u0131kabilece\u011fini de\u011ferlendiriyor. Ekonomik yava\u015flama d\u00f6nemlerinde talebin g\u00f6rece g\u00fc\u00e7l\u00fc kald\u0131\u011f\u0131 g\u0131da perakendesi, telekom\u00fcnikasyon, elektrik \u00fcretimi ve sa\u011fl\u0131k gibi defansif sekt\u00f6rler ilk temay\u0131 olu\u015fturuyor.<\/p>\n<p>\u0130kinci temada ise b\u00fcy\u00fcme potansiyelini koruyan \u015firketler \u00f6ne \u00e7\u0131k\u0131yor. G\u00fc\u00e7l\u00fc ihracat a\u011f\u0131na sahip sanayi \u015firketlerinin yan\u0131 s\u0131ra savunma sanayi, yaz\u0131l\u0131m, teknoloji ve yapay zek\u00e2 alanlar\u0131 yak\u0131ndan izlenebilir. T\u00fcrkiye\u2019de havac\u0131l\u0131k, savunma sanayi, g\u0131da perakendesi ve se\u00e7ili sanayi \u015firketleri; k\u00fcresel piyasalarda ise teknoloji ve yapay zek\u00e2 \u015firketleri \u00f6ne \u00e7\u0131k\u0131yor. Bunun yan\u0131 s\u0131ra se\u00e7ici olmak kayd\u0131yla de\u011ferleme baz\u0131nda cazip seviyelere yakla\u015fan bankac\u0131l\u0131k hisseleri takip edilebilir.<\/p>\n<p><strong>Garanti BBVA Yat\u0131r\u0131m<\/strong>, mevcut piyasa ko\u015fullar\u0131n\u0131n ve olas\u0131 d\u00fczeltmelerde olu\u015facak gerilemelerin, hisse senedi yat\u0131r\u0131m\u0131 bulunmayan veya s\u0131n\u0131rl\u0131 pozisyona sahip yat\u0131r\u0131mc\u0131lar i\u00e7in planl\u0131 ve kademeli bir ba\u015flang\u0131\u00e7; mevcut yat\u0131r\u0131mc\u0131lar i\u00e7in ise portf\u00f6ylerini yeniden de\u011ferlendirme f\u0131rsat\u0131 sundu\u011funun alt\u0131n\u0131 \u00e7iziyor. Bu s\u00fcre\u00e7te, yat\u0131r\u0131mc\u0131lar\u0131n bilgi ve analizle karar almalar\u0131n\u0131 desteklemek amac\u0131yla, yat\u0131r\u0131m uygulamas\u0131 <strong>eTrader<\/strong> \u00fczerinden yurt i\u00e7i ve yurt d\u0131\u015f\u0131 hisselere ili\u015fkin g\u00fcnl\u00fck yat\u0131r\u0131m fikirleri ve yat\u0131r\u0131m stratejileri payla\u015f\u0131yor.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Garanti BBVA Yat\u0131r\u0131m Genel M\u00fcd\u00fcr\u00fc H\u00fclya T\u00fcrkmen, belirsizlik d\u00f6nemlerinde planl\u0131 ve kademeli yat\u0131r\u0131m yakla\u015f\u0131m\u0131n\u0131n \u00f6nemini vurgulad\u0131.<\/p>\n","protected":false},"author":2,"featured_media":1653,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_ecomap_primary_org_id":2805,"_ecomap_primary_org_name":"Garanti BBVA Yat\u0131r\u0131m","_ecomap_mentioned_org_ids":"[177]","_ecomap_related_org_ids":",177,","_ecomap_match_confidence":0.95,"_ecomap_email_message_id":"1a08547a27ea136f","_ecomap_email_from":"pressrelease@faselis.com","_ecomap_editor_notes":"E-posta HTML'i temizlendi, footer ve abonelik ba\u011flant\u0131lar\u0131 kald\u0131r\u0131ld\u0131. Ba\u015fl\u0131k ve alt ba\u015fl\u0131k yeniden yaz\u0131ld\u0131. G\u00f6vdeye h2 ve h3 ba\u015fl\u0131klar\u0131 eklendi. \u015eirket profili b\u00f6l\u00fcm\u00fc bulunmad\u0131\u011f\u0131 i\u00e7in \u00e7\u0131kar\u0131lmad\u0131. Metin hafif d\u00fczeltmelerle yay\u0131na haz\u0131rland\u0131.","_ecomap_original_body":"<p>Say\u0131n  Fintechistanbul.org - Web Sitesi Yaz\u0131i\u015fleri,<br><br>Garanti BBVA Yat\u0131r\u0131m, de\u011fi\u015fen piyasa dinamiklerinin yat\u0131r\u0131mc\u0131lar a\u00e7\u0131s\u0131ndan se\u00e7ici ve planl\u0131 hareket etmenin \u00f6nemini art\u0131rd\u0131\u011f\u0131na dikkat \u00e7ekiyor. <br><br><\/p><meta name=\"robots\" content=\"noindex, nofollow\"><meta http-equiv=\"Content-Type\" content=\"text\/html; charset=utf-8\"><title>Garanti BBVA Yat\u0131r\u0131m: Yat\u0131r\u0131mda beklemek yerine planl\u0131 hareket etmenin \u00f6nemi art\u0131yor<\/title>  <center><table align=\"center\" border=\"0\" cellpadding=\"0\" cellspacing=\"0\" width=\"100%\" height=\"100%\" id=\"bodycontent\" style=\"-ms-text-size-adjust: none; -webkit-text-size-adjust: none; background-color: #f6f7f8; color: #1c2b28; font-size: 12px; margin: 0; margin-top: 0px; mso-table-lspace: 0pt; mso-table-rspace: 0pt; padding: 0; padding-top: 0px;\"><tr style=\"border: 0px none; border-collapse: collapse; border-spacing: 0px;\"><td align=\"center\" valign=\"top\" id=\"bodyinside\" style=\"-ms-text-size-adjust: none; -webkit-text-size-adjust: none; background-color: #f6f7f8; border-collapse: collapse; color: #1c2b28; font-size: 12px; margin: 0; mso-table-lspace: 0pt; mso-table-rspace: 0pt; padding: 20px;\"><table border=\"0\" cellpadding=\"0\" cellspacing=\"0\" id=\"template\" style=\"-ms-text-size-adjust: none; -webkit-text-size-adjust: none; background-color: #ffffff; margin-top: 0px; mso-table-lspace: 0pt; mso-table-rspace: 0pt; padding-top: 0px; width: 600px;\" width=\"600\"><tr style=\"border: 0px none; border-collapse: collapse; border-spacing: 0px;\"><td align=\"center\" valign=\"top\" style=\"-ms-text-size-adjust: none; -webkit-text-size-adjust: none; border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt;\"><table border=\"0\" cellpadding=\"0\" cellspacing=\"0\" width=\"100%\" id=\"preheader\" style=\"-ms-text-size-adjust: none; -webkit-text-size-adjust: none; background-color: #f6f7f8; margin-top: 0px; mso-table-lspace: 0pt; mso-table-rspace: 0pt; padding-top: 0px;\"><tr style=\"border: 0px none; border-collapse: collapse; border-spacing: 0px;\"><td valign=\"top\" class=\"preheadercontent\" style=\"-ms-text-size-adjust: none; -webkit-text-size-adjust: none; border-collapse: collapse; color: #808080; font-family: Helvetica,Arial,sans-serif; font-size: 11px; line-height: 125%; mso-table-lspace: 0pt; mso-table-rspace: 0pt; padding-bottom: 10px; padding-left: 20px; padding-right: 20px; padding-top: 10px; text-align: center;\"><\/td><\/tr><\/table><\/td><\/tr><tr style=\"border: 0px none; border-collapse: collapse; border-spacing: 0px;\"><td align=\"center\" valign=\"top\" style=\"-ms-text-size-adjust: none; -webkit-text-size-adjust: none; border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt; padding-top:20px\"><table border=\"0\" cellpadding=\"0\" cellspacing=\"0\" width=\"100%\" class=\"mailbody\" style=\"-ms-text-size-adjust: none; -webkit-text-size-adjust: none; font-family: Helvetica,Arial,sans-serif; font-size: 14px; line-height: 1.5; margin-top: 0px; mso-table-lspace: 0pt; mso-table-rspace: 0pt; padding-bottom: 20px; padding-left: 20px; padding-right: 20px; padding-top: 20px;\"><tr style=\"border: 0px none; border-collapse: collapse; border-spacing: 0px;\"><td valign=\"top\" style=\"-ms-text-size-adjust: none; -webkit-text-size-adjust: none; border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt;\"><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:center;'><strong fr-original-style=\"\" style=\"font-weight: 700;\"><u><span style='font-size:21px;line-height:115%;font-family:\"Calibri\",sans-serif;'>Garanti BBVA Yat\u0131r\u0131m:<\/span><\/u><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:center;'><strong fr-original-style=\"\" style=\"font-weight: 700;\"><span style='font-size:35px;line-height:115%;font-family:\"Calibri\",sans-serif;'>Yat\u0131r\u0131mda beklemek yerine planl\u0131 hareket etmenin \u00f6nemi art\u0131yor<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:justify;'><strong fr-original-style=\"\" style=\"font-weight: 700;\"><span style='font-family:\"Calibri\",sans-serif;'>Garanti BBVA Yat\u0131r\u0131m, de\u011fi\u015fen piyasa dinamiklerinin yat\u0131r\u0131mc\u0131lar a\u00e7\u0131s\u0131ndan se\u00e7ici ve planl\u0131 hareket etmenin \u00f6nemini art\u0131rd\u0131\u011f\u0131na dikkat \u00e7ekiyor. Mevcut piyasa ko\u015fullar\u0131n\u0131n kademeli yat\u0131r\u0131m i\u00e7in f\u0131rsatlar sundu\u011funu belirten Garanti BBVA Yat\u0131r\u0131m Genel M\u00fcd\u00fcr\u00fc H\u00fclya T\u00fcrkmen, k\u0131sa vadeli fiyat hareketleri yerine g\u00fc\u00e7l\u00fc bilan\u00e7o, nakit \u00fcretimi, d\u00fc\u015f\u00fck bor\u00e7luluk ve uzun vadeli de\u011fer yaratma potansiyeline odaklanan bir yat\u0131r\u0131m yakla\u015f\u0131m\u0131n\u0131n \u00f6nemini vurguluyor.<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:justify;'><span style='font-family:\"Calibri\",sans-serif;'>2026 y\u0131l\u0131n\u0131n ilk aylar\u0131nda piyasalarda g\u00f6r\u00fclen g\u00fc\u00e7l\u00fc seyir, yaz aylar\u0131nda devam jeopolitik geli\u015fmeler ve ekonomik ko\u015fullarla birlikte yerini daha temkinli bir g\u00f6r\u00fcn\u00fcme b\u0131rakt\u0131. Yat\u0131r\u0131mc\u0131lar\u0131n \u00f6nemli bir b\u00f6l\u00fcm\u00fc, mevduat faizlerinin de cazibesiyle beklemeyi tercih ederken,<strong fr-original-style=\"\" style=\"font-weight: 700;\">\u00a0Garanti BBVA Yat\u0131r\u0131m<\/strong> mevcut piyasa ko\u015fullar\u0131nda yat\u0131r\u0131mc\u0131lar\u0131n izleyebilece\u011fi yol haritas\u0131na dikkat \u00e7ekiyor.<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><strong fr-original-style=\"\" style=\"font-weight: 700;\"><span style='font-family:\"Calibri\",sans-serif;'>\u201cKe\u015fke dememek i\u00e7in iyi bir plan yapmak gerekiyor\u201d<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:justify;'><strong fr-original-style=\"\" style=\"font-weight: 700;\"><em><span style='font-family:\"Calibri\",sans-serif;'>Garanti BBVA Yat\u0131r\u0131m Genel M\u00fcd\u00fcr\u00fc H\u00fclya T\u00fcrkmen<\/span><\/em><\/strong><em><span style='font-family:\"Calibri\",sans-serif;'>, piyasalardaki g\u00f6r\u00fcn\u00fcme ili\u015fkin \u015funlar\u0131 s\u00f6yledi: \u201cPiyasalarda s\u0131k kar\u015f\u0131la\u015f\u0131lan yakla\u015f\u0131mlardan biri, belirsizlik d\u00f6nemlerini f\u0131rsatlar\u0131n azald\u0131\u011f\u0131 d\u00f6nemler olarak de\u011ferlendirmek. Oysa belirsizli\u011fin artt\u0131\u011f\u0131 d\u00f6nemlerde, yat\u0131r\u0131m kararlar\u0131n\u0131 bilgi ve analizle \u015fekillendirmek her zamankinden daha \u00f6nemli. Bu nedenle yat\u0131r\u0131mc\u0131lar\u0131m\u0131za mesaj\u0131m\u0131z net:<\/span><\/em> <em><span style='font-family:\"Calibri\",sans-serif;'>Belirsizliklerin tamamen ortadan kalkmas\u0131n\u0131 beklemek yerine planl\u0131 hareket etmek, tek seferlik kararlar yerine kademeli bir yakla\u015f\u0131m\u0131 benimsemek, \u00e7e\u015fitlendirmeye ve disiplinli nakit y\u00f6netimine \u00f6nem vermek dalgal\u0131 d\u00f6nemlerde yat\u0131r\u0131mc\u0131lar\u0131n en \u00f6nemli pusulas\u0131. Garanti BBVA Yat\u0131r\u0131m olarak sorumlulu\u011fumuz, yat\u0131r\u0131mc\u0131lar\u0131n duygularla de\u011fil, bilgi ve analizle karar almalar\u0131na destek olmak.\u201d\u00a0<\/span><\/em><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:justify;'><strong fr-original-style=\"\" style=\"font-weight: 700;\"><span style='font-family:\"Calibri\",sans-serif;'>\u201cBilin\u00e7li yat\u0131r\u0131m i\u00e7in do\u011fru sorular\u0131 sormak gerekiyor\u201d<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:justify;'><strong fr-original-style=\"\" style=\"font-weight: 700;\"><span style='font-family:\"Calibri\",sans-serif;'>T\u00fcrkmen<\/span><\/strong><span style='font-family:\"Calibri\",sans-serif;'>, 2020\u2019de pandeminin etkisiyle b\u00fcy\u00fck bask\u0131 alt\u0131nda kalan havac\u0131l\u0131k sekt\u00f6r\u00fcnde, belirsizliklerin azalmas\u0131n\u0131n ard\u0131ndan ya\u015fanan g\u00fc\u00e7l\u00fc toparlanmay\u0131 hat\u0131rlatarak, k\u0131sa vadeli piyasa hareketleri yerine \u015firketlerin uzun vadeli potansiyeline odaklan\u0131lmas\u0131 gerekti\u011fini belirtti:<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:justify;'><em><span style='font-family:\"Calibri\",sans-serif;'>\u201cBurada as\u0131l soru \u2018Hangi hisse y\u00fckselecek?\u2019 de\u011fil, \u2018Hangi \u015firket \u00f6n\u00fcm\u00fczdeki \u00fc\u00e7-be\u015f y\u0131lda de\u011fer \u00fcretmeye devam edecek?\u2019 olmal\u0131. G\u00fc\u00e7l\u00fc bilan\u00e7o, nakit \u00fcretme kapasitesi, d\u00fc\u015f\u00fck bor\u00e7luluk, ihracat g\u00fcc\u00fc ve dayan\u0131kl\u0131 i\u015f modeli bu ayr\u0131mda belirleyici unsurlar aras\u0131nda yer al\u0131yor. Bu nedenle yat\u0131r\u0131mc\u0131lar\u0131n k\u0131sa vadeli fiyat hareketlerinden ziyade, \u015firketlerin uzun vadeli de\u011fer yaratma potansiyeline odaklanmas\u0131 gerekiyor.\u201d<\/span><\/em><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:justify;'><strong fr-original-style=\"\" style=\"font-weight: 700;\"><span style='font-family:\"Calibri\",sans-serif;'>\u00a0<\/span><\/strong><strong fr-original-style=\"\" style=\"font-weight: 700;\"><span style='font-family:\"Calibri\",sans-serif;'>Dalgal\u0131 D\u00f6nemlerde Dikkat Edilmesi Gerekenler<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:justify;'><strong fr-original-style=\"\" style=\"font-weight: 700;\"><span style='font-family:\"Calibri\",sans-serif;'>Garanti BBVA Yat\u0131r\u0131m<\/span><\/strong><span style='font-family:\"Calibri\",sans-serif;'>\u2019\u0131n de\u011ferlendirmelerine g\u00f6re, dalgal\u0131 piyasa d\u00f6nemlerinde yat\u0131r\u0131m kararlar\u0131n\u0131 tek bir noktaya ba\u011fl\u0131 kalmadan, planl\u0131 ve kademeli bir yakla\u015f\u0131mla ele almak \u00f6nem ta\u015f\u0131yor. Yat\u0131r\u0131m\u0131 zamana yaymak, farkl\u0131 sekt\u00f6rlerle \u00e7e\u015fitlendirmek ve belirli \u00f6l\u00e7\u00fcde nakit esnekli\u011fi korumak, zamanlama riskinin daha dengeli y\u00f6netilmesine yard\u0131mc\u0131 oluyor.<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:justify;'><span style='font-family:\"Calibri\",sans-serif;'>Y\u00fcksek faiz d\u00f6nemlerini takip eden 12-24 ayl\u0131k s\u00fcre\u00e7lerde hisse senetlerinin yat\u0131r\u0131mc\u0131lar\u0131n g\u00fcndeminde yeniden \u00f6ne \u00e7\u0131kabildi\u011fi g\u00f6r\u00fcl\u00fcyor. Bu nedenle ideal piyasa ko\u015fullar\u0131n\u0131n olu\u015fmas\u0131n\u0131 beklemek yerine farkl\u0131 piyasa ko\u015fullar\u0131na kar\u015f\u0131 esnek bir yat\u0131r\u0131m yakla\u015f\u0131m\u0131 benimsemek ve uzun vadeli hedefler do\u011frultusunda hareket etmek \u00f6nem ta\u015f\u0131yor.<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:justify;'><strong fr-original-style=\"\" style=\"font-weight: 700;\"><span style='font-family:\"Calibri\",sans-serif;'>\u00d6n\u00fcm\u00fczdeki d\u00f6nemde iki ana yat\u0131r\u0131m temas\u0131 \u00f6ne \u00e7\u0131k\u0131yor<\/span><\/strong><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:justify;'><strong fr-original-style=\"\" style=\"font-weight: 700;\"><span style='font-family:\"Calibri\",sans-serif;'>Garanti BBVA Yat\u0131r\u0131m<\/span><\/strong><span style='font-family:\"Calibri\",sans-serif;'>, \u00f6n\u00fcm\u00fczdeki d\u00f6nemde iki ana teman\u0131n \u00f6ne \u00e7\u0131kabilece\u011fini de\u011ferlendiriyor. Ekonomik yava\u015flama d\u00f6nemlerinde talebin g\u00f6rece g\u00fc\u00e7l\u00fc kald\u0131\u011f\u0131 g\u0131da perakendesi, telekom\u00fcnikasyon, elektrik \u00fcretimi ve sa\u011fl\u0131k gibi defansif sekt\u00f6rler ilk temay\u0131 olu\u015fturuyor.<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:justify;'><span style='font-family:\"Calibri\",sans-serif;'>\u0130kinci temada ise b\u00fcy\u00fcme potansiyelini koruyan \u015firketler \u00f6ne \u00e7\u0131k\u0131yor. G\u00fc\u00e7l\u00fc ihracat a\u011f\u0131na sahip sanayi \u015firketlerinin yan\u0131 s\u0131ra savunma sanayi, yaz\u0131l\u0131m, teknoloji ve yapay zek\u00e2 alanlar\u0131 yak\u0131ndan izlenebilir. T\u00fcrkiye\u2019de havac\u0131l\u0131k, savunma sanayi, g\u0131da perakendesi ve se\u00e7ili sanayi \u015firketleri; k\u00fcresel piyasalarda ise teknoloji ve yapay zek\u00e2 \u015firketleri \u00f6ne \u00e7\u0131k\u0131yor. Bunun yan\u0131 s\u0131ra se\u00e7ici olmak kayd\u0131yla de\u011ferleme baz\u0131nda cazip seviyelere yakla\u015fan bankac\u0131l\u0131k hisseleri takip edilebilir.<\/span><\/p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:justify;'><strong fr-original-style=\"\" style=\"font-weight: 700;\"><span style='font-family:\"Calibri\",sans-serif;'>Garanti BBVA Yat\u0131r\u0131m<\/span><\/strong><span style='font-family:\"Calibri\",sans-serif;'>, mevcut piyasa ko\u015fullar\u0131n\u0131n ve olas\u0131 d\u00fczeltmelerde olu\u015facak gerilemelerin, hisse senedi yat\u0131r\u0131m\u0131 bulunmayan veya s\u0131n\u0131rl\u0131 pozisyona sahip yat\u0131r\u0131mc\u0131lar i\u00e7in planl\u0131 ve kademeli bir ba\u015flang\u0131\u00e7; mevcut yat\u0131r\u0131mc\u0131lar i\u00e7in ise portf\u00f6ylerini yeniden de\u011ferlendirme f\u0131rsat\u0131 sundu\u011funun alt\u0131n\u0131 \u00e7iziyor. \u00a0Bu s\u00fcre\u00e7te, yat\u0131r\u0131mc\u0131lar\u0131n bilgi ve analizle karar almalar\u0131n\u0131 desteklemek amac\u0131yla, yat\u0131r\u0131m uygulamas\u0131 <strong fr-original-style=\"\" style=\"font-weight: 700;\">eTrader<\/strong> \u00fczerinden yurt i\u00e7i ve yurt d\u0131\u015f\u0131 hisselere ili\u015fkin g\u00fcnl\u00fck yat\u0131r\u0131m fikirleri ve yat\u0131r\u0131m stratejileri payla\u015f\u0131yor.\u00a0<\/span><\/p><\/td><\/tr><\/table><\/td><\/tr><tr style=\"border: 0px none; 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height: 22px; line-height: 22px; mso-table-lspace: 0pt; mso-table-rspace: 0pt; padding-left: 10px; padding-right: 10px; text-align: left;\">GARANT\u0130 BBVA_Yat\u0131r\u0131m_Bas\u0131n_B\u00fclteni.docx<\/td><td valign=\"top\" class=\"videodownload\" height=\"22\" style=\"-ms-text-size-adjust: none; -webkit-text-size-adjust: none; border-collapse: collapse; font-family: Helvetica,Arial,sans-serif; font-size: 12px; font-weight: bold; height: 22px; line-height: 22px; mso-table-lspace: 0pt; mso-table-rspace: 0pt; text-align: right; width: 100px;\" width=\"100\"><a href=\"https:\/\/get.faselis.com\/downloadfile.php?uid=11777010&amp;uidchk=af4a9&amp;ct=tr&amp;pt=1269662&amp;pts=1006060&amp;e=bulten@mercek.net&amp;o=28894&amp;ot=4&amp;chk=dceab\" style=\"-ms-text-size-adjust: none; -webkit-text-size-adjust: none; color: #1c2b28; text-decoration: underline;\">\u0130ndir<\/a><\/td><\/tr><\/table><\/td><\/tr><tr style=\"border: 0px none; border-collapse: collapse; border-spacing: 0px;\"><td align=\"center\" valign=\"top\" style=\"-ms-text-size-adjust: none; 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