MARKET WATCH (SEKER YATIRIM) OUTLOOK: THE BIST-100 INDEX STARTED FRIDAY ON A POSITIVE TREND, THEN FLUCTUATED THROUGHOUT THE DAY TO CLOSE AT 10,720.36, DOWN 0.06%. AMONG SECTORAL INDICES, THE BANKING INDEX ROSE 0.10%, WHILE THE INDUSTRIAL INDEX FELL 0.16%. ON OCTOBER 10, PRESIDENT TRUMP THREATENED CHINA, WHICH HAD IMPOSED RESTRICTIONS ON RARE EARTH EXPORTS, WITH A TARIFF INCREASE. HE SUBSEQUENTLY ANNOUNCED THAT THE U.S. WOULD IMPOSE A 100% TARIFF ON CHINA, IN ADDITION TO THE TARIFFS IT CURRENTLY PAYS, EFFECTIVE NOVEMBER 1. FOLLOWING THIS ANNOUNCEMENT, THE U.S. STOCK MARKETS CLOSED FRIDAY WITH SHARP LOSSES. THE NASDAQ INDEX FELL 3.56%, THE S&P 500 INDEX FELL 2.71%, AND THE DOW JONES INDUSTRIAL AVERAGE FELL 1.90%. EUROPEAN STOCK MARKETS ALSO CLOSED LOWER ON FRIDAY. WHILE ASIAN STOCK MARKETS GENERALLY CLOSED FRIDAY WITH LOSSES, THE SOUTH KOREAN STOCK KOSPI SHOWED POSITIVE SIGNS WITH A 4.48% INCREASE. DOMESTICALLY, WE FOLLOWED THE NEWS FLOW ON FRIDAY EVENING THAT THE ANKARA CHIEF PUBLIC PROSECUTOR`S OFFICE HAD REQUESTED AN INVESTIGATION INTO ANKARA METROPOLITAN MAYOR MANSUR YAVAS AS PART OF A CONCERT INVESTIGATION. FOLLOWING FRIDAY EVENING`S SESSION, THE VIOP NEAR-TERM INDEX CONTRACT CLOSED THE EVENING SESSION DOWN 2.85%, INFLUENCED BY GLOBAL AND DOMESTIC NEWS FLOWS. AS WE BEGIN THE FIRST TRADING DAY OF THE NEW WEEK, WE OBSERVE BUYING ACTIVITY IN U.S. FUTURES THIS MORNING, INFLUENCED BY PRESIDENT TRUMP`S CALL FOR CALM AMID CONCERNS OVER CHINA IN A TWEET YESTERDAY. IN EUROPE, GERMAN DAX FUTURES ARE TRADING POSITIVELY, WHILE ASIAN STOCK MARKETS ARE TRADING NEGATIVELY, AS JAPAN IS CLOSED FOR A PUBLIC HOLIDAY. TODAY`S MACROECONOMIC DATA AGENDA WILL FOCUS ON DOMESTIC BALANCE OF PAYMENTS DATA FOR AUGUST. MARKET EXPECTATIONS ARE FOR A CURRENT ACCOUNT SURPLUS OF USD 5.4 BILLION. WE EXPECT A CURRENT ACCOUNT SURPLUS OF USD 5.1 BILLION. THERE ARE NO MAJOR INTERNATIONAL DATA RELEASES TODAY. DUE TO THE U.S. FEDERAL GOVERNMENT BEING CLOSED SINCE OCTOBER 1ST, DATA PROVIDED BY PUBLIC INSTITUTIONS CONTINUES TO BE WITHHELD. LOCALLY, WE EXPECT THE BENCHMARK INDEX TO START MONDAY NEGATIVELY AND ATTEMPT TO REBALANCE LATER IN THE DAY. SUPPORT: 10,700 - 10,600 RESISTANCE: 10,800 - 10,900. 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. 13.10.2025 09:33:30