{"id":89013,"date":"2025-05-04T01:00:09","date_gmt":"2025-05-04T01:00:09","guid":{"rendered":"https:\/\/ekamu.net\/?p=89013"},"modified":"2025-05-04T01:00:09","modified_gmt":"2025-05-04T01:00:09","slug":"jpmorgandan-turk-bankacilik-sektoru-yorumu","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2025\/05\/04\/jpmorgandan-turk-bankacilik-sektoru-yorumu\/","title":{"rendered":"JPMorgan’dan T\u00fcrk bankac\u0131l\u0131k sekt\u00f6r\u00fc yorumu"},"content":{"rendered":"
\n

ABD merkezli yat\u0131r\u0131m bankas\u0131 JPMorgan’\u0131n Y\u00f6netici Direkt\u00f6r\u00fc G\u00f6khan \u00d6zkan bulundu\u011fu T\u00fcrk liras\u0131 varl\u0131klara ili\u015fkin de\u011ferlendirmelerde T\u00fcrkiye’nin yeniden cazip bir pazar haline geldi\u011fini s\u00f6yledi.<\/p>\n

\u00d6zkan, T\u00fcrk bankalar\u0131n\u0131n de\u011ferleme seviyelerinin, yabanc\u0131 yat\u0131r\u0131mc\u0131lar i\u00e7in cazibesini korudu\u011funu ve son d\u00f6rt ay i\u00e7inde ger\u00e7ekle\u015fen Rabobank T\u00fcrkiye’nin R\u00f6nesans Holding’e sat\u0131\u015f\u0131 ve L\u00fcbnan’\u0131n Bank Audi’sinin T\u00fcrkiye’deki i\u015ftiraki olan Odeabank’\u0131n sat\u0131\u015f\u0131 ile kendini g\u00f6sterdi\u011fini belirtti.<\/p>\n

Ge\u00e7en hafta, Abu Dabi merkezli yat\u0131r\u0131m \u015firketi ADQ’nun, Odeabank’\u0131n y\u00fczde 96’l\u0131k hissesini sat\u0131n almas\u0131n\u0131n, K\u00f6rfez \u00fclkeleri ile T\u00fcrkiye aras\u0131ndaki ekonomik ba\u011flar\u0131n g\u00fc\u00e7lenmesinin bir kan\u0131t\u0131 oldu\u011funu aktaran \u00d6zkan, bu sat\u0131n alman\u0131n, her iki b\u00f6lgenin de i\u015fbirli\u011finde kar\u015f\u0131l\u0131kl\u0131 fayda g\u00f6rd\u00fc\u011f\u00fc stratejik bir uyumu yans\u0131tt\u0131\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n<\/div>\n

\n

\u00d6zkan, “Bu, T\u00fcrk bankac\u0131l\u0131k pazar\u0131n\u0131n cazip potansiyeline duyulan g\u00fcveni ve Birle\u015fik Arap Emirlikleri (BAE) ile T\u00fcrkiye aras\u0131ndaki ikili ili\u015fkileri g\u00fc\u00e7lendirme taahh\u00fcd\u00fcn\u00fc g\u00f6steriyor” diye konu\u015ftu.<\/p>\n

“T\u00fcrkiye bir kez daha cazip bir pazar haline geldi”<\/b><\/p>\n

\u00d6zkan, bu yat\u0131r\u0131m\u0131n ADQ\u2019nun T\u00fcrkiye\u2019nin bankac\u0131l\u0131k potansiyeline olan g\u00fcvenini g\u00f6sterdi\u011fini vurgulad\u0131.<\/p>\n

2023’te reel gayrisafi yurt i\u00e7i has\u0131lan\u0131n (GSYH) y\u00fczde 4,5 artmas\u0131 ve nominal GSYH\u2019nin 1,1 trilyon dolar\u0131 a\u015fmas\u0131 da dahil olmak \u00fczere, \u00fclkenin istikrarl\u0131 ekonomik b\u00fcy\u00fcme kaydetti\u011fine dikkati \u00e7eken \u00d6zkan, “Bankac\u0131l\u0131k sekt\u00f6r\u00fcn\u00fcn performans\u0131 genellikle bir ekonominin g\u00fcc\u00fcn\u00fcn bir g\u00f6stergesi olarak g\u00f6r\u00fcl\u00fcr” diye konu\u015ftu.<\/p>\n

\u00d6zkan, \u015f\u00f6yle devam etti:<\/p>\n

“Bankac\u0131l\u0131k sekt\u00f6r\u00fcndeki herhangi bir i\u015flem, yat\u0131r\u0131mc\u0131lar\u0131n genel ekonomik ortam hakk\u0131ndaki g\u00f6r\u00fc\u015flerine ba\u011fl\u0131d\u0131r. Son y\u0131llardaki zorluklara ra\u011fmen T\u00fcrkiye’nin bankac\u0131l\u0131k sekt\u00f6r\u00fc yabanc\u0131 yat\u0131r\u0131mc\u0131lar i\u00e7in f\u0131rsatlar sunmaya devam ediyor. Birka\u00e7 y\u0131l \u00f6nceki dalgalanmalara ra\u011fmen daha istikrarl\u0131 bir ekonomik ortam olu\u015ftu ve \u00fclke uzun vadede kayda de\u011fer b\u00fcy\u00fcme potansiyeli sunmaya devam ediyor. Uygulanan Ortodoks makroekonomik politikalar sayesinde, T\u00fcrkiye hem bor\u00e7 hem de hisse senedi yat\u0131r\u0131mc\u0131lar\u0131 i\u00e7in yeniden cazip bir pazar haline geldi.”<\/p>\n

“ADQ T\u00fcrk bankac\u0131l\u0131k sekt\u00f6r\u00fcndeki varl\u0131\u011f\u0131n\u0131 geni\u015fletebilir”<\/b><\/p>\n

Odeabank’\u0131n sat\u0131n al\u0131nmas\u0131n\u0131n, K\u00f6rfez yat\u0131r\u0131mc\u0131lar\u0131n\u0131n g\u00fc\u00e7l\u00fc b\u00fcy\u00fcme potansiyeline sahip y\u00fckselen piyasalara y\u00f6nelerek portf\u00f6ylerini \u00e7e\u015fitlendirmeye y\u00f6nelik daha geni\u015f bir trendin par\u00e7as\u0131 olarak g\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc aktaran \u00d6zkan, bu trende bir di\u011fer \u00f6rnek olarak Dubai \u0130slami Bankas\u0131n\u0131n dijital bankac\u0131l\u0131k varl\u0131\u011f\u0131 T.O.M. Bank’a yapt\u0131\u011f\u0131 son yat\u0131r\u0131m\u0131 g\u00f6sterdi.<\/p>\n

Odeabank sat\u0131\u015f\u0131n\u0131n, Bank Audi’nin operasyonlar\u0131n\u0131 sadele\u015ftirme ve odakland\u0131\u011f\u0131 ana pazarlar\u0131 L\u00fcbnan ve Avrupa’da yeniden \u015fekillendirme stratejik karar\u0131yla ger\u00e7ekle\u015fti\u011fini d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcn\u00fc belirten \u00d6zkan, “L\u00fcbnan\u2019daki dalgalanmalardan dolay\u0131 Odeabank, son y\u0131llarda Bank Audi i\u00e7in \u00e7ekirdek d\u0131\u015f\u0131 bir varl\u0131k haline geldi ve banka i\u00e7indeki g\u00fc\u00e7l\u00fc performans ve gelir \u00fcretimine ra\u011fmen sermaye art\u0131rma gereksinimleri zorlu oldu” dedi.<\/p>\n

\u00d6zkan, ADQ i\u00e7in bu sat\u0131n alman\u0131n, T\u00fcrk bankac\u0131l\u0131k sekt\u00f6r\u00fcne giri\u015f yapmak i\u00e7in uygun bir an oldu\u011funu vurgulayarak, \u015funlar\u0131 s\u00f6yledi:<\/p>\n

“Abu Dabi ile Ankara aras\u0131ndaki yak\u0131n ili\u015fkiler, s\u00fcrecin kolayla\u015fmas\u0131n\u0131 sa\u011flayarak stratejik yat\u0131r\u0131mlar i\u00e7in destekleyici bir ortam yaratt\u0131. Bu \u00e7\u0131karlar\u0131n uyumu, ADQ’nun T\u00fcrkiye\u2019nin bankac\u0131l\u0131k sekt\u00f6r\u00fcndeki varl\u0131\u011f\u0131n\u0131 geni\u015fletmesine olanak tan\u0131yabilir, \u00e7\u00fcnk\u00fc kar\u015f\u0131l\u0131kl\u0131 i\u015fbirli\u011finin g\u00fc\u00e7l\u00fc bir temeli oldu\u011funu biliyorlar.”<\/p>\n<\/div>\n

<\/p>\n

Kaynak :\u00a0Bloomberg HT<\/span><\/p>\n

<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

ABD merkezli yat\u0131r\u0131m bankas\u0131\u00a0JPMorgan’\u0131n Y\u00f6netici Direkt\u00f6r\u00fc G\u00f6khan \u00d6zkan, T\u00fcrk bankalar\u0131n\u0131n de\u011ferleme seviyelerinin, yabanc\u0131 yat\u0131r\u0131mc\u0131lar i\u00e7in cazibesini korudu\u011funu ve T\u00fcrk bankac\u0131l\u0131k sekt\u00f6r\u00fcne olan yo\u011fun ilgiyi destekledi\u011fini s\u00f6yledi.<\/p>\n","protected":false},"author":1,"featured_media":89014,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[400,5326,5325,220,79],"class_list":["post-89013","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-bank","tag-bankacilik-sektoru","tag-ozkan","tag-turk","tag-yatirim"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/89013","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/comments?post=89013"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/89013\/revisions"}],"predecessor-version":[{"id":89015,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/89013\/revisions\/89015"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/89014"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=89013"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=89013"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=89013"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}