{"id":2187,"date":"2026-03-02T13:50:04","date_gmt":"2026-03-02T13:50:04","guid":{"rendered":"https:\/\/www.borsaoku.com\/?p=2187"},"modified":"2026-03-02T13:54:42","modified_gmt":"2026-03-02T13:54:42","slug":"neden-israil-borsasi-rekor-kirarken-bist-100-kan-agliyor","status":"publish","type":"post","link":"https:\/\/www.borsaoku.com\/index.php\/2026\/03\/02\/neden-israil-borsasi-rekor-kirarken-bist-100-kan-agliyor\/","title":{"rendered":"Neden \u0130srail Borsas\u0131 Rekor K\u0131rarken BIST 100 Kan A\u011fl\u0131yor?"},"content":{"rendered":"\n

Hafta sonu ABD, \u0130srail ve \u0130ran hatt\u0131nda patlak veren s\u0131cak \u00e7at\u0131\u015fma haberleri, k\u00fcresel piyasalar\u0131 bir kez daha alt\u00fcst etti. <\/h2>\n\n\n\n

Ancak ekrana bakan her yat\u0131r\u0131mc\u0131n\u0131n akl\u0131nda ayn\u0131 soru var: “Sava\u015fa giren biz de\u011filiz ama neden bizim borsam\u0131z \u00e7ak\u0131l\u0131rken, ate\u015f hatt\u0131ndaki \u0130srail borsas\u0131 y\u00fckseliyor?”<\/strong> \u0130\u015fte bu finansal “garabetin” perde arkas\u0131ndaki 4 temel neden:<\/p>\n\n\n\n

1. Belirsizlik, Sava\u015ftan Daha Tehlikelidir<\/h4>\n\n\n\n

Piyasalar i\u00e7in en k\u00f6t\u00fc senaryo, “ne olaca\u011f\u0131n\u0131 bilmemektir.” \u0130srail i\u00e7in sava\u015f\u0131n ba\u015flamas\u0131, aylard\u0131r beklenen o k\u00f6t\u00fc haberin “ger\u00e7ekle\u015fmesi” demektir; yani belirsizlik bitmi\u015f, risk fiyatlanm\u0131\u015ft\u0131r. T\u00fcrkiye i\u00e7in ise bu durum; ticaret yollar\u0131n\u0131n kapanmas\u0131, petrol fiyatlar\u0131n\u0131n f\u0131rlamas\u0131 ve s\u0131cak \u00e7at\u0131\u015fman\u0131n s\u0131n\u0131r\u0131m\u0131za s\u0131\u00e7rama ihtimali gibi yepyeni ve devasa belirsizlikler<\/strong> anlam\u0131na gelir.<\/p>\n\n\n\n

2. Risk Primi ve “Geli\u015fmekte Olan Piyasa” Laneti<\/h4>\n\n\n\n

K\u00fcresel sermaye, sava\u015f gibi kriz anlar\u0131nda “g\u00fcvenli liman” arar.<\/p>\n\n\n\n

    \n
  • \u0130srail Borsas\u0131:<\/strong> ABD\u2019nin s\u0131n\u0131rs\u0131z deste\u011fi ve geli\u015fmi\u015f savunma-teknoloji sekt\u00f6r\u00fc sayesinde, Bat\u0131l\u0131 yat\u0131r\u0131mc\u0131 g\u00f6z\u00fcnde “riskli ama korunan” bir yap\u0131dad\u0131r.<\/li>\n\n\n\n
  • BIST 100:<\/strong> Geli\u015fmekte olan bir pazar (Emerging Market) olarak, yabanc\u0131 yat\u0131r\u0131mc\u0131n\u0131n bir kriz an\u0131nda “ilk \u00f6nce ka\u00e7t\u0131\u011f\u0131” kap\u0131d\u0131r. Bizim piyasam\u0131zdaki s\u0131\u011f yap\u0131, bu ka\u00e7\u0131\u015f\u0131 bir y\u0131k\u0131ma d\u00f6n\u00fc\u015ft\u00fcr\u00fcr.<\/li>\n<\/ul>\n\n\n\n

    3. Duygusal Ba\u011f ve Panik Sat\u0131\u015flar\u0131<\/h4>\n\n\n\n

    Bizim yat\u0131r\u0131mc\u0131m\u0131z hisseleriyle “akraba olma” e\u011filimindedir. Bir kriz an\u0131nda ise bu duygusall\u0131k yerini b\u00fcy\u00fck bir panik dalgas\u0131na b\u0131rak\u0131r. S\u0131\u011f piyasam\u0131zda derinlik olmad\u0131\u011f\u0131 i\u00e7in, panikleyen birka\u00e7 b\u00fcy\u00fck oyuncu ve onlar\u0131 izleyen k\u00fc\u00e7\u00fck yat\u0131r\u0131mc\u0131lar fiyatlar\u0131 serbest d\u00fc\u015f\u00fc\u015fe ge\u00e7irebilir.<\/p>\n\n\n\n

    4. Sekt\u00f6rel Tepkiler<\/h4>\n\n\n\n

    Sava\u015f haberleri havac\u0131l\u0131k ve lojistik gibi T\u00fcrkiye’nin lokomotif sekt\u00f6rlerini do\u011frudan vururken; sava\u015f sanayisine dayal\u0131 ekonomilerde savunma ve siber g\u00fcvenlik \u015firketleri bu kaostan “f\u0131rsat” dev\u015firebilir.<\/p>\n\n\n\n

    Edit\u00f6r Notu: Ne Yapmal\u0131?<\/h3>\n\n\n\n

    Bu tablo bize T\u00fcrkiye’nin sava\u015fa girdi\u011fini de\u011fil, k\u00fcresel finans sisteminde “jeopolitik risklere kar\u015f\u0131 en k\u0131r\u0131lgan halka”<\/strong> olarak g\u00f6r\u00fcld\u00fc\u011f\u00fcm\u00fcz\u00fc ispatl\u0131yor. Levent Erol\u2019un da dedi\u011fi gibi: “Elinizdeki hisseler sa\u011flam ise, zamandan kaybedersiniz sadece. Ekrandaki rakamlar siz tu\u015fa basana kadar sanald\u0131r.”<\/em>.<\/p>\n\n\n\n

    Sakin kalanlar\u0131n kazand\u0131\u011f\u0131, panikleyenlerin ise ba\u015fkas\u0131n\u0131n maliyetini d\u00fc\u015f\u00fcrmesine hizmet etti\u011fi bir d\u00f6nemdeyiz.<\/p>\n","protected":false},"excerpt":{"rendered":"

    Hafta sonu ABD, \u0130srail ve \u0130ran hatt\u0131nda patlak veren s\u0131cak \u00e7at\u0131\u015fma haberleri, k\u00fcresel piyasalar\u0131 bir kez daha alt\u00fcst<\/p>\n","protected":false},"author":1,"featured_media":2190,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"wds_primary_category":316,"footnotes":""},"categories":[316,191,188],"tags":[200,209,208],"class_list":["post-2187","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-borsa-okulu-2","category-gunluk-trader-notlari","category-kayip-sonrasi-davranis","tag-borsa","tag-hisse","tag-teknik-analiz"],"_links":{"self":[{"href":"https:\/\/www.borsaoku.com\/index.php\/wp-json\/wp\/v2\/posts\/2187","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.borsaoku.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.borsaoku.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.borsaoku.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.borsaoku.com\/index.php\/wp-json\/wp\/v2\/comments?post=2187"}],"version-history":[{"count":1,"href":"https:\/\/www.borsaoku.com\/index.php\/wp-json\/wp\/v2\/posts\/2187\/revisions"}],"predecessor-version":[{"id":2189,"href":"https:\/\/www.borsaoku.com\/index.php\/wp-json\/wp\/v2\/posts\/2187\/revisions\/2189"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.borsaoku.com\/index.php\/wp-json\/wp\/v2\/media\/2190"}],"wp:attachment":[{"href":"https:\/\/www.borsaoku.com\/index.php\/wp-json\/wp\/v2\/media?parent=2187"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.borsaoku.com\/index.php\/wp-json\/wp\/v2\/categories?post=2187"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.borsaoku.com\/index.php\/wp-json\/wp\/v2\/tags?post=2187"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}