MARKET WATCH (SEKER YATIRIM) OUTLOOK: THE BIST 100 INDEX, WHICH HAD STARTED THURSDAY ON A POSITIVE NOTE, CLOSED ON A 1.05% DECLINE AT 11,048.11 POINTS. ALTHOUGH THE INDEX TRACKED A POSITIVE COURSE SUPPORTED BY GLOBAL RISK APPETITE IN THE EARLY HOURS, IT CAME UNDER SELLING PRESSURE IN THE AFTERNOON FOLLOWING STATEMENTS BY MHP CHAIRMAN DEVLET BAHCELI REGARDING DOMESTIC AND FOREIGN POLITICAL AGENDAS, AS WELL AS NEWS OF THE OBJECTION TO THE SUPREME ELECTION COUNCIL (YSK) SUBMITTED REGARDING THE CHP’S EXTRAORDINARY CONGRESS SCHEDULED FOR SEPTEMBER 21, CITING A CLAIM OF ABSOLUTE UNLAWFULNESS. THE BANKING INDEX DECLINED BY 2.98%, WHILE LOSSES IN THE INDUSTRIAL INDEX REMAINED LIMITED AT 0.44%. ACCORDING TO THE CBRT’S WEEKLY DATA, FOREIGN EXCHANGE RESERVES FELL BY USD 4.677 BILLION IN THE WEEK ENDING SEPTEMBER 12, DECLINING FROM USD 89.176 BILLION TO USD 84.499 BILLION. THIS MARKED THE THIRD CONSECUTIVE WEEKLY DROP IN FX RESERVES. MEANWHILE, GOLD RESERVES, SUPPORTED BY POSITIVE PRICING OF AN OUNCE OF GOLD, ROSE FROM USD 90.931 BILLION TO USD 93.361 BILLION, HITTING A NEW RECORD HIGH. AS A RESULT, THE CBRT’S TOTAL RESERVES DECREASED FROM USD 180.1068 BILLION TO USD 177.860 BILLION. DURING THE SAME WEEK, NON-RESIDENTS RECORDED NET SALES OF USD 164.9 MILLION IN EQUITIES, WHILE THEY MADE NET PURCHASES OF USD 587.9 MILLION IN GOVERNMENT DOMESTIC DEBT SECURITIES (GDDS). ON THE GLOBAL FRONT, U.S. AND EUROPEAN STOCK MARKETS CLOSED HIGHER, WHILE ASIAN MARKETS GAVE A MIXED PERFORMANCE. JAPAN AND SOUTH KOREA ROSE BY OVER 1%, MIRRORING THE POSITIVE TONE IN GLOBAL EQUITIES, WHEREAS CHINA AND HONG KONG DIVERGED NEGATIVELY, CLOSING WITH LOSSES OF OVER 1%. AS THE NEW DAY BEGINS, U.S. FUTURES AND DAX FUTURES ARE TRADING SLIGHTLY POSITIVE, WHILE ASIAN MARKETS REMAIN MIXED. TODAY IS EXPECTED TO BE CALM IN TERMS OF DATA, BOTH DOMESTICALLY AND ABROAD. IN DOMESTIC MARKETS, INVESTOR ATTENTION IS FOCUSED ON THE YSK’S 3:30 P.M. MEETING REGARDING THE CHP’S EXTRAORDINARY CONGRESS DECISION. WE EXPECT THE BIST 100 INDEX TO START FRIDAY SLIGHTLY NEGATIVE AND THEN FOLLOW A VOLATILE COURSE. SEKER YATIRIM MENKUL DEGERLER A.S WWW.SEKERYATIRIM.COM.TR *** YASAL UYARI BURADA YER ALAN YATIRIM BILGI, YORUM VE TAVSIYELER YATIRIM DANISMANLIGI KAPSAMINDA DEGILDIR.YATIRIM DANISMANLIGI HIZMETI ARACI KURUMLAR, PORTFOY YONETIM SIRKETLERI, MEVDUAT KABUL ETMEYEN BANKALAR ILE MUSTERI ARASINDA IMZALANACAK YATIRIM DANISMANLIGI SOZLESMESI CERCEVESINDE SUNULMAKTADIR.BURADA YER ALAN YORUM VE TAVSIYELER, YORUM VE TAVSIYEDE BULUNANLARIN KISISEL GORUSLERINE DAYANMAKTADIR.BU GORUSLER MALI DURUMUNUZ ILE RISK VE GETIRI TERCIHLERINIZE UYGUN OLMAYABILIR.BU NEDENLE, SADECE BURADA YER ALAN BILGILERE DAYANILARAK YATIRIM KARARI VERILMESI BEKLENTILERINIZE UYGUN SONUCLAR DOGURMAYABILIR. 19.09.2025 09:39:13